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Insights

CIO outlook: market conditions, fixed income and equities, commodities and real assets

What’s next for financial markets? William Davies explores the impact of high inflation and rising interest rates across asset classes. Do we expect the second half of 2022 to prove as challenging as the first?
2 August 2022
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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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Macro Pulse: The midterms change the US political landscape

The US midterm elections saw the Democrats making substantial gains to win both the House and the Senate by a significant margin. Democrats won a Senate seat in Texas, their first since 1988, and in Kansas, for the first time in almost 100 years.
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Global technology investing: AI and beyond

We sat down with two of our global technology portfolio managers to get an insight into what they are watching across the sector.
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In Credit Weekly Snapshot – Tech it to the limit

The AI financing wave is weighing on the weakest credits within high yield. The key question is, will the stress be contained at the bottom of the spectrum?
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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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