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23 October 2024
Alternatives
Real Estate
Head of Research, Europe, Real Estate (EMEA)
UK Real Estate: Talking Points October 2024
UK Real Estate: Talking Points October 2024
Welcome to our quarterly snapshot of current real estate market trends.
21 October 2024
Multi-Asset
Multi Asset
Chief Economist, EMEA
Will there be any good news in the Budget?
Will there be any good news in the Budget?
Taxes set to rise but the economy is improving.
17 October 2024
Responsible investment
Responsible investment
Senior Thematic Investment Analyst, Global Research
Power hungry AI - investment implications in the era of energy transition
Power hungry AI - investment implications in the era of energy transition
Understanding the options for power provision and assessing the investment opportunities resulting from AI’s thirst for energy.
Read time - 2 min
14 October 2024
Multi-Asset
Multi Asset
Chief Economist, EMEA
UK interest rates: Bad news from the US, good news from Europe, what will the Budget bring?
UK interest rates: Bad news from the US, good news from Europe, what will the Budget bring?
Why we expect the pace of rate cuts to slow.
8 October 2024
Responsible investment
Responsible Investment
The climate risk ‘hot potato’– which sector will be left with burnt fingers?
The climate risk ‘hot potato’– which sector will be left with burnt fingers?
A secure and consistent supply of critical minerals is fundamental to the energy transition and to achieving net-zero, but demand is putting pressure on supply chains and costs, and risks polarising sentiment around the energy transition.
7 October 2024
Fixed income
Slow-speed crash? Problems for the European auto sector pile up
Slow-speed crash? Problems for the European auto sector pile up
Healthy cash balances built up over the past three years will be tested as firms attempt to weather the four-pronged oncoming storm of labour relations, EV uptake, emissions regulations and China.
7 October 2024
Multi-Asset
Multi Asset
Chief Economist, EMEA
ECB to cut rates as recession risks rise but markets dance to US tune
ECB to cut rates as recession risks rise but markets dance to US tune
Is the risk of recession in the US really over? And what will it take to get investors to switch focus to Europe?
Watch time - 4 min
2 October 2024
Equity
Senior Thematic Investment Analyst, Global Research
Portfolio Manager
US election: the Inflation Reduction Act (IRA) and the risk of repeal - Implications for investors
US election: the Inflation Reduction Act (IRA) and the risk of repeal - Implications for investors
The multi decade transition to green energy should remain intact. We explain why and highlight companies set to benefit.
30 September 2024
Multi-Asset
Multi Asset
Chief Economist, EMEA
Will £ Hit $1.50 in 2025?
Will £ Hit $1.50 in 2025?
Signs indicate sterling’s ascent has begun in earnest. How soon before it reaches $1.50?
Watch time - 4 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.