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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

17 März 2026

Andrew Smith

Client Portfolio Manager

Why own US small caps in 2026

Despite the significant policy and geopolitical uncertainty, the investment case for US small caps remains intact.
12 März 2026

Matt LeBlanc

Client Portfolio Manager

The investment opportunity in technology

Technology stands as a key driver of growth, productivity and innovation. We highlight semiconductors and energy names as standout areas for investors within the broader tech landscape.
12 März 2026

Meg O'Connor

Senior Analyst, Equity Research

Travis Flint

CFA, Analyst, Investment Grade Credit

Iran conflict brings oil supply risk into sharp focus

Disruptions linked to Iran have translated geopolitical risk into real oil supply constraints, reshaping global energy markets.
17 März 2026

Anthony Willis

Senior Economist, Multi-Asset Solutions team

Market Perspectives: What will central banks do about $100 oil?

Events in the Middle East mean uncertainty for financial markets. That said, moves remain relatively modest. The S&P 500 stands around 5% lower.
17 März 2026

In Credit Weekly Snapshot – I won’t back down: stalemate in Strait of Hormuz

There seems to be no easy way out of the Iran war, as the ongoing closure of the crucial seaway continues to impact prices and economies around the world. Read on for a breakdown of fixed income news across sectors and regions.
17 März 2026

Andrew Smith

Client Portfolio Manager

Why own US small caps in 2026

Despite the significant policy and geopolitical uncertainty, the investment case for US small caps remains intact.

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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