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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
26 April 2024
Responsible investment
Responsible investment

Albertine Pegrum-Haram

Senior Associate, Responsible Investment

Decarbonising Steel: redefining the value chain and the role of iron ore miners

The need to decarbonise is driving innovation in the steel sector, which in turn is reshaping the global value chain for one of its key inputs – iron ore.
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Read time - 1 min
25 April 2024
Alternatives
Outlook

UK Real Estate: Talking Points April 2024

Our quarterly snapshot of current real estate market trends.
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Read time - 2 min
23 April 2024
Fixed income
Fixed income

In Credit Weekly Snapshot – April 2024

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