Insights
October 2024
Equity
Equity
Market Monitor – 25 October 2024
Market Monitor – 25 October 2024
Global stock markets endured a difficult week as concerns about rising geopolitical instability and an uncertain outlook for world trade came to the fore.
October 2024
Equity
Equity
Market Monitor – 25 October 2024
Market Monitor – 25 October 2024
Global stock markets endured a difficult week as concerns about rising geopolitical instability and an uncertain outlook for world trade came to the fore.
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25 October 2024
Equity
Equity
Market Monitor – 25 October 2024
Market Monitor – 25 October 2024
Global stock markets endured a difficult week as concerns about rising geopolitical instability and an uncertain outlook for world trade came to the fore.
25 October 2024
Fixed income
Economic nationalism will present a constant challenge for investors
Economic nationalism will present a constant challenge for investors
A decade ago there was little sight of the seismic changes that have since occurred; similarly, events that might be impossible to imagine today will undoubtedly jolt financial markets in coming years.
24 October 2024
Fixed income
Media in search of its Jerry Maguire moment… ‘Show me the money!'
Media in search of its Jerry Maguire moment… ‘Show me the money!'
Streaming services are still adding subscribers, albeit at a slowing rate, but now the focus is turning towards their ability to stem earnings losses.
23 October 2024
Fixed income
Fixed income
European high yield: default rate coming down
European high yield: default rate coming down
The fundamental backdrop is relatively stable, with the deteriorating outlook in automotives set against a well-capitalised issuer base – but bifurcation of credits continues.
23 October 2024
Alternatives
Real Estate
UK Real Estate: Talking Points October 2024
UK Real Estate: Talking Points October 2024
Welcome to our quarterly snapshot of current real estate market trends.
22 October 2024
Fixed income
Fixed income
In Credit Weekly Snapshot – October 2024
In Credit Weekly Snapshot – October 2024
Our fixed income team provide their weekly snapshot of market events.
21 October 2024
Fixed income
No Autumn chills for Global Investment Grade Corporate fundamentals
No Autumn chills for Global Investment Grade Corporate fundamentals
IG valuations remain tight, and the market remains focused on whether this is justified by fundamentals. Our bottom-up company analysis shows profitability remains strong and leverage modest.
21 October 2024
Multi-Asset
Multi Asset
Will there be any good news in the Budget?
Will there be any good news in the Budget?
Taxes set to rise but the economy is improving.
21 October 2024
Multi-Asset
Taxes and the UK Budget
Taxes and the UK Budget
In the run up to the much-anticipated Budget we take a closer look at the UK’s finances and explore the Chancellor’s options.
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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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