Insights

October 2023

Steven Bell

Chief Economist, EMEA

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

Steven Bell

Chief Economist, EMEA

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

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2 October 2023

Steven Bell

Chief Economist, EMEA

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

Steven Bell

Chief Economist, EMEA

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

Sally Springer

Senior Thematic Research Analyst

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

Tom Barron

Senior Associate, Responsible Investment

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

Ben Kelly

Deputy Fund Manager

Letitia Byatt

Social Impact Analyst

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

Paul Wick

CIO, Seligman Investments, Equity Team Lead, Technology

Rahul Narang

Portfolio Manager, Technology

Sanjay Devgan

Senior Portfolio Manager, Technology

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 Desk

In Credit - Weekly Snapshot

In Credit Weekly Snapshot – September 2023

Our fixed income team provide their weekly snapshot of market events.
Read time - 5 min
25 September 2023

Robert Plant

Director, Portfolio Manager, Multi Asset Solutions

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

Gordon Bowers

Research Analyst, Emerging Markets Fixed Income

Eng Tat Low

EM Sovereign Analyst

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

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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