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5 December 2023
Fixed income
Fixed income

In Credit Weekly Snapshot – December 2023

Our fixed income team provide their weekly snapshot of market events.
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Read time - 5 min
4 December 2023
Multi-Asset - Multi-Manager
Multi-Asset

Steven Bell

Chief Economist, EMEA

Unemployment is now the key to US rate cuts

Will rising unemployment mean the Federal Reserve cuts rates sooner rather than later? Steven Bell explains why we’re watching upcoming US data closely.
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Watch time - 5 min
1 December 2023
Equity
Equity

Market Monitor – 1 December 2023

Global stock markets ended a strong month on a generally positive note as investors continue to hope that central banks will soon be able to start cutting interest rates.
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Read time - 3 min
1 December 2023
Responsible investment
Equities

Claudia Wearmouth

Managing Director, Co-Head, Responsible Investment

Greater clarity and a focus on financial outcomes

There are plenty of macro drivers that will create equity volatility in 2024. To succeed, investors will need to maintain a resilient portfolio.
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Read time - 4 min
28 November 2023
Fixed income
Fixed income

In Credit Weekly Snapshot – November 2023

Our fixed income team provide their weekly snapshot of market events.
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Read time - 5 min
27 November 2023
Multi-Asset - Multi-Manager
Multi-Asset

Steven Bell

Chief Economist, EMEA

UK base rate cuts to be delayed following last week's Autumn Statement

The UK’s Autumn Statement partially relieved the upward trend in taxes. But what does that mean for interest rates? Steven Bell explains why cuts in early 2024 now seem unlikely.
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Watch time - 5 min
24 November 2023
Equity
Equity

Market Monitor – 24 November 2023

Global stock markets held on to their recent gains during what by recent standards has been a relatively uneventful week.
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Read time - 3 min
23 November 2023
Responsible investment
Responsible investment

Alice Evans

Responsible Investment Strategist

Vicki Bakhshi

Director, Responsible Investment

Letitia Byatt

Social Impact Analyst

ESG Viewpoint: Investing in a Just Transition

It’s essential we consider the social dimension as we transition to a low carbon world. We explore the investment implications of a Just Transition.
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Read time - 2 min
23 November 2023
Equity
Equities

Melda Mergen

Global Head of Equity

With macro risks elevated it’s all about stock selection

There are plenty of macro drivers that will create equity volatility in 2024. To succeed, investors will need to maintain a resilient portfolio.
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Read time - 4 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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