Welcome to our EMEA APAC insights hub

Filter insights

8 October 2024

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

Steven Bell

Chief Economist, EMEA

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

Natalia Luna

Senior Thematic Investment Analyst, Global Research

Pauline Grange

Portfolio Manager

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.
Watch time - 10 mins
30 September 2024

Steven Bell

Chief Economist, EMEA

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
27 September 2024

Gregory Turnbull Schwartz

Senior Analyst, Fixed Income

Boeing bonds bound to bounce back?

With $60 billion of outstanding corporate bonds, the business is among the largest non-financial IG issuers, and it wants to reduce its leverage. But with that being unlikely anytime soon, investors have a decision to make.
23 September 2024

Steven Bell

Chief Economist, EMEA

Will the £22bn black hole suck the UK back into recession?

Are fears for the UK economy overdone? We think so and here’s why.
Watch time - 4 min
23 September 2024

Claire Robbs

CFA, Credit Analyst, Investment Grade Credit Research

Albertine Pegrum-Haram

Climate Change Analyst

Robert Whitworth

CFA, Equity Analyst, Fundamental Research Team

Can the demand for critical minerals be met responsibly?

Solar, wind and batteries all rely on critical minerals. Will the race to unearth them drive innovation or lead to unsustainable practices in global supply chains?
Read time - 7 min
20 September 2024

Direct real estate​

Delivering real estate that is fit for purpose today and in the future.
Watch time - 3 min
19 September 2024

Sally Springer

Senior Thematic Research Analyst, Global Research

James Hodge

Analyst, Research Advanced Analytics

If demographics are destiny, investors should brace for change

World demographics are changing rapidly. With markets experiencing these shifts at different paces, we look at how three major economies are reacting to demographic shifts and highlight the potential implications.
Read time - 8 min
1 2 3 4 5 6 7 8 9 10 11 12 13

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.