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In Credit Weekly Snapshot – September 2024

Emergency Stop!

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In Credit Weekly Snapshot – 30 September 2024

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In Credit Weekly Snapshot – 23 September 2024

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In Credit Weekly Snapshot – 16 September 2024

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In Credit Weekly Snapshot – 9 September 2024

Back to school

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In Credit Weekly Snapshot – 2 September 2024

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Europe is a key part of equity allocations. We highlight the case for active management and argue it’s a focus on fundamentals that matters.
2026 has thus far seen geopolitical events, from Venezuela and Iran to Greenland, attracting attention. Headlines about tariffs and questions over the independence of the US Federal Reserve have continued. Still, financial markets remain resilient.
Markets expected double-digit growth for Europe in 2026, but this has been impacted by the Middle East crisis.
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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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Europe is a key part of equity allocations. We highlight the case for active management and argue it’s a focus on fundamentals that matters.
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Asset Allocation update - Q2 2026

2026 has thus far seen geopolitical events, from Venezuela and Iran to Greenland, attracting attention. Headlines about tariffs and questions over the independence of the US Federal Reserve have continued. Still, financial markets remain resilient.
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Europe wary of continuing conflict

Markets expected double-digit growth for Europe in 2026, but this has been impacted by the Middle East crisis.

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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