Insights

September 2024
Multi-Asset
Multi Asset

Steven Bell

Chief Economist, EMEA

Interest rates are coming down – but how fast?

Rate cuts are coming but are markets too optimistic in their expectations?
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Watch time - 4 min
September 2024
Multi-Asset
Multi Asset

Steven Bell

Chief Economist, EMEA

Interest rates are coming down – but how fast?

Rate cuts are coming but are markets too optimistic in their expectations?
Read more
Watch time - 4 min

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9 September 2024
Multi-Asset
Multi Asset

Steven Bell

Chief Economist, EMEA

Interest rates are coming down – but how fast?

Rate cuts are coming but are markets too optimistic in their expectations?
Read more
Watch time - 4 min
6 September 2024
Equity
Equity

Jim Griffin

Investment Content Manager

Market Monitor – 6 September 2024

Global stock markets suffered heavy losses this week as concerns about the health of the US economy re-emerged.
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Read time - 3 min
3 September 2024
Fixed income
Fixed income

Fixed Income Desk

In Credit - Weekly Snapshot

In Credit Weekly Snapshot – September 2024

Our fixed income team provide their weekly snapshot of market events.
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Read time - 5 min
30 August 2024
Equity
Equity

Jim Griffin

Investment Content Manager

Market Monitor – 30 August 2024

Global stock markets enjoyed a largely positive week after data provided further evidence that the United States economy remains in relatively good health.
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Read time - 3 min
27 August 2024
Equity
Equity

Paul Doyle

Head of Europe ex-UK Equities

Europe better placed than America… and cheaper

In the US, weakening employment poses risks to both consumer expenditure and growth, while in China both the consumer and the property market are at risk.
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Read time - 1 min
27 August 2024
Multi-Asset
Multi Asset

Steven Bell

Chief Economist, EMEA

What are central banks telling us about interest rates?

After Jackson Hole, markets are pricing in big rate cuts for the US. What are the risks of disappointment?
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Watch time - 4 min
23 August 2024
Fixed income
Fixed Income

Gary Smith

Client Portfolio Manager, Fixed Income

Geopolitical risks and FX reserves

With heightened geopolitical concerns, it’s very much a case of “more is more” for central banks and their FX reserves. That’s why, with interest rates once again running around mid-single digits, fixed income is back in fashion.
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Watch time - 4 min
23 August 2024
Equity
Equity

Jim Griffin

Investment Content Manager

Market Monitor – 23 August 2024

Global stock markets managed to cling on to their recent gains, continuing their recovery from an early-August slump. This was due to growing certainty that the US Federal Reserve will cut interest rates in the next month.
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Read time - 3 min
23 August 2024
Equity
Equity - Global

Neil Robson

Head of Global Equities

On pause: the one-way certainty of the market is over … for now

The macroeconomic backdrop is changing, or at least uncertain. This could shift the pricing of risk assets, but it won’t change what we do, which is look for stronger competitively advantaged businesses that fit our quality growth philosophy.
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Read time - 4 mins
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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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