Insights

December 2024
Global investment solutions

Simon Bentley

Managing Director, Head of UK Solutions Client Portfolio Management

LDI market trends – getting things in perspective

Is now a good time to hedge liabilities?
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December 2024
Global investment solutions

Simon Bentley

Managing Director, Head of UK Solutions Client Portfolio Management

LDI market trends – getting things in perspective

Is now a good time to hedge liabilities?
Read more

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11 December 2024
Global investment solutions

Simon Bentley

Managing Director, Head of UK Solutions Client Portfolio Management

LDI market trends – getting things in perspective

Is now a good time to hedge liabilities?
Read more
11 December 2024
Fixed income
Fixed income

Fixed Income Desk

In Credit - Weekly Snapshot

In Credit Weekly Snapshot – December 2024

Our fixed income team provide their weekly snapshot of market events.
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9 December 2024
Fixed income

Rosalie Pinkney

Senior Credit Analyst

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.
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9 December 2024
Multi-Asset
Multi Asset

Steven Bell

Chief Economist, EMEA

Is the UK heading for recession?

There has been a major decline in optimism about UK economic prospects in recent months.
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9 December 2024
Multi-Asset

Christopher Mahon

Head of Dynamic Real Return, Multi-asset

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.
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6 December 2024
Equity
Equity

Jim Griffin

Investment Content Manager

Market Monitor – 6 December 2024

Global stock markets have enjoyed a largely positive week, despite political turmoil in Europe and the Far East.
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6 December 2024
Equity
Equity

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.
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5 December 2024
Alternatives
Alternatives, Real Estate

Joanna Tano

Head of Research, Europe, Real Estate (EMEA)

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?
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2 December 2024
Multi-Asset
Multi Asset

Steven Bell

Chief Economist, EMEA

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.
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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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