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2 December 2024
Multi-Asset
Multi Asset
The US under the new President: four good years or four bad?
The US under the new President: four good years or four bad?
It is no exaggeration to say that financial markets and governments across the world have greeted the clean sweep by Republicans in the US elections with some nervousness.
21 November 2024
Macro Outlook
2025 Macro Outlook: Slower growth amid geopolitical uncertainty, but opportunities remain
2025 Macro Outlook: Slower growth amid geopolitical uncertainty, but opportunities remain
Headwinds are blowing but conditions are supportive, so we see both risks and opportunities in 2025.
19 November 2024
Equity
Equity
2025 Equity Outlook: Will lower rates and strong earnings be enough to keep markets up?
2025 Equity Outlook: Will lower rates and strong earnings be enough to keep markets up?
Going into 2025, strong company fundamentals and trends in innovation could be outweighed by increased geopolitical risk and policy uncertainty.
18 November 2024
Multi-Asset
Lifestyling: the Achilles heel in DC pensions
Lifestyling: the Achilles heel in DC pensions
Why too much derisking – the accepted orthodoxy in UK defined contribution pensions – is a bad thing.
15 November 2024
Fixed income
Fixed Income
2025 Fixed Income Outlook: A year of opportunity amid economic uncertainty?
2025 Fixed Income Outlook: A year of opportunity amid economic uncertainty?
Soft landing supports bond performance – but will it last?
12 November 2024
Responsible investment
COP29: Will it deliver on climate finance?
COP29: Will it deliver on climate finance?
With mitigation and adaptation needs running into hundreds of billions of dollars, and public finances stretched, the private sector will need to deliver much of the necessary ‘climate finance’
11 November 2024
Multi-Asset
Multi Asset
Will trade wars end the Equity Bull market?
Will trade wars end the Equity Bull market?
Assessing the impact of Trump-era trade tariffs.
4 November 2024
Multi-Asset
Multi Asset
Britain's big Budget - will it work?
Britain's big Budget - will it work?
The sheer scale of the fiscal changes in the recent budget were surprising, and confirmed growing fears around tax rises. But might UK businesses respond by boosting productivity?
28 October 2024
Multi-Asset
Multi Asset
Looking beyond the UK Budget
Looking beyond the UK Budget
The new UK government’s first Budget looks set to be an historic event.
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Capabilities
Themes
Capabilities
Themes
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.
