Insights

November 2024

In Credit Weekly Snapshot – November 2024

Our fixed income team provide their weekly snapshot of market events.
November 2024

In Credit Weekly Snapshot – November 2024

Our fixed income team provide their weekly snapshot of market events.

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19 November 2024

In Credit Weekly Snapshot – November 2024

Our fixed income team provide their weekly snapshot of market events.
19 November 2024

2025 Equity Outlook: Will lower rates and strong earnings be enough to keep markets up?

Going into 2025, strong company fundamentals and trends in innovation could be outweighed by increased geopolitical risk and policy uncertainty.
18 November 2024

Christopher Mahon

Head of Dynamic Real Return, Multi-asset

Lifestyling: the Achilles heel in DC pensions

Why too much derisking – the accepted orthodoxy in UK defined contribution pensions – is a bad thing.
11 November 2024

Steven Bell

Chief Economist, EMEA

Will trade wars end the Equity Bull market?

Assessing the impact of Trump-era trade tariffs.
4 November 2024

Steven Bell

Chief Economist, EMEA

Britain's big Budget - will it work?

The sheer scale of the fiscal changes in the recent budget were surprising, and confirmed growing fears around tax rises. But might UK businesses respond by boosting productivity?
30 October 2024

In Credit Weekly Snapshot – October 2024

Our fixed income team provide their weekly snapshot of market events.
28 October 2024

Steven Bell

Chief Economist, EMEA

Looking beyond the UK Budget

The new UK government’s first Budget looks set to be an historic event.
23 October 2024

Tom Southon

Senior Analyst, High Yield

European high yield: default rate coming down

The fundamental backdrop is relatively stable, with the deteriorating outlook in automotives set against a well-capitalised issuer base – but bifurcation of credits continues.
21 October 2024

Steven Bell

Chief Economist, EMEA

Will there be any good news in the Budget?

Taxes set to rise but the economy is improving.
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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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