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16 May 2024
Equity
Equity

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.
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Read time - 1 min
14 May 2024
Fixed income
Fixed income

In Credit Weekly Snapshot – May 2024

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

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?.
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Watch time - 6 min
10 May 2024
Equity
Equity

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.
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Read time - 3 min
9 May 2024
Fixed income
Fixed income

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.
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Read time - 3 min
9 May 2024
Fixed income
Fixed income

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.
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Read time - 3 min
7 May 2024
Multi-Asset
Multi-Asset

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.
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Watch time - 6 min
3 May 2024
Equity
Equity

Market Monitor – 3 May 2024

Global stock markets had a challenging week due to continued uncertainty around the timing of interest rate cuts in the United States, as well as mixed corporate earnings figures.
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Read time - 3 min
26 April 2024
Equity
Equity

Market Monitor – 26 April 2024

Global stock markets clawed back some of their recent losses this week following easing tensions in the Middle East and some impressive corporate earnings statements.
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Read time - 3 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.

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