Investment team updates - Bullet points 12 March - UK - EN

en-GB

gb_inst_classes

featured_gb_inst

inst

Institutional

Our investment team provide their weekly snapshot of market events.

Market updates | 12 March 2021

Market updates

PDF

Market updates 12 March 2021

12 March 2021

Columbia Threadneedle Investments

Key topics

Equity

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.

Related Insights

18 November 2025

Equity

Nicolas Janvier

Head of North American Equities

Neil Robson

Head of Global Equities, EMEA

2026 Equity Outlook: Harnessing growth with a broad view

We maintain a constructive outlook for equities, with a broadening of opportunities for selective investment, backed by disciplined diversification.

14 November 2025

Equity - Global

Natalia Luna

Senior Investment Analyst, Sustainability Research

Olivia Watson

Senior Analyst, Sustainable Research

AI growth: energy, emissions and water considerations

Artificial intelligence is hungry for power and thirsty for water. We discuss advances and innovations that could alleviate the problems and highlight related investment opportunities.

6 November 2025

Equity

The resurgence of financial deregulation: implications for markets and investors

Financial deregulation has re-emerged as a significant theme, creating new opportunities but reopening familiar vulnerabilities

3 December 2025

Fixed income

Luke Copley

Client Portfolio Manager, Fixed Income

Jason Callan

Co-Head of Structured Assets, Senior Portfolio Manager

Ryan Osborn

Co-Head of Structured Assets, Senior Portfolio Manager

LDI focus: Diversification benefits of US securitised credit

US securitised assets offer diversification benefits in a marketplace that offers attractive yields for its high-quality nature. When blended into LDI portfolios there is opportunity to enhance collateral waterfall resilience while improving risk/return dynamics.

2 December 2025

Fixed income

In Credit Weekly Snapshot – Tired of waiting for you

The European Central Bank is contending with increased fiscal spending and a massive shift in the Dutch pension system, leaving markets seeking clarity. Read on for a breakdown of fixed income news across sectors and regions.

1 December 2025

Multi-Asset

Multi asset

Anthony Willis

Senior Economist, Multi-Asset Solutions team

Weekly Perspectives: Can we now move on from the UK budget?

Chancellor Rachel Reeves achieved her budgetary goals: – the OBR is happy, markets are calm, and Labour backbenchers are content. But is that good enough?

Investment team updates – Bullet points 12 March

Market updates | 12 March 2021

Important information

Related Insights

2026 Equity Outlook: Harnessing growth with a broad view

AI growth: energy, emissions and water considerations

The resurgence of financial deregulation: implications for markets and investors

LDI focus: Diversification benefits of US securitised credit

In Credit Weekly Snapshot – Tired of waiting for you

Weekly Perspectives: Can we now move on from the UK budget?

Important information

You may also like

Investment approach

Funds and Prices

Investment Strategies

Please confirm a few details about yourself to visit your preference centre

Thank you. You can now visit your preference centre to choose which insights you would like to receive by email.

To view and control which insights you receive from us by email, please visit your preference centre.

CT Property Trust- Fund Manager Update