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In Credit Weekly Snapshot – November 2024

A tale of two economies

Key markets overview

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In Credit Weekly Snapshot – 25 November 2024

The times they are a-changin’

Key markets overview

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In Credit Weekly Snapshot – 18 November 2024

The winner takes it all

Key markets overview

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In Credit Weekly Snapshot –11 November 2024

A little anarchy in the UK

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In Credit Weekly Snapshot – 4 November 2024

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It’s a sector which we’re positive on, for several reasons ranging from regulation and valuations to fundamentals.
There has been a major decline in optimism about UK economic prospects in recent months.
Chancellor Rachel Reeves is right to identify excessive risk aversion as a critical issue in UK pensions. Her solution is consolidation, but while boosting scale this way is helpful, it is no magic wand.
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In Credit Weekly Snapshot – November 2024

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.

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It’s a sector which we’re positive on, for several reasons ranging from regulation and valuations to fundamentals.
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Is the UK heading for recession?

There has been a major decline in optimism about UK economic prospects in recent months.
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Christopher Mahon

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Consolidate with caution - Too much focus on scale could come at the expense of innovation

Chancellor Rachel Reeves is right to identify excessive risk aversion as a critical issue in UK pensions. Her solution is consolidation, but while boosting scale this way is helpful, it is no magic wand.

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.

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