Insights

March 2024

Neil Robson

Head of Global Equities

Unknown pleasures: a new era for equity investors

With the biggest tightening in monetary policy since the 1980s, it’s all change for economies, markets and investors.
Read time - 3 min
March 2024

Neil Robson

Head of Global Equities

Unknown pleasures: a new era for equity investors

With the biggest tightening in monetary policy since the 1980s, it’s all change for economies, markets and investors.
Read time - 3 min

All insights

Filter insights

1 March 2024

Neil Robson

Head of Global Equities

Unknown pleasures: a new era for equity investors

With the biggest tightening in monetary policy since the 1980s, it’s all change for economies, markets and investors.
Read time - 3 min
27 February 2024

Fixed Income Desk

In Credit - Weekly Snapshot

In Credit Weekly Snapshot – February 2024

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

Dara White

Global Head of Emerging Market Equities

Krishan Selva

Client Portfolio Manager

Cory Unal

Portfolio Analyst

India’s digital revolution offers more opportunities for investors

The country is in a structural growth cycle, with a focus on reform, infrastructure investment and manufacturing. Alongside favourable demographics, it's making India an easier country in which to do business.
Read time - 3 min
26 February 2024

Steven Bell

Chief Economist, EMEA

Low inflation to create unusual dilemma for the Bank of England

In an election year, pressure for a cut in rates will only grow as inflation eases. What is the BoE to do?
Watch time - 5 min
23 February 2024

Paul Smillie

Senior Credit Analyst

Dick Manuel

Senior Equity Analyst

Peter Tiletnick

Senior Equity Analyst

NYCB blues… could events at the bank hit smaller institutions?

Is the banking system still vulnerable to aftershocks as central banks continue quantitative tightening?
Read time - 5 min
19 February 2024

Steven Bell

Chief Economist, EMEA

UK recession: what next?

Why an upturn looks likely and what that could mean for markets.
Watch time - 5 min
19 February 2024

Rosa Fenwick

Head of Core LDI Portfolio Management

Euro LDI Survey – Q4 2023

In the quarterly Columbia Threadneedle Investments LDI Survey we poll investment bank trading desks on various topical questions around monetary policy and longer-term rate expectations.
Read time - 6 min
15 February 2024

Hans Nordby

Head of Research & Analytics, Real Estate (US), Lionstone Investments

Joanna Tano

Head of Research, Europe, Real Estate (EMEA)

2024 Global Real Estate Outlook

What's in store for real estate in 2024? Global megatrends and financial conditions will impact returns and sector allocation.
Read time - 4 min
12 February 2024

Steven Bell

Chief Economist, EMEA

How far will interest rates fall?

Discussing the extent of cuts and the implications for markets?
Watch 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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