Insights

January 2022

Fixed Income Desk

In Credit - Weekly Snapshot

In Credit Weekly Snapshot – January 2022

Our fixed income team provide their weekly snapshot of market events.
Read time - 3 min
January 2022

Fixed Income Desk

In Credit - Weekly Snapshot

In Credit Weekly Snapshot – January 2022

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

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11 January 2022

Fixed Income Desk

In Credit - Weekly Snapshot

In Credit Weekly Snapshot – January 2022

Our fixed income team provide their weekly snapshot of market events.
Read time - 3 min
7 January 2022

Investment team updates - Bullet points 7 January 2022

Latest news from around the investment desks.
Read time - 3 min
23 December 2021

Edward Al-Hussainy

Senior Interest Rate and Currency Analyst

Monetary policy and the yield curve

Ed Al-Hussainy, Senior Rates and Currency Analyst, looks at how monetary policy is set to become less supportive in 2022 and what this means for interest rates and the yield curve.
Read time - 5 min
23 December 2021

Toby Nangle

Global Head of Asset Allocation & Head of Multi-Asset, EMEA

Asset Allocation 2021/22: review and outlook

Toby Nangle, Global Head of Asset Allocation, runs the rule over asset class performance in 2021, before turning his attention to the year ahead and looking at the inflationary and fiscal and monetary headwinds that could impact market performance.
Read time - 5 min
22 December 2021

William Davies

Deputy Global Chief Investment Officer

Outlook 2022: a year of considerable change

Deputy Global CIO and CIO EMEA, William Davies, talks about what the coming year might bring for companies, markets and fiscal policy.
Listen time - 18 min
21 December 2021

Fixed Income Desk

In Credit - Weekly Snapshot

In Credit Weekly Snapshot – December 2021

Our fixed income team provide their weekly snapshot of market events.
Read time - 3 min
20 December 2021

Richard Colwell

Head of UK Equities

Less bezzle, more sparkle in the UK!

In 2021, investing in UK equities began to feel a little less lonely. The FTSE 100 index rose by more than 10% for the year by early December and UK companies resumed dividend payments after the pandemic-induced economic freeze in early 2020 when all hope seemed extinguished.
Read time - 4 min
15 December 2021

James Coke

Fund Manager and Co-Head of Institutional UK Real Estate

UK Real Estate: how to follow a record 2021?

James Coke looks at how the UK market might follow a record 2021, and while we don’t expect next year to deliver comparable capital value growth, it is likely to witness similar positive supply and demand dynamics which should maintain market momentum
Read time - 3 min
15 December 2021

Melda Mergen

Global Head of Equity

A bumpy ride higher for equities

The coronavirus continues to introduce uncertainty, but investors should expect cyclicals to outperform in the first half of the year. Here we identify key catalysts for equity markets.
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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