Insights

June 2023

Market Monitor – 2 June 2023

Global stock markets managed to recover some of their early-week losses on Thursday.
Read time - 3 min
June 2023

Market Monitor – 2 June 2023

Global stock markets managed to recover some of their early-week losses on Thursday.
Read time - 3 min

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2 June 2023

Market Monitor – 2 June 2023

Global stock markets managed to recover some of their early-week losses on Thursday.
Read time - 3 min
2 June 2023

Gene Tannuzzo

Global Head of Fixed Income

Fixed income update – May 2023

Gene Tannuzzo, our Global Head of Fixed Income, discusses a shift in the market’s focus — from interest rate to credit volatility
Watch time - 7 min
2 June 2023

Roman Gaiser

Head of High Yield, EMEA

Threadneedle (Lux) European High Yield Bond update

Portfolio manager Roman Gaiser gives us the lowdown on how he's managing the European High Yield Bond fund.
Watch time - 4 min
1 June 2023

Gregory Turnbull Schwartz

Senior Analyst, Fixed Income

A boost for Boeing – what does it mean for bondholders?

A bumper order for 737-Max airplanes bodes well for Boeing and the commercial aviation sector. We assess what it means for bondholders
Read time - 5 min
26 May 2023

Market Monitor – 26 May 2023

Optimism about the possibility of a deal to raise the United States government debt ceiling has fizzled out, leading to renewed losses on global stock markets in recent days.
Read time - 3 min
25 May 2023

Tom Southon

Senior Analyst, High Yield

Euro high yield default rates forecast – mostly benign with an undercurrent

However, we still expect default rates to move higher as the 2025/26 maturity wall draws closer.
Read time - 2 min
24 May 2023

Natalia Luna

Senior Thematic Investment Analyst, Global Research

Investment implications: the US Inflation Reduction Act is a wake-up call for the EU

The US IRA and the EU’s Green Deal Industrial Plan share many common themes, but what are the investment implications as the two go head-to-head, and what China might do in response?
Read time - 5 min
24 May 2023

Francis Ellison

Client Portfolio Manager

Mine Tezgul

Portfolio Manager

Paul Doyle

Head of Europe ex-UK Equities

25 years and counting: European Smaller Companies

How small cap investing has evolved in Europe over the past two-and-a-half decades, where we see it going, and why the region remains a goldmine for good ideas.
Watch time - 7 min
23 May 2023

Fixed Income Desk

In Credit - Weekly Snapshot

In Credit Weekly Snapshot – May 2023

Our fixed income team provide their weekly snapshot of market events.
Read time - 3 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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