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18 March 2024
Multi-Asset
Multi-Asset
Chief Economist, EMEA
Will sticky inflation stop the US cutting interest rates?
Will sticky inflation stop the US cutting interest rates?
Disappointing data has dampened expectations around US rate cuts. We think that pessimism is overdone and explain why.
Watch time - 6 min
11 March 2024
Multi-Asset
Multi-Asset
Chief Economist, EMEA
Interest cuts to start in June
Interest cuts to start in June
Consensus for June rate cuts from the Fed and ECB are firm. What are the odds that the UK, seen as a laggard, could follow through too?
Watch time - 5 min
8 March 2024
Responsible investment
Responsible investment
Corporate Governance Analyst
ESG Viewpoint: The cost of gender disparity in Asian companies
ESG Viewpoint: The cost of gender disparity in Asian companies
We’ve been engaging with 26 of Asia’s most influential companies on this topic.
Read time - 6 min
6 March 2024
Multi-Asset
Multi-Asset
Chief Economist, EMEA
Interest rates, growth and financial markets
Interest rates, growth and financial markets
In the absence of significant economic contraction, central banks look set to hold off cutting rates until wage inflation eases. What can we expect from financial markets?
Read time - 4 min
26 February 2024
Multi-Asset
Multi-Asset
Chief Economist, EMEA
Low inflation to create unusual dilemma for the Bank of England
Low inflation to create unusual dilemma for the Bank of England
In an election year, pressure for a cut in rates will only grow as inflation eases. What is the BoE to do?
Watch time - 5 min
23 February 2024
Fixed income
Fixed Income
Senior Credit Analyst
Senior Equity Analyst
Senior Equity Analyst
NYCB blues… could events at the bank hit smaller institutions?
NYCB blues… could events at the bank hit smaller institutions?
Is the banking system still vulnerable to aftershocks as central banks continue quantitative tightening?
Read time - 5 min
19 February 2024
Multi-Asset
Multi-Asset
Chief Economist, EMEA
UK recession: what next?
UK recession: what next?
Why an upturn looks likely and what that could mean for markets.
Watch time - 5 min
15 February 2024
Alternatives
Real Estate
Head of Research & Analytics, Real Estate (US), Lionstone Investments
Head of Research, Europe, Real Estate (EMEA)
Portfolio Analyst
2024 Global Real Estate Outlook
2024 Global Real Estate Outlook
What's in store for real estate in 2024? Global megatrends and financial conditions will impact returns and sector allocation.
Read time - 4 min
12 February 2024
Multi-Asset
Multi-Asset
Chief Economist, EMEA
How far will interest rates fall?
How far will interest rates fall?
Discussing the extent of cuts and the implications for markets?
Watch time - 5 min
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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.