Insights

January 2025

Fixed Income Desk

In Credit - Weekly Snapshot

In Credit Weekly Snapshot – January 2025

Our fixed income team provide their weekly snapshot of market events.
January 2025

Fixed Income Desk

In Credit - Weekly Snapshot

In Credit Weekly Snapshot – January 2025

Our fixed income team provide their weekly snapshot of market events.

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14 January 2025

Fixed Income Desk

In Credit - Weekly Snapshot

In Credit Weekly Snapshot – January 2025

Our fixed income team provide their weekly snapshot of market events.
14 January 2025

Alasdair Ross

Head of Investment Grade Credit

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?
13 January 2025

Steven Bell

Chief Economist, EMEA

Will the bond market vigilantes hit Equities?

Many analysts of my age are thinking back to the 1970s and 1980s when the US authorities lost control of both inflation and the budget deficit.
10 January 2025

Jim Griffin

Investment Content Manager

Market Monitor – 10 January 2025

Global stock markets enjoyed mixed fortunes this week, with investors remaining concerned that central banks may be forced to keep interest rates at or near current levels for longer than expected.
10 January 2025

Anthony Willis

Investment Manager

Multi-Manager Perspectives: Five big questions for 2025

Recent days have given us a hint of some key themes for the year, not least plenty of political noise from incoming President Donald Trump.
6 January 2025

Steven Bell

Chief Economist, EMEA

Stagflation (UK), Stagnation (Europe) and Goldilocks (US) - What could possibly go wrong?

Stagflation in the UK, stagnation in Europe and goldilocks in the US. This week, we’ll look at what this means and ask where consensus might be wrong.
20 December 2024

Jim Griffin

Investment Content Manager

Market Monitor – 20 December 2024

Global stock markets sustained heavy losses this week, with post-US election euphoria evaporating and Christmas cheer in short supply.
20 December 2024

Anthony Willis

Investment Manager

Multi-Manager Perspectives: Merry Christmas… but the Fed points to a slightly less Happy New Year…

It might be the week before Christmas, but 2024 is not done with us quite yet.
18 December 2024

Gregory Turnbull Schwartz

Senior Analyst, Fixed Income

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?
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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.

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