Insights

July 2024

Fixed Income Desk

In Credit - Weekly Snapshot

In Credit Weekly Snapshot – July 2024

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

Fixed Income Desk

In Credit - Weekly Snapshot

In Credit Weekly Snapshot – July 2024

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

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2 July 2024

Fixed Income Desk

In Credit - Weekly Snapshot

In Credit Weekly Snapshot – July 2024

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

Steven Bell

Chief Economist, EMEA

A tough fiscal reality awaits new government

A record year for elections – but what do they mean for markets?
Watch time - 8 min
26 June 2024

William Davies

Global Chief Investment Officer

CIO outlook: Is higher volatility on the horizon?

Interest rates won’t come down as quickly as some had hoped, says our CIO, William Davies, but further gains for equities are still possible this year.
Watch time - 3 min
26 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
24 June 2024

Melda Mergen

Global Head of Equity

Equity outlook: High valuations and higher-for-longer rates

Despite some short-term concerns, we see opportunities in stocks around the globe.
Watch time - 3 min
21 June 2024

James Coke

Fund Manager & Co-head of Institutional UK Real Estate

Emma Gullifer

Assistant Fund Manager

Green to gold: realising opportunities from the carbon transition

We explore the interventions required to monetise green energy, and how investors might benefit from the carbon transition.
Read time - 2 min
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
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

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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