In Credit Weekly Snapshot – February 2025
Our fixed income team provide their weekly snapshot of market events.
Shared BRICS money: basket currency or basket case?
There has been speculation that a desire to avoid using the US dollar might encourage the BRICS nations to adopt a gold-backed currency. But there are several questions to ask about such a proposal.
EMEA Investment grade examined – H1 2025
As inflation cooled, central banks transitioned from rate rises to a rate cutting cycle, monetary policies loosened and growth gradually slowed. Where do we see things going from here?
In Credit Weekly Snapshot – January 2025
Our fixed income team provide their weekly snapshot of market events.
FX reserves and the 10-10-10 proposition
Over the next 10 years the US dollar will likely surrender another 10% share of global foreign exchange reserves – but there will be no single beneficiary, with 10 different currencies all growing their allocations.
Alpha, an active approach and fundamental research – how we invest in credit
Want to know what differentiates us from our competitors when it comes to investment grade?
EBITDA and the perils of tooth-fairy investing
Company measures based on EBITDA are common in credit investing, even though it doesn’t project a full picture. So, what does Columbia Threadneedle do differently to get a more holistic view?
In Credit Weekly Snapshot – December 2024
Our fixed income team provide their weekly snapshot of market events.
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.
In Credit Weekly Snapshot – November 2024
Our fixed income team provide their weekly snapshot of market events.
