Insights
April 2024
Equity
Equity
Global equities, Responsible Investment
In search of sustainability – following Highway 101
In search of sustainability – following Highway 101
Travelling down the US west coast we met 25 companies in five days. Learn more about the tech and healthcare businesses shaping our future.
Read time - 3 min
April 2024
Equity
Global equities, Responsible Investment
In search of sustainability – following Highway 101
In search of sustainability – following Highway 101
Travelling down the US west coast we met 25 companies in five days. Learn more about the tech and healthcare businesses shaping our future.
Read time - 3 min
All insights
17 April 2024
Equity
Global equities, Responsible Investment
In search of sustainability – following Highway 101
In search of sustainability – following Highway 101
Travelling down the US west coast we met 25 companies in five days. Learn more about the tech and healthcare businesses shaping our future.
Read time - 3 min
15 April 2024
Multi-Asset
Multi-Asset
Is interest rate pessimism overdone?
Is interest rate pessimism overdone?
The European Central Bank looks set to cut in June and there are reasons to believe the US and UK won’t be too far behind.
Watch time - 6 min
10 April 2024
Fixed income
Fixed income
High yield bonds: focus on maturity over duration
High yield bonds: focus on maturity over duration
The CT (Lux) European Short-term High Yield Bond strategy focuses on maturity over duration to manage risk. This means lower interest rate sensitivity and less volatility growth.
Read time - 3 min
8 April 2024
Fixed income
Fixed income
Sector spotlight: Dialling up the positivity on telecoms
Sector spotlight: Dialling up the positivity on telecoms
European telecoms have turned a corner operationally and are in the best financial health for many years, which has led us to upgrade the sector.
Read time - 3 min
8 April 2024
Responsible investment
Responsible investment
The climate-health nexus: risks and opportunities
The climate-health nexus: risks and opportunities
As global temperatures rise what will be the implications for the global workforce and healthcare systems?
Read time - 3 min
29 March 2024
Multi-Asset
Multi-asset
Global Markets Outlook - Inflation, interest rates and equities: where to next?
Global Markets Outlook - Inflation, interest rates and equities: where to next?
The US, European and UK economies are all set to deliver on the promise of immaculate disinflation.
Read time - 5 min
22 March 2024
Equity
Equity
Japan: we’re more convinced than ever
Japan: we’re more convinced than ever
Investors are increasingly turning their attention to Japan. We spent two weeks there and met dozens of companies. But which businesses look best placed?
Watch time - 6 min
20 March 2024
Responsible investment
Responsible investment
The skills factor: greening the workforce to deliver net zero
The skills factor: greening the workforce to deliver net zero
As we move towards net zero, the number of people with skills useful in transforming the economy is growing more slowly than the job vacancies requiring these skills. What might this mean to various sectors critical to the transition?
Read time - 2 min
18 March 2024
Multi-Asset
Multi-Asset
Will sticky inflation stop the US cutting interest rates?
Will sticky inflation stop the US cutting interest rates?
Disappointing data has dampened expectations around US rate cuts. We think that pessimism is overdone and explain why.
Watch time - 6 min
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The research and analysis included on this website has been produced by Columbia Threadneedle Investments for its own investment management activities, may have been acted upon prior to publication and is made available here incidentally. Any opinions expressed are made as at the date of publication but are subject to change without notice and should not be seen as investment advice. Information obtained from external sources is believed to be reliable but its accuracy or completeness cannot be guaranteed.
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