Insights

October 2024
Multi-Asset
Multi Asset

Steven Bell

Chief Economist, EMEA

UK interest rates: Bad news from the US, good news from Europe, what will the Budget bring?

Why we expect the pace of rate cuts to slow.
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October 2024
Multi-Asset
Multi Asset

Steven Bell

Chief Economist, EMEA

UK interest rates: Bad news from the US, good news from Europe, what will the Budget bring?

Why we expect the pace of rate cuts to slow.
Read more

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14 October 2024
Multi-Asset
Multi Asset

Steven Bell

Chief Economist, EMEA

UK interest rates: Bad news from the US, good news from Europe, what will the Budget bring?

Why we expect the pace of rate cuts to slow.
Read more
11 October 2024
Equity
Equity

Jim Griffin

Investment Content Manager

Market Monitor –11 October 2024

Global stock markets performed sluggishly this week as fears of a full-scale conflict between Israel and Iran grew.
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8 October 2024
Fixed income
Fixed income

Fixed Income Desk

In Credit - Weekly Snapshot

In Credit Weekly Snapshot – October 2024

Our fixed income team provide their weekly snapshot of market events.
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8 October 2024
Responsible investment
Responsible Investment

The climate risk ‘hot potato’– which sector will be left with burnt fingers?

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.
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8 October 2024
Global investment solutions
LDI

Rosa Fenwick

Head of LDI Implementation

Q3 2024 repo update

Fears of an economic slowdown and helpful falls in inflation rates opened the door to the first rate cuts in the US and the UK, and for a second in Europe.
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7 October 2024
Fixed income

Slow-speed crash? Problems for the European auto sector pile up

Healthy cash balances built up over the past three years will be tested as firms attempt to weather the four-pronged oncoming storm of labour relations, EV uptake, emissions regulations and China.
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7 October 2024
Multi-Asset
Multi Asset

Steven Bell

Chief Economist, EMEA

ECB to cut rates as recession risks rise but markets dance to US tune

Is the risk of recession in the US really over? And what will it take to get investors to switch focus to Europe?
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Watch time - 4 min
4 October 2024
Equity
Equity

Jim Griffin

Investment Content Manager

Market Monitor – 4 October 2024

Global stock markets suffered sharp losses this week following an intensification of tensions in the Middle East.
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2 October 2024
Equity
Equity - Global

Natalia Luna

Senior Thematic Investment Analyst, Global Research

Pauline Grange

Portfolio Manager

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.
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Watch time - 10 mins
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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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