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

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.
8 Juni 2026

Simon Morton-Grant

Client Portfolio Manager

Japan – the renaissance continues

Japan equities continue to deliver double-digit returns, supported by record foreign inflows and growing AI-driven optimism across the market.
6 Juli 2026

Anthony Willis

Senior Economist, Multi-Asset Solutions team

Market Perspectives: Playing for time

After an intense first half, financial markets appear to be entering a more measured phase.
6 Juli 2026

Luke Casey

Senior Client Portfolio Manager, Head of Client Strategy

Pyrspectives - Is it a bubble?

Explore Pyrford's Q2 2026 market outlook, analysing the AI investment boom, hyperscaler capex, AI monetisation trends, data centre constraints, US dollar strength, inflation risks and global economic developments.
2 Juli 2026

Guillaume Langellier

Senior Credit Research Analyst

Should investment grade prime office landlords worry about AI?

AI is reinforcing prime office demand in the short term, but the bigger question is whether productivity gains will ultimately limit hiring and space needs.

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.

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.