Insights
October 2024
Equity
Equity - Global
US election: the Inflation Reduction Act (IRA) and the risk of repeal - Implications for investors
US election: the Inflation Reduction Act (IRA) and the risk of repeal - Implications for investors
The multi decade transition to green energy should remain intact. We explain why and highlight companies set to benefit.
Watch time - 10 mins
October 2024
Equity
Equity - Global
US election: the Inflation Reduction Act (IRA) and the risk of repeal - Implications for investors
US election: the Inflation Reduction Act (IRA) and the risk of repeal - Implications for investors
The multi decade transition to green energy should remain intact. We explain why and highlight companies set to benefit.
Watch time - 10 mins
All insights
2 October 2024
Equity
Equity - Global
US election: the Inflation Reduction Act (IRA) and the risk of repeal - Implications for investors
US election: the Inflation Reduction Act (IRA) and the risk of repeal - Implications for investors
The multi decade transition to green energy should remain intact. We explain why and highlight companies set to benefit.
Watch time - 10 mins
30 September 2024
Fixed income
Fixed income
In Credit Weekly Snapshot – September 2024
In Credit Weekly Snapshot – September 2024
Our fixed income team provide their weekly snapshot of market events.
30 September 2024
Multi-Asset
Multi Asset
Will £ Hit $1.50 in 2025?
Will £ Hit $1.50 in 2025?
Signs indicate sterling’s ascent has begun in earnest. How soon before it reaches $1.50?
Watch time - 4 min
27 September 2024
Fixed income
Boeing bonds bound to bounce back?
Boeing bonds bound to bounce back?
With $60 billion of outstanding corporate bonds, the business is among the largest non-financial IG issuers, and it wants to reduce its leverage. But with that being unlikely anytime soon, investors have a decision to make.
23 September 2024
Multi-Asset
Multi Asset
Will the £22bn black hole suck the UK back into recession?
Will the £22bn black hole suck the UK back into recession?
Are fears for the UK economy overdone? We think so and here’s why.
Watch time - 4 min
23 September 2024
Equity
Equity, fixed income
Can the demand for critical minerals be met responsibly?
Can the demand for critical minerals be met responsibly?
A secure and consistent supply of critical minerals is fundamental to the energy transition and to achieving net-zero, but demand is putting pressure on supply chains and costs, and risks polarising sentiment around the energy transition.
Read time - 7 min
19 September 2024
Responsible investment
Thematic Insights
If demographics are destiny, investors should brace for change
If demographics are destiny, investors should brace for change
World demographics are changing rapidly. With markets experiencing these shifts at different paces, we look at how three major economies are reacting to demographic shifts and highlight the potential implications.
Read time - 8 min
18 September 2024
Multi-Asset
Multi-Asset
Recession, inflation, and interest rates cuts: what does it all mean for markets?
Recession, inflation, and interest rates cuts: what does it all mean for markets?
Exploring the factors that mean we’re arguing the case for a goldilocks scenario of growth, easing inflation and lower rates.
Read time - 7 min
18 September 2024
Alternatives
Real Estate
UK Real Estate – Overview Q2 2024
UK Real Estate – Overview Q2 2024
The UK economy recorded strong growth in the second quarter, with GDP growing by 0.6% in the 3 months to June, primarily led by growth in the services sector.
Read time - 3 min
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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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