au
AU
Australia
en-AU
au_inst_classes
inst
Institutional
en
en
Insights

CIO outlook: global markets, Ukraine, recession fears and supply chains

As the conflict in Ukraine rumbles on we assess the impact of sanctions on Russia. We also consider the actions of central banks’ and explain why and when we expect to see improvement in global supply chain issues.
2 August 2022
Share video
Key topics
Related topics
Listen on Stitcher badge
Share video
Key topics
Related topics

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.

Related Insights

15 November 2023

Balancing uncertainty and optimism

The slowdown we are all expecting keeps being put off, but how severe will it be when it eventually shows up?
Read time - 4 min
2 August 2022

CIO outlook: market conditions, fixed income and equities, commodities and real assets

Our Global CIO on market conditions, fixed income and equities, commodities and real assets
Watch time - 6 min
2 August 2022

CIO outlook: net zero, asset allocation, corporate profits and the tech sector

Our Global CIO on Global CIO, on net zero, asset allocation, corporate profits and the tech sector
Watch time - 6 min
24 June 2026

In Credit Weekly Snapshot – What’s new pussycat?

Larry the long-serving 10 Downing Street cat is set to welcome yet another UK prime minister, the seventh in a decade. Elsewhere, there was a repricing of interest rate risk on hawkish noises from central banks.
23 June 2026

Anthony Willis

Senior Economist, Multi-Asset Solutions team

Market Perspectives: Postcard from Switzerland: Should markets be moving more?

Despite a fluctuating geopolitical and policy backdrop, financial markets have remained relatively contained.
22 June 2026

Pursuing positive impact through fixed income

From 17th‑century Dutch flood defences to modern social bonds, fixed income has long financed vital public needs – emerging as a powerful, scalable force for measurable social impact.
true
true

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.

You may also like

Investment approach

Teamwork defines us and is fundamental to our investment approach, which is structured to facilitate the generation, assessment and implementation of good, strong investment ideas for our portfolios.

Awards

Columbia Threadneedle Investments has received accolades across a wide range of sectors and funds, demonstrating the breadth of our investment expertise.

Contact

For more information about Columbia Threadneedle Investments or our products please contact us.
Icon checked

Thank you. You can now visit your preference centre​ to choose which insights you would like to receive by email.