Insights

September 2024

In Credit Weekly Snapshot – September 2024

Our fixed income team provide their weekly snapshot of market events.
Read time - 5 min
September 2024

In Credit Weekly Snapshot – September 2024

Our fixed income team provide their weekly snapshot of market events.
Read time - 5 min

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3 September 2024

In Credit Weekly Snapshot – September 2024

Our fixed income team provide their weekly snapshot of market events.
Read time - 5 min
29 August 2024

Gokce Bulut

Portfolio Manager

CT Responsible Global Emerging Markets Equity Strategy - Responsible Profile 2023

Learn how we engage to understand and encourage improvement in companies’ management practices of ESG issues
Read time - 3 min
27 August 2024

Paul Doyle

Head of Europe ex-UK Equities

Europe better placed than America… and cheaper

In the US, weakening employment poses risks to both consumer expenditure and growth, while in China both the consumer and the property market are at risk.
Read time - 1 min
27 August 2024

Steven Bell

Chief Economist, EMEA

What are central banks telling us about interest rates?

After Jackson Hole, markets are pricing in big rate cuts for the US. What are the risks of disappointment?
Watch time - 4 min
23 August 2024

Jamie Jenkins

Managing Director, Head of Global ESG Equities

Nick Henderson

Director, Portfolio Manager

Harry Waight

Portfolio Manager

CT Responsible Global Equity Strategy 2023 Responsible Profile

Learn how we engage to understand and encourage improvement in companies’ management practices of ESG issues
Read time - 3 min
23 August 2024

On pause: the one-way certainty of the market is over … for now

The macroeconomic backdrop is changing, or at least uncertain. This could shift the pricing of risk assets, but it won’t change what we do, which is look for stronger competitively advantaged businesses that fit our quality growth philosophy.
Read time - 4 mins
20 August 2024

In Credit Weekly Snapshot – August 2024

Our fixed income team provide their weekly snapshot of market events.
Read time - 5 min
19 August 2024

Steven Bell

Chief Economist, EMEA

Markets are pricing in bigger rate cuts, are they right?

Markets have moved to price-in more rate cuts for the US, UK and eurozone. Despite the commonality of the moves, the three economies are not moving in parallel.
Watch time - 4 min
14 August 2024

Seizing value in emerging market debt

Strong growth outlooks are counterbalanced by fiscal headwinds and above-target inflation, requiring a nuanced approach to capture value in emerging market debt.
Read time - 3 min

Important Information

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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