Insights

June 2024

Gary Smith

Client Portfolio Manager, Fixed Income

What do geopolitical risks mean for central bank FX reserves managers?

Two major industry surveys show that adjusting for geopolitical challenges will impact the way foreign exchange reserves are managed
Read time - 8 min
June 2024

Gary Smith

Client Portfolio Manager, Fixed Income

What do geopolitical risks mean for central bank FX reserves managers?

Two major industry surveys show that adjusting for geopolitical challenges will impact the way foreign exchange reserves are managed
Read time - 8 min

All insights

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20 June 2024

Gary Smith

Client Portfolio Manager, Fixed Income

What do geopolitical risks mean for central bank FX reserves managers?

Two major industry surveys show that adjusting for geopolitical challenges will impact the way foreign exchange reserves are managed
Read time - 8 min
19 June 2024

Sally Springer

Senior Thematic Research Analyst, Global Research

Human capital – supply: the impact of demographic transition on investments

Working populations are in decline, with the demographic dividend that has supported economic growth in many developed markets under threat. This will have a direct impact on the firms in which we invest.
Read time - 8 min
18 June 2024

Fixed Income Desk

In Credit - Weekly Snapshot

In Credit Weekly Snapshot – June 2024

Our fixed income team provide their weekly snapshot of market events.
Read time - 5 min
17 June 2024

Steven Bell

Chief Economist, EMEA

Elections, interest rates and markets

A record year for elections – but what do they mean for markets?
Watch time - 4 min
17 June 2024

Ben Rodriguez

Fund Manager, Multi-asset

Christopher Mahon

Head of Dynamic Real Return, Multi-asset

Back to basics: why the time is right for a return to multi-asset

The great reset in bond yields and the prospect of inflation falling further means multi-asset is once again an attractive option for investors seeking a smoother return profile.
Read time - 3 min
14 June 2024

Market Monitor – 14 June 2024

Global share prices endured a difficult week following news of another snap election in Europe and fears of further delays to interest rate cuts in the United States.
Read time - 3 min
14 June 2024

Gene Tannuzzo

Global Head of Fixed Income

Fixed-income outlook: Shifting opportunities for bond investors

In an environment of tighter credit spreads, investors will have to look closely to find relative value.
Read time - 1 min
14 June 2024

Natalia Luna

Senior Thematic Investment Analyst, Global Research

US elections: the Inflation Reduction Act and the risk of repeal

A full reversal is considered unlikely, but we believe the possibility of a partial repeal, which could see tax credits and funding programmes weakened, is underappreciated. Here is how Columbia Threadneedle will assess this risk and the potential implications for the most exposed sectors.
Read time - 3 min
7 June 2024

Market Monitor – 7 June 2024

Global stock markets had a positive week after central banks on both sides of the Atlantic made long-awaited cuts to interest rates.
Read time - 3 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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