Insights
December 2024
Equity
It’s a value trap! How research intensity can help reveal genuine recovery stocks
It’s a value trap! How research intensity can help reveal genuine recovery stocks
With intangible asset growth increasingly a driver of performance growth, a core research theme for us is ‘human capital’. It's just one way our Global Fundamental Research Group feeds into our investment process.
December 2024
Equity
It’s a value trap! How research intensity can help reveal genuine recovery stocks
It’s a value trap! How research intensity can help reveal genuine recovery stocks
With intangible asset growth increasingly a driver of performance growth, a core research theme for us is ‘human capital’. It's just one way our Global Fundamental Research Group feeds into our investment process.
All insights
13 December 2024
Equity
It’s a value trap! How research intensity can help reveal genuine recovery stocks
It’s a value trap! How research intensity can help reveal genuine recovery stocks
With intangible asset growth increasingly a driver of performance growth, a core research theme for us is ‘human capital’. It's just one way our Global Fundamental Research Group feeds into our investment process.
11 December 2024
Fixed income
Fixed income
In Credit Weekly Snapshot – December 2024
In Credit Weekly Snapshot – December 2024
Our fixed income team provide their weekly snapshot of market events.
9 December 2024
Fixed income
European banks: strong fundamentals and pockets of value
European banks: strong fundamentals and pockets of value
It’s a sector which we’re positive on, for several reasons ranging from regulation and valuations to fundamentals.
9 December 2024
Multi-Asset
Multi Asset
Is the UK heading for recession?
Is the UK heading for recession?
There has been a major decline in optimism about UK economic prospects in recent months.
9 December 2024
Multi-Asset
Consolidate with caution - Too much focus on scale could come at the expense of innovation
Consolidate with caution - Too much focus on scale could come at the expense of innovation
Chancellor Rachel Reeves is right to identify excessive risk aversion as a critical issue in UK pensions. Her solution is consolidation, but while boosting scale this way is helpful, it is no magic wand.
6 December 2024
Equity
Equity
UK equities: don’t believe the doom mongers
UK equities: don’t believe the doom mongers
While Labour’s first Budget was a surprise in terms of the scale of the fiscal loosening, there remain grounds for cautious optimism about UK equities.
5 December 2024
Alternatives
Alternatives, Real Estate
2025 Global Real Estate Outlook: Is property at a turning point?
2025 Global Real Estate Outlook: Is property at a turning point?
Global property prices have broadly stabilised. With interest rates heading lower, is real estate at a turning point?
2 December 2024
Multi-Asset
Multi Asset
The US under the new President: four good years or four bad?
The US under the new President: four good years or four bad?
It is no exaggeration to say that financial markets and governments across the world have greeted the clean sweep by Republicans in the US elections with some nervousness.
26 November 2024
Fixed income
Fixed income
In Credit Weekly Snapshot – November 2024
In Credit Weekly Snapshot – November 2024
Our fixed income team provide their weekly snapshot of market events.
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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.
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