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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

23 April 2026

Cory Unal

Portfolio Manager

Dara White

Global Head of Emerging Market Equities

From Monopoly to Age of Empires: Emerging markets in the new global regime

Middle East tensions underscore a regime shift toward security and industrial capacity, reshaping the global order and having profound implications for portfolio construction.
14 April 2026

Francis Ellison

Client Portfolio Manager

Während sich Europa einem Wendepunkt nähert, gibt es zahlreiche hochwertige Juwelen

Der europäische Aktienmarkt begann 2026 positiv, da sich die Verlagerung von den USA nach Europa und Asien fortsetzte. Die relative Stabilität des Alten Kontinents war die Motivation.
14 April 2026

Francis Ellison

Client Portfolio Manager

Europe at a turning point – picking the winners

Looking through market volatility to find Europe’s best companies.
24 April 2026

Luke Copley

Client Portfolio Manager, Fixed Income

The role of asset-backed securities in pension scheme LDI portfolios

The US securitised credit market has demonstrated strong risk-adjusted return outcomes, often decorrelated to traditional fixed income assets.
23 April 2026

Cory Unal

Portfolio Manager

Dara White

Global Head of Emerging Market Equities

From Monopoly to Age of Empires: Emerging markets in the new global regime

Middle East tensions underscore a regime shift toward security and industrial capacity, reshaping the global order and having profound implications for portfolio construction.
21 April 2026

In Credit Weekly Snapshot – All around the world

After another week in which geopolitics set the stage for wider market moves, latest data shows a stabilisation in the decline of global democracy scores.

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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