Insights

October 2023

Fixed Income Desk

In Credit - Weekly Snapshot

In Credit Weekly Snapshot – October 2023

Our fixed income team provide their weekly snapshot of market events.
Read time - 5 min
October 2023

Fixed Income Desk

In Credit - Weekly Snapshot

In Credit Weekly Snapshot – October 2023

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

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3 October 2023

Fixed Income Desk

In Credit - Weekly Snapshot

In Credit Weekly Snapshot – October 2023

Our fixed income team provide their weekly snapshot of market events.
Read time - 5 min
3 October 2023

Dara White

Global Head of Emerging Market Equities

Krishan Selva

Client Portfolio Manager

Greece: the making of a turnaround story

The beginnings of an unlikely economic turnaround in Greece – and new opportunities for investors – have mostly gone under the radar
Read time - 5 min
2 October 2023

Steven Bell

Chief Economist, EMEA

Interest rates: higher for longer or big cuts in 2024?

Central banks are maintaining the ‘higher for longer’ narrative. Steven Bell, Chief Economist EMEA, explains why he thinks cuts are likely early in 2024
Watch time - 5 min
2 October 2023

Steven Bell

Chief Economist, EMEA

Will recession be the price of defeating inflation?

Any recession in the US looks set to be mild. But what about the prospects for Europe, the UK and beyond?
Read time - 6 min
2 October 2023

Sally Springer

Senior Thematic Research Analyst

Thematic Insight: Managing the Human Capital Transition

Human capital, although often overlooked by investors, is a significant component of the forces driving performance. Businesses investing in human capital are likely to derive a competitive advantage.
Read time - 8 min
29 September 2023

Market Monitor – 29 September 2023

Global stock markets suffered further losses this week, and September looks set to be one of the weakest performing months of 2023.
Read time - 3 min
29 September 2023

Tom Barron

Senior Associate, Responsible Investment

ESG Viewpoint: A deep dive on Japan’s low carbon transition  

Japan’s decarbonisation journey – we’re engaging companies on climate-related risks
Read time - 2 min
27 September 2023

Ben Kelly

Deputy Fund Manager

Letitia Byatt

Social Impact Analyst

Social norms: the growing bond market that is increasingly delivering impact

The growth in the breadth and depth of the social bond market is impressive, but there's still more to come.
Read time - 5 min
27 September 2023

Paul Wick

CIO, Seligman Investments, Equity Team Lead, Technology

Rahul Narang

Portfolio Manager, Technology

Sanjay Devgan

Senior Portfolio Manager, Technology

Artificial intelligence and the economy: paradigm shift or hype?

The rise of AI has been years in the making, reflecting a confluence of technological trends and developments. But what will be its impact on markets and the economy?
Read time - 5 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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