Insights
October 2023
Multi-Asset
Multi-Asset
Interest rates: higher for longer or big cuts in 2024?
Interest rates: higher for longer or big cuts in 2024?
Central banks are maintaining the ‘higher for longer’ narrative. Steven Bell, Chief Economist EMEA, explains why he thinks cuts are likely early in 2024
Watch time - 5 min
October 2023
Multi-Asset
Multi-Asset
Interest rates: higher for longer or big cuts in 2024?
Interest rates: higher for longer or big cuts in 2024?
Central banks are maintaining the ‘higher for longer’ narrative. Steven Bell, Chief Economist EMEA, explains why he thinks cuts are likely early in 2024
Watch time - 5 min
All insights
2 October 2023
Multi-Asset
Multi-Asset
Interest rates: higher for longer or big cuts in 2024?
Interest rates: higher for longer or big cuts in 2024?
Central banks are maintaining the ‘higher for longer’ narrative. Steven Bell, Chief Economist EMEA, explains why he thinks cuts are likely early in 2024
Watch time - 5 min
2 October 2023
Multi-Asset
Multi-Asset
Will recession be the price of defeating inflation?
Will recession be the price of defeating inflation?
Any recession in the US looks set to be mild. But what about the prospects for Europe, the UK and beyond?
Read time - 6 min
2 October 2023
Responsible investment
Responsible investment
Thematic Insight: Managing the Human Capital Transition
Thematic Insight: Managing the Human Capital Transition
Human capital, although often overlooked by investors, is a significant component of the forces driving performance. Businesses investing in human capital are likely to derive a competitive advantage.
Read time - 8 min
29 September 2023
Responsible investment
Responsible investment
ESG Viewpoint: A deep dive on Japan’s low carbon transition
ESG Viewpoint: A deep dive on Japan’s low carbon transition
Japan’s decarbonisation journey – we’re engaging companies on climate-related risks
Read time - 2 min
27 September 2023
Fixed income
Fixed Income
Social norms: the growing bond market that is increasingly delivering impact
Social norms: the growing bond market that is increasingly delivering impact
The growth in the breadth and depth of the social bond market is impressive, but there's still more to come.
Read time - 5 min
27 September 2023
Equity
Equity
Artificial intelligence and the economy: paradigm shift or hype?
Artificial intelligence and the economy: paradigm shift or hype?
The rise of AI has been years in the making, reflecting a confluence of technological trends and developments. But what will be its impact on markets and the economy?
Read time - 5 min
26 September 2023
Fixed income
Fixed income
In Credit Weekly Snapshot – September 2023
In Credit Weekly Snapshot – September 2023
Our fixed income team provide their weekly snapshot of market events.
Read time - 5 min
25 September 2023
Multi-Asset
Multi-Asset
The resilience of earnings
The resilience of earnings
As we head into the Q3 reporting season we explore what’s in store. Robert Plant of our Multi-Asset team explains why company earnings look set to broadly beat expectations.
Watch time - 6 min
21 September 2023
Fixed income
Fixed income
Implications of Zambia’s Sovereign Debt Restructuring
Implications of Zambia’s Sovereign Debt Restructuring
A landmark deal for Zambia as agreement was reached on restructuring its $6.3bn debt. We explore what it means for other defaulters
Read time - 5 min
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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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