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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

27 Mai 2026

Paul Doyle

Head of Large Cap European Equities

Europa ist gegenüber dem anhaltenden Konflikt misstrauisch

Die Märkte hatten für Europa 2026 ein zweistelliges Wachstum erwartet, das jedoch von der Nahost-Krise beeinträchtigt wurde.
21 Mai 2026

Alex Landau

Client Portfolio Manager, European equities

Europas Chance für Qualitätswachstum

Europa erlebt eine Transformation, in deren Zuge neue Cluster hochwertiger Unternehmen entstehen.
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.
2 Juni 2026

In Credit Weekly Snapshot – Living in a box

The European Central Bank’s inflation policy target is causing it a headache, as central banks across the world grapple with the Middle East issue.
2 Juni 2026

Midyear Macro Outlook: Persistence, perception and the path ahead for markets

Markets remain strikingly resilient despite geopolitical strain, but how they absorb economic and technological uncertainty will shape the path ahead.
1 Juni 2026

Anthony Willis

Senior Economist, Multi-Asset Solutions team

Market Perspectives: Falling oil, rising optimism

Investor sentiment has improved as markets assess the possibility of further de-escalation between the US and Iran – whether through a broader agreement or an extension of the ceasefire.

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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