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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

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

Midyear Equity Outlook: Earnings strength fuels optimism

Earnings growth supports a constructive outlook for equities, with AI disruption and high levels of dispersion making diversification and careful stock selection essential.
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.
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.
16 Juni 2026

In Credit Weekly Snapshot – The only way is up

A peace deal between the US and Iran should see the Strait of Hormuz reopen, which triggered a sharp selloff in the oil price and a rally in bond markets. Read on for a breakdown of fixed income news across sectors and regions.
16 Juni 2026

Rosa Fenwick

Head of LDI Implementation

LDI market review and outlook June 2026 – Nothing Trumps political infighting

Political and geopolitical shocks have revived inflation and growth risks, complicating central banks’ easing plans and increasing pressure on UK gilts.

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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