Investment Insights
Keep up to date with global markets and discover our latest thinking.
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22 July 2024
Multi-Asset
Multi-Asset
Chief Economist, EMEA
How would markets fare under President Trump?
How would markets fare under President Trump?
Financial markets will still see Donald Trump as the likely victor in the US presidential race, despite Joe Biden’s withdrawal. What might this mean for markets?
Watch time - 4 min
17 July 2024
Alternatives
Real Estate
Head of Research, Europe, Real Estate (EMEA)
UK Real Estate: Talking points July 2024
UK Real Estate: Talking points July 2024
Political stability, rebased pricing, falling inflation and the expectation of rate cutting are collectively expected to provide a more supportive environment for UK real estate.
Read time 2 min
16 July 2024
Equity - Global
Responsible investment, Equity - Global
Portfolio Manager
On your bike - Shimano and cycling
On your bike - Shimano and cycling
From gearing up Tour de France contenders to a growing e-bike market, Shimano looks well placed.
Read time - 3 min
15 July 2024
Multi-Asset
Multi-Asset
Chief Economist, EMEA
Where to next for UK Interest rates?
Where to next for UK Interest rates?
Market odds for the Bank of England to cut rates in August are better than 50:50. We are less optimistic.
Watch time - 4 min
11 July 2024
Multi-Asset
Multi-Asset
Chief Economist, EMEA
Life under Labour: what is the macro background for the new Government, their likely budget plans and the impact on the economy?
Life under Labour: what is the macro background for the new Government, their likely budget plans and the impact on the economy?
After inheriting a dire fiscal position how will Labour deliver economic growth? We take a closer look at their options and plans.
Read time - 4 min
9 July 2024
Fixed income
Fixed income
Client Portfolio Manager, Emerging Market Debt
Dispelling the myths around emerging market debt
Dispelling the myths around emerging market debt
Emerging markets today bear little resemblance to those rocked by financial crises in the 1980s and 1990s, with the asset class diversified across geography, investment grade, high yield, sovereigns and corporates
Read time - 3 min
8 July 2024
Fixed income
Fixed income
Portfolio Manager, Fixed income
Senior Credit Analyst, Investment Grade
EMEA Investment grade outlook, H2 2024
EMEA Investment grade outlook, H2 2024
Inflation is finally coming down, central banks are poised to cut rates, and credit spreads have withstood volatility in government bonds. So where do we see things going from here?
Read time - 1 min
8 July 2024
Fixed income
Head of Investment Grade Credit, EMEA
Investment grade: attractive yields with lower risk profile
Investment grade: attractive yields with lower risk profile
The asset class is in a fundamentally good place, with the past few years seeing index yields rise to 5.5% – competing quite well with asset classes such as equities.
Watch time - 6 min
4 July 2024
Responsible investment
Responsible investment
Senior Associate, Analyst, Responsible Investment
ESG Viewpoint: Nature Positive commitments: separating the green from greenwash
ESG Viewpoint: Nature Positive commitments: separating the green from greenwash
We outline six attributes of a good Nature Positive commitment and assess how a range of companies are stacking up.
Read time - 5 min
1 July 2024
Multi-Asset
Multi-Asset
Chief Economist, EMEA
A tough fiscal reality awaits new government
A tough fiscal reality awaits new government
A record year for elections – but what do they mean for markets?
Watch time - 8 min
26 June 2024
CIO outlook: Is higher volatility on the horizon?
CIO outlook: Is higher volatility on the horizon?
Interest rates won’t come down as quickly as some had hoped, says our CIO, William Davies, but further gains for equities are still possible this year.
Watch time - 3 min
24 June 2024
Equity
Equities
Global Head of Equities
Equity outlook: High valuations and higher-for-longer rates
Equity outlook: High valuations and higher-for-longer rates
Despite some short-term concerns, we see opportunities in stocks around the globe.
Watch time - 3 min
21 June 2024
Alternatives
Real Estate
Fund Manager & Co-head of Institutional UK Real Estate
Assistant Fund Manager
Green to gold: realising opportunities from the carbon transition
Green to gold: realising opportunities from the carbon transition
We explore the interventions required to monetise green energy, and how investors might benefit from the carbon transition.
Read time - 2 min
20 June 2024
Fixed income
Responsible investment
Client Portfolio Manager, Fixed Income
What do geopolitical risks mean for central bank FX reserves managers?
What do geopolitical risks mean for central bank FX reserves managers?
Two major industry surveys show that adjusting for geopolitical challenges will impact the way foreign exchange reserves are managed
Read time - 8 min
19 June 2024
Responsible investment
Responsible investment
Senior Thematic Research Analyst, Global Research
Human capital – supply: the impact of demographic transition on investments
Human capital – supply: the impact of demographic transition on investments
Working populations are in decline, with the demographic dividend that has supported economic growth in many developed markets under threat. This will have a direct impact on the firms in which we invest.
Read time - 8 min
17 June 2024
Multi-Asset
Multi-Asset
Chief Economist, EMEA
Elections, interest rates and markets
Elections, interest rates and markets
A record year for elections – but what do they mean for markets?
Watch time - 4 min
17 June 2024
Multi-Asset
Multi-Asset
Fund Manager, Multi-asset
Head of Dynamic Real Return, Multi-asset
Back to basics: why the time is right for a return to multi-asset
Back to basics: why the time is right for a return to multi-asset
The great reset in bond yields and the prospect of inflation falling further means multi-asset is once again an attractive option for investors seeking a smoother return profile.
Read time - 3 min
14 June 2024
Fixed income
Fixed income
Global Head of Fixed Income
Fixed-income outlook: Shifting opportunities for bond investors
Fixed-income outlook: Shifting opportunities for bond investors
In an environment of tighter credit spreads, investors will have to look closely to find relative value.
Read time - 1 min
14 June 2024
Responsible investment
Fixed income
Senior Thematic Investment Analyst, Global Research
US elections: the Inflation Reduction Act and the risk of repeal
US elections: the Inflation Reduction Act and the risk of repeal
A full reversal is considered unlikely, but we believe the possibility of a partial repeal, which could see tax credits and funding programmes weakened, is underappreciated. Here is how Columbia Threadneedle will assess this risk and the potential implications for the most exposed sectors.
Read time - 3 min
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The analysis included on this website is for professional investors in EMEA APAC. This material should not be considered as an offer, solicitation, advice or an investment recommendation. This communication is valid at the date of publication and may be subject to change without notice. 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.