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27 August 2024
Equity
Equity
Europe better placed than America… and cheaper
Europe better placed than America… and cheaper
In the US, weakening employment poses risks to both consumer expenditure and growth, while in China both the consumer and the property market are at risk.
Read time - 1 min
27 August 2024
Multi-Asset
Multi Asset
What are central banks telling us about interest rates?
What are central banks telling us about interest rates?
After Jackson Hole, markets are pricing in big rate cuts for the US. What are the risks of disappointment?
Watch time - 4 min
23 August 2024
Equity
Equity - Global
On pause: the one-way certainty of the market is over … for now
On pause: the one-way certainty of the market is over … for now
The macroeconomic backdrop is changing, or at least uncertain. This could shift the pricing of risk assets, but it won’t change what we do, which is look for stronger competitively advantaged businesses that fit our quality growth philosophy.
Read time - 4 mins
19 August 2024
Multi-Asset
Multi Asset
Markets are pricing in bigger rate cuts, are they right?
Markets are pricing in bigger rate cuts, are they right?
Markets have moved to price-in more rate cuts for the US, UK and eurozone. Despite the commonality of the moves, the three economies are not moving in parallel.
Watch time - 4 min
14 August 2024
Fixed income
Fixed Income - Emerging Market Debt, Responsible investment
Seizing value in emerging market debt
Seizing value in emerging market debt
Strong growth outlooks are counterbalanced by fiscal headwinds and above-target inflation, requiring a nuanced approach to capture value in emerging market debt.
Read time - 3 min
12 August 2024
Multi-Asset
Multi Asset
Will rising UK inflation limit interest rate cuts?
Will rising UK inflation limit interest rate cuts?
How will the Bank of England respond to higher wages and energy costs?
Watch time - 5 min
5 August 2024
Multi-Asset
Multi-Asset
Is the US Heading into Recession?
Is the US Heading into Recession?
Does recent US labour market weakness indicate a looming recession or is it a false alarm?
Watch time - 4 min
29 July 2024
Multi-Asset
Multi-Asset
How would markets fare if the US Democrats win in November?
How would markets fare if the US Democrats win in November?
As the race for the White House hots up what might a Harris Presidency look like? And what role will economic fundamentals play?
Watch time - 4 min
22 July 2024
Multi-Asset
Multi-Asset
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
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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.
