Insights

February 2024

Dick Manuel

Senior Equity Analyst

Peter Tiletnick

Senior Equity Analyst

NYCB blues… could events at the bank hit smaller institutions?

Is the banking system still vulnerable to aftershocks as central banks continue quantitative tightening?
Read time - 5 min
February 2024

Dick Manuel

Senior Equity Analyst

Peter Tiletnick

Senior Equity Analyst

NYCB blues… could events at the bank hit smaller institutions?

Is the banking system still vulnerable to aftershocks as central banks continue quantitative tightening?
Read time - 5 min

All insights

Filter insights

23 February 2024

Dick Manuel

Senior Equity Analyst

Peter Tiletnick

Senior Equity Analyst

NYCB blues… could events at the bank hit smaller institutions?

Is the banking system still vulnerable to aftershocks as central banks continue quantitative tightening?
Read time - 5 min
19 February 2024

Steven Bell

Chief Economist, EMEA

UK recession: what next?

Why an upturn looks likely and what that could mean for markets.
Watch time - 5 min
15 February 2024

2024 Global Real Estate Outlook

What's in store for real estate in 2024? Global megatrends and financial conditions will impact returns and sector allocation.
Read time - 4 min
12 February 2024

Steven Bell

Chief Economist, EMEA

How far will interest rates fall?

Discussing the extent of cuts and the implications for markets?
Watch time - 5 min
9 February 2024

Paul Doyle

Head of Europe ex-UK Equities

All eyes on quality defensives

Equity markets have rallied, inflation is falling, interest rates are peaking, and 2024 rate cuts are already priced into markets.
Read time - 2 min
7 February 2024

India and Indonesia: assessing the impact of 2024 elections

Over the last decade, leaders in Indonesia and India have capitalised on their popularity and successfully enacted reform policies that have boosted long-term investment and exports.
Read time - 3 min
7 February 2024

Investment conclusions from 2023’s clean energy sell-off

The clean energy index had a tough 2023, but we believe there was an overreaction in markets that didn’t appreciate the nuance of the energy transition.
Read time - 8 min
5 February 2024

Small wonder: the case for global small cap

We believe the small cap market offers exposure to quality global companies with diverse earnings drivers and potential for resilience, regardless of the the macroeconomic backdrop.
Read time - 5 min
5 February 2024

Steven Bell

Chief Economist, EMEA

Interest rate cuts delayed

Central bankers have been pushing back on expectations for early interest rate cuts. Steven Bell discusses the likely timing and extent of cuts.
Watch time - 5 min
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18

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.

You may also like

About us

Millions of people around the world rely on Columbia Threadneedle Investments to manage their money. We look after investments for individual investors, financial advisers and wealth managers, as well as insurance firms, pension funds and other institutions.

Our funds

Columbia Threadneedle Investments has a comprehensive range of investment funds catering for a broad range of objectives.

Our capabilities

We offer a broad range of actively managed investment strategies and solutions covering global, regional and domestic markets and asset classes.