Insights

January 2025

Neil Robson

Head of Global Equities

A racing certainty - can big tech beat the odds again?

Bumper earnings have seen big US tech names dominate equity returns. What are their prospects from here and will the rest of the market begin to close the gap?
January 2025

Neil Robson

Head of Global Equities

A racing certainty - can big tech beat the odds again?

Bumper earnings have seen big US tech names dominate equity returns. What are their prospects from here and will the rest of the market begin to close the gap?

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17 January 2025

Neil Robson

Head of Global Equities

A racing certainty - can big tech beat the odds again?

Bumper earnings have seen big US tech names dominate equity returns. What are their prospects from here and will the rest of the market begin to close the gap?
17 January 2025

William F. “Ted” Truscott

Chief Executive Officer

2025 CEO outlook: Is the US market too good to be true?

As the US prepares for a political changing of the guard, our CEO shares his thoughts on where he sees markets opportunities and the potential risks for investors in 2025
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.
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.
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?
17 December 2024

Fixed Income Desk

In Credit - Weekly Snapshot

In Credit Weekly Snapshot – December 2024

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

Steven Bell

Chief Economist, EMEA

Closing Bell 2024 : ‘Immaculate disinflation’ and the ‘Magnificent Seven’

US mega-cap tech stocks drove strong equity returns whereas bonds had a largely dull year. Is the stage set for continued US outperformance in 2025?
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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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