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Insights

Investment team updates – Bullet points 22 October

Our investment team provide their weekly snapshot of market events.

Market updates | 22 October 2021

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22 Oktober 2021
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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.

Verwandte Beiträge

16 Juli 2026

Natalia Luna

Senior Thematic Investment Analyst

Decoding investment signals from the AI build-out

The artificial intelligence (AI) boom is dominating the narrative in global equity markets and reshaping the investment opportunity set.
17 Juni 2026

Tiffany Wade

Senior Portfolio Manager

David Goodman

Senior Equity Research Analyst

Beyond hype: AI benefits taking shape

AI is moving beyond the hype cycle, with real productivity gains beginning to emerge. The biggest investment opportunities may lie with companies that can translate adoption into durable competitive advantage.
11 Juni 2026

Nicolas Janvier

Head of North American Equities

Neil Robson

Head of Global Equities, EMEA

Aktienausblick zur Jahresmitte: Gewinnstärke stützt Optimismus

Das Gewinnwachstum unterstützt weiterhin einen konstruktiven Ausblick für globale Aktien, selbst vor dem Hintergrund anhaltender geopolitischer Unsicherheiten.
16 Juli 2026

Gregory Turnbull Schwartz

Senior Analyst, Fixed Income

Data centres: the credit opportunity beyond hyperscalers

As hyperscalers commit vast sums to data centres, the more compelling story for credit investors may be the manufacturers supplying the physical infrastructure.
16 Juli 2026

Natalia Luna

Senior Thematic Investment Analyst

Decoding investment signals from the AI build-out

The artificial intelligence (AI) boom is dominating the narrative in global equity markets and reshaping the investment opportunity set.
14 Juli 2026

In Credit Weekly Snapshot – Back on the chain gang

France’s finances remain an issue, with political instability likely to delay efforts to tackle the deficit. Elsewhere, the Middle East weighs on central banks.

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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