at
AT
Austria
de-AT
at_inst_classes
inst
Institutional
de
de
Insights

Investment team updates – Bullet points 22 October

Our investment team provide their weekly snapshot of market events.

Market updates | 22 October 2021

No data was found
22 Oktober 2021
Columbia threadneedle investments logo
Columbia Threadneedle Investments
Hauptthemen
Verwandte Themen
Listen on Stitcher badge
Hauptthemen
Verwandte Themen

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

11 September 2026

Europe: better momentum but structural hurdles remain

Although global growth expectations fell after the Iran conflict started, US growth expectations have crept up.
10 September 2026

Senior Portfolio Manager

Global Head of Emerging Market Equities

From Monopoly to Age of Empires - Part II: AI and the new terms of trade: When intelligence becomes abundant, what remains scarce?

In From Monopoly to Age of Empires , we described a world fragmenting into competing technological and economic blocs. Technology, we argued, would not end scarcity.
8 September 2026

Senior Economist, Multi-Asset Solutions team

Delegate OCIO & Strategist

Multi-Asset Investment Outlook 2027: Technological tailwind, geopolitical headwind

The global economy has proved more resilient than many expected, but the investment landscape of 2027 looks materially different from a year ago – shaped by conflict in the Middle East, a reversal in interest rate expectations, and an AI-driven capital expenditure (capex) boom of unprecedented scale.
11 September 2026

Europe: better momentum but structural hurdles remain

Although global growth expectations fell after the Iran conflict started, US growth expectations have crept up.
10 September 2026

Senior Portfolio Manager

Global Head of Emerging Market Equities

From Monopoly to Age of Empires - Part II: AI and the new terms of trade: When intelligence becomes abundant, what remains scarce?

In From Monopoly to Age of Empires , we described a world fragmenting into competing technological and economic blocs. Technology, we argued, would not end scarcity.
8 September 2026

Senior Economist, Multi-Asset Solutions team

Delegate OCIO & Strategist

Multi-Asset Investment Outlook 2027: Technological tailwind, geopolitical headwind

The global economy has proved more resilient than many expected, but the investment landscape of 2027 looks materially different from a year ago – shaped by conflict in the Middle East, a reversal in interest rate expectations, and an AI-driven capital expenditure (capex) boom of unprecedented scale.

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.

Das könnte Ihnen auch gefallen

Investmentansatz

Teamwork bildet eine wichtige Grundlage unseres Anlageprozesses, der so strukturiert ist, dass er die Ausarbeitung, Bewertung und Umsetzung fundierter und vielversprechender Anlageideen für unsere Portfolios erleichtert.

Fonds

Columbia Threadneedle Investments bietet eine umfangreiche Palette von Investmentfonds an, die eine Vielzahl von Anlagezielen abdeckt.

Anlagekapazitäten

Wir bieten eine breite Palette aktiv verwalteter Anlagestrategien und -lösungen, die globale, regionale und lokale Märkte und Anlageklassen abdecken.
Icon checked

Vielen Dank. Sie können jetzt Ihr Präferenzzentrum besuchen, um auszuwählen, welche Insights Sie per E-Mail erhalten möchten.

Bitte bestätigen Sie einige Angaben zu Ihrer Person, um Ihr Präferenzzentrum zu besuchen

*Pflichtfelder

Etwas ist schiefgelaufen, bitte versuchen Sie es erneut

Vielen Dank. Sie können jetzt Ihr Präferenzzentrum besuchen, um auszuwählen, welche Einblicke Sie per E-Mail erhalten möchten.

Um zu sehen und zu aktualisieren, welche Erkenntnisse Sie von uns per E-Mail erhalten, besuchen Sie bitte Ihr Preference Center.