DiscoverEye of the Needle podcastConfronting Covid-19, short-lived value rallies and unprecedented stimulus
Confronting Covid-19, short-lived value rallies and unprecedented stimulus

Confronting Covid-19, short-lived value rallies and unprecedented stimulus

Update: 2020-06-22
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In the latest lockdown episode from the Eye of the Needle team, we talk to Francis Ellison, Client Portfolio Manager European equities, and Daisuke Nomoto, Portfolio Manager Japanese equities. Francis talks about the types of business that have done well in Europe during the Covid-19 pandemic, and what investment style might remain in fashion for some time yet; while Daisuke talks Japanese stimulus and the outlook for corporate Japan.

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Confronting Covid-19, short-lived value rallies and unprecedented stimulus

Confronting Covid-19, short-lived value rallies and unprecedented stimulus

Columbia Threadneedle Investments