Joshua Kutin | Source | Head of Asset Allocation, North America at Columbia Threadneedle Investments
Joshua Kutin
Joshua is the Head of Asset Allocation of North America at Columbia Threadneedle Investments, a leading global asset management group that provides a broad range of investment strategies and solutions for individual, institutional and corporate clients around the world. Josh is responsible for research across solutions, with a focus on global asset allocation and alternatives. He also serves as a Senior Portfolio Manager for the global asset allocation team. Prior to joining the organization in 2015, he worked at Putnam Investments as a Portfolio Manager on the global asset allocation team. Josh has been a member of the investment community since 1998, and holds the Chartered Financial Analyst® designation.
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Columbia Threadneedle Investments (http://www.columbiathreadneedle.com/)
Head of Asset Allocation, North America
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Europe teetering on edge of another crisis
Ten years on from the ECB's promise to do "whatever it takes" to combat a crisis, the eurozone is under threat of another recession.
Article
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That the eurozone will move into recession is the view taken by Columbia Threadneedle Investments. The prevailing view firmwide, among the various asset allocation groups both in the U.S. and EMEA, is a relative concern for Europe. We would not be surprised at recessions anywhere in the world at this point, but the view is that a recession is likely to be deep for Europe in contrast to the U.S. and U.K., where we would characterize the expectation as mild.
