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27 November 2023

Steven Bell

Chief Economist, EMEA

UK base rate cuts to be delayed following last week's Autumn Statement

The UK’s Autumn Statement partially relieved the upward trend in taxes. But what does that mean for interest rates? Steven Bell explains why cuts in early 2024 now seem unlikely.
Watch time - 5 min
23 November 2023

Alice Evans

Responsible Investment Strategist

Vicki Bakhshi

Director, Responsible Investment

Letitia Byatt

Social Impact Analyst

ESG Viewpoint: Investing in a Just Transition

It’s essential we consider the social dimension as we transition to a low carbon world. We explore the investment implications of a Just Transition.
Read time - 2 min
23 November 2023

Melda Mergen

Global Head of Equity

With macro risks elevated it’s all about stock selection

There are plenty of macro drivers that will create equity volatility in 2024. To succeed, investors will need to maintain a resilient portfolio.
Read time - 4 min
23 November 2023

Gene Tannuzzo

Global Head of Fixed Income

The peak in rate hikes is an inflection point for bonds

You don’t have to be bearish on the economy to be optimistic on the bond market. Here’s why.
Read time - 4 min
21 November 2023

Vicki Bakhshi

Director, Responsible Investment

Joe Horrocks-Taylor

Senior Associate, Analyst, Responsible Investment

What we expect from COP28 in Dubai

With the 28th round of climate change negotiations looming, we outline some of the main discussion points and consider what progress could be made.
20 November 2023

Steven Bell

Chief Economist, EMEA

Has the bond rally gone too far?

Despite warnings from central banks not to expect rate cuts anytime soon, Steven Bell explains why he expects the downward trend in bond yields to continue.
Watch time - 5 min
15 November 2023

William Davies

Global Chief Investment Officer

Balancing uncertainty and optimism

The slowdown we are all expecting keeps being put off, but how severe will it be when it eventually shows up?
Read time - 4 min
13 November 2023

Steven Bell

Chief Economist, EMEA

Inflation has fallen - what next?

The tide has turned against inflation. Steven Bell, explains why he believes leading central banks will make significant cuts to interest rates in 2024.
Watch time - 5 min
8 November 2023

Sally Springer

Senior Thematic Research Analyst, Global Research

The substitution effect: AI and the labour market

As investors, we need to know how firms will manage the seismic shift that jobs markets will experience due to generative AI over the next few years and decades.
Read time - 2 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.