Insights

May 2024

Catherine Joint

EM Corporate Research Analyst

Ukrainian corporates are making a comeback – but is it temporary?

Businesses are taking differing approaches to managing their debt, and as we approach the point where paused repayments will resume, markets are looking at the ability of companies to uphold them.
Read time - 3 min
May 2024

Catherine Joint

EM Corporate Research Analyst

Ukrainian corporates are making a comeback – but is it temporary?

Businesses are taking differing approaches to managing their debt, and as we approach the point where paused repayments will resume, markets are looking at the ability of companies to uphold them.
Read time - 3 min

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17 May 2024

Catherine Joint

EM Corporate Research Analyst

Ukrainian corporates are making a comeback – but is it temporary?

Businesses are taking differing approaches to managing their debt, and as we approach the point where paused repayments will resume, markets are looking at the ability of companies to uphold them.
Read time - 3 min
17 May 2024

Market Monitor – 17 May 2024

Global stock markets extended their May gains this week, with a welcome slowdown in inflation in the United States laying the groundwork for interest rate cuts.
Read time - 3 min
16 May 2024

Paul Doyle

Head of Europe ex-UK Equities

Positives for Europe, but the Middle East could be a headache

Inflation is a stubborn problem in the US due to labour shortages, but this is much less of a factor in Europe where activity is dull but likely to recover as the consumer is well supported.
Read time - 1 min
14 May 2024

Fixed Income Desk

In Credit - Weekly Snapshot

In Credit Weekly Snapshot – May 2024

Our fixed income team provide their weekly snapshot of market events.
Read time - 5 min
13 May 2024

Steven Bell

Chief Economist, EMEA

Rate cuts to start in June

In Europe, a June cut is likely – but what about the UK and US?.
Watch time - 6 min
10 May 2024

Market Monitor – 10 May 2024

Global stock markets made solid gains this week as the likelihood of imminent interest rate cuts increased while geopolitical tensions eased.
Read time - 3 min
9 May 2024

Tom Southon

Senior Analyst, High Yield

Aggressive liability management activity pushes defaults higher

Higher default rate in European High Yield driven by a growing trend of aggressive liability management activity among over-levered issuers, increasing the risk of balance sheet restructuring events.
Read time - 3 min
9 May 2024

Christopher Hult

Portfolio Manager, Fixed income

Paul Smillie

Senior Credit Analyst

Irish banks: a classic turnaround tale... and opportunity

The sector has gone from being one of the riskiest in Europe to among the safest – an excellent example of the situations we look for, and that our deep research and bottom-up approach allows us to benefit from.
Read time - 3 min
7 May 2024

Steven Bell

Chief Economist, EMEA

Interest rate cuts back on the agenda

Pessimism about the prospects for US interest rates cuts has been growing steadily as 2024 has developed. But there was a big change last Friday.
Watch time - 6 min

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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