Welcome to our EMEA APAC insights hub
Filter insights
9 May 2024
Fixed income
Fixed income
Portfolio Manager, Fixed income
Senior Credit Analyst
Irish banks: a classic turnaround tale... and opportunity
Irish banks: a classic turnaround tale... and opportunity
The sector has gone from being one of the riskiest in Europe to among the safest – an excellent example of the situations we look for, and that our deep research and bottom-up approach allows us to benefit from.
Read time - 3 min
7 May 2024
Multi-Asset
Multi-Asset
Chief Economist, EMEA
Interest rate cuts back on the agenda
Interest rate cuts back on the agenda
Pessimism about the prospects for US interest rates cuts has been growing steadily as 2024 has developed. But there was a big change last Friday.
Watch time - 6 min
25 April 2024
Alternatives
Outlook
Head of Research, Europe, Real Estate (EMEA)
UK Real Estate: Talking Points April 2024
UK Real Estate: Talking Points April 2024
Our quarterly snapshot of current real estate market trends.
Read time - 2 min
23 April 2024
Multi-Asset
Multi-Asset
Director, Portfolio Manager, Multi Asset Solutions
Earnings season: Will Q1 earnings deliver?
Earnings season: Will Q1 earnings deliver?
After a strong start to the earnings season, a big week lies ahead.
Watch time - 5 min
22 April 2024
Responsible investment
Responsible investment
Senior Thematic Research Analyst
Regulation set to supercharge push on plastics
Regulation set to supercharge push on plastics
Voluntary recycled plastic goals haven't really worked, but markets representing 30% of global GDP now have firm targets. How will companies and investors cope?
Read time - 3 min
17 April 2024
Equity
Global equities, Responsible Investment
Managing Director, Head of Global ESG Equities
In search of sustainability – following Highway 101
In search of sustainability – following Highway 101
Travelling down the US west coast we met 25 companies in five days. Learn more about the tech and healthcare businesses shaping our future.
Read time - 3 min
15 April 2024
Multi-Asset
Multi-Asset
Chief Economist, EMEA
Is interest rate pessimism overdone?
Is interest rate pessimism overdone?
The European Central Bank looks set to cut in June and there are reasons to believe the US and UK won’t be too far behind.
Watch time - 6 min
11 April 2024
Responsible investment
Responsible investment
Stewardship quarterly - Q4 2023
Stewardship quarterly - Q4 2023
Our report outlines our global active
ownership, including a selection of engagement case studies.
Read time - 4 min
8 April 2024
Multi-Asset
Multi-Asset
Chief Economist, EMEA
Interest rates, inflation and immigration
Interest rates, inflation and immigration
Do rising US rents, fuelled in part by higher immigration, call for a reappraisal of the likely scale and pace of US interest rate cuts?
Watch time - 6 min
Filter insights on this page
Capabilities
Themes
Capabilities
Themes
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.