Insights

Januar 2025

Steven Bell

Chief Economist, EMEA

Have supermarket loyalty cards contributed to UK stagflation ?

Loyalty cards have been a big marketing success for UK supermarkets. 97% of shoppers have at least one and they offer big discounts on selected goods.
Januar 2025

Steven Bell

Chief Economist, EMEA

Have supermarket loyalty cards contributed to UK stagflation ?

Loyalty cards have been a big marketing success for UK supermarkets. 97% of shoppers have at least one and they offer big discounts on selected goods.

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20 Januar 2025

Steven Bell

Chief Economist, EMEA

Have supermarket loyalty cards contributed to UK stagflation ?

Loyalty cards have been a big marketing success for UK supermarkets. 97% of shoppers have at least one and they offer big discounts on selected goods.
17 Januar 2025

Neil Robson

Head of Global Equities

A racing certainty - can big tech beat the odds again?

Bumper earnings have seen big US tech names dominate equity returns. What are their prospects from here and will the rest of the market begin to close the gap?
17 Januar 2025

William F. “Ted” Truscott

Chief Executive Officer

2025 CEO outlook: Is the US market too good to be true?

As the US prepares for a political changing of the guard, our CEO shares his thoughts on where he sees markets opportunities and the potential risks for investors in 2025
14 Januar 2025

Fixed Income Desk

In Credit - Weekly Snapshot

In Credit Weekly Snapshot – January 2025

Our fixed income team provide their weekly snapshot of market events.
14 Januar 2025

Alasdair Ross

Head of Investment Grade Credit

Alpha, an active approach and fundamental research – how we invest in credit

Want to know what differentiates us from our competitors when it comes to investment grade?
13 Januar 2025

Steven Bell

Chief Economist, EMEA

Will the bond market vigilantes hit Equities?

Many analysts of my age are thinking back to the 1970s and 1980s when the US authorities lost control of both inflation and the budget deficit.
10 Januar 2025

Rosa Fenwick

Head of LDI Implementation

Q4 2024 repo update

With political risk/geopolitics to the fore we assess the impact on repo markets and activity.
6 Januar 2025

Steven Bell

Chief Economist, EMEA

Stagflation (UK), Stagnation (Europe) and Goldilocks (US) - What could possibly go wrong?

Stagflation in the UK, stagnation in Europe and goldilocks in the US. This week, we’ll look at what this means and ask where consensus might be wrong.
18 Dezember 2024

Gregory Turnbull Schwartz

Senior Analyst, Fixed Income

EBITDA and the perils of tooth-fairy investing

Company measures based on EBITDA are common in credit investing, even though it doesn’t project a full picture. So, what does Columbia Threadneedle do differently to get a more holistic view?

Wichtige informationen

Das hier zugrundeliegende Research und die Analysen sind von Columbia Threadneedle Investments für die eigenen Investmentaktivitäten erstellt worden. Aufgrund dieser sind möglicherweise bereits Entscheidungen noch vor dieser Publikation getroffen worden. Die Veröffentlichung zum jetzigen Zeitpunkt geschieht zufällig. Aus externen Quellen bezogene Informationen werden zwar als glaubwürdig angesehen, für ihren Wahrheitsgehalt und ihre Vollständigkeit kann jedoch keine Garantie übernommen werden. Alle enthaltenen Meinungsäußerungen entsprechen dem Stand zum Zeitpunkt der Veröffentlichung, können jedoch ohne Benachrichtigung geändert werden.

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