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22 July 2024
Multi-Asset
Multi-Asset
Chief Economist, EMEA
How would markets fare under President Trump?
How would markets fare under President Trump?
Financial markets will still see Donald Trump as the likely victor in the US presidential race, despite Joe Biden’s withdrawal. What might this mean for markets?
Watch time - 4 min
17 July 2024
Alternatives
Real Estate
Head of Research, Europe, Real Estate (EMEA)
UK Real Estate: Talking points July 2024
UK Real Estate: Talking points July 2024
Political stability, rebased pricing, falling inflation and the expectation of rate cutting are collectively expected to provide a more supportive environment for UK real estate.
Read time 2 min
16 July 2024
Equity - Global
Responsible investment, Equity - Global
Portfolio Manager
On your bike - Shimano and cycling
On your bike - Shimano and cycling
From gearing up Tour de France contenders to a growing e-bike market, Shimano looks well placed.
Read time - 3 min
15 July 2024
Multi-Asset
Multi-Asset
Chief Economist, EMEA
Where to next for UK Interest rates?
Where to next for UK Interest rates?
Market odds for the Bank of England to cut rates in August are better than 50:50. We are less optimistic.
Watch time - 4 min
11 July 2024
Multi-Asset
Multi-Asset
Chief Economist, EMEA
Life under Labour: what is the macro background for the new Government, their likely budget plans and the impact on the economy?
Life under Labour: what is the macro background for the new Government, their likely budget plans and the impact on the economy?
After inheriting a dire fiscal position how will Labour deliver economic growth? We take a closer look at their options and plans.
Read time - 4 min
9 July 2024
Fixed income
Fixed income
Client Portfolio Manager, Emerging Market Debt
Dispelling the myths around emerging market debt
Dispelling the myths around emerging market debt
Emerging markets today bear little resemblance to those rocked by financial crises in the 1980s and 1990s, with the asset class diversified across geography, investment grade, high yield, sovereigns and corporates
Read time - 3 min
8 July 2024
Fixed income
Fixed income
Portfolio Manager, Fixed income
Senior Credit Analyst, Investment Grade
EMEA Investment grade outlook, H2 2024
EMEA Investment grade outlook, H2 2024
Inflation is finally coming down, central banks are poised to cut rates, and credit spreads have withstood volatility in government bonds. So where do we see things going from here?
Read time - 1 min
8 July 2024
Fixed income
Head of Investment Grade Credit, EMEA
Investment grade: attractive yields with lower risk profile
Investment grade: attractive yields with lower risk profile
The asset class is in a fundamentally good place, with the past few years seeing index yields rise to 5.5% – competing quite well with asset classes such as equities.
Watch time - 6 min
4 July 2024
Responsible investment
Responsible investment
Senior Associate, Analyst, Responsible Investment
ESG Viewpoint: Nature Positive commitments: separating the green from greenwash
ESG Viewpoint: Nature Positive commitments: separating the green from greenwash
We outline six attributes of a good Nature Positive commitment and assess how a range of companies are stacking up.
Read time - 5 min
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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.