Insights
January 2022
Equities
US Equities
US equities: three themes to watch in a discriminating year
US equities: three themes to watch in a discriminating year
In a market where there will be a wide disparity between winning and losing stocks, only intensive research will uncover the likely winners.
Read time - 3 min
January 2022
Equities
US Equities
US equities: three themes to watch in a discriminating year
US equities: three themes to watch in a discriminating year
In a market where there will be a wide disparity between winning and losing stocks, only intensive research will uncover the likely winners.
Read time - 3 min
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18 January 2022
Equities
US Equities
US equities: three themes to watch in a discriminating year
US equities: three themes to watch in a discriminating year
In a market where there will be a wide disparity between winning and losing stocks, only intensive research will uncover the likely winners.
Read time - 3 min
18 January 2022
Emerging market debt
Fixed Income
In Credit Weekly Snapshot – January 2022
In Credit Weekly Snapshot – January 2022
Our fixed income team provide their weekly snapshot of market events.
Read time - 3 min
17 January 2022
Asia Pacific equities
Markets
Investment Outlook 2022 with William Davies
Investment Outlook 2022 with William Davies
Deputy Global CIO and CIO EMEA, William Davies, talks about what the coming year might bring for companies, markets and fiscal policy.
Watch time - 12 min
17 January 2022
Emerging market equities
Equities
Emerging market equities: identifying the key long-term trend
Emerging market equities: identifying the key long-term trend
As we enter 2022 we can expect robust fundamentals to serve as a key tailwind for emerging markets.
Read time - 2 min
17 January 2022
Alternatives
Global Investment Solutions
Solutions in 2022: a defining time for inflation and ESG
Solutions in 2022: a defining time for inflation and ESG
As inflation runs hot and interest in ESG impacts rises, there is a fundamental shift in our institutional and sub-advisory clients’ needs. We expect allocations to alternative risk assets, and to assets with positive environmental impacts, to increase.
Read time - 2 min
7 January 2022
Asia Pacific equities
Equities
Investment team updates - Bullet points 7 January 2022
Investment team updates - Bullet points 7 January 2022
Latest news from around the investment desks.
Read time - 3 min
23 December 2021
Emerging market debt
Equities
Monetary policy and the yield curve
Monetary policy and the yield curve
Ed Al-Hussainy, Senior Rates and Currency Analyst, looks at how monetary policy is set to become less supportive in 2022 and what this means for interest rates and the yield curve.
Read time - 5 min
23 December 2021
Multi asset
Asset Allocation 2021/22: review and outlook
Asset Allocation 2021/22: review and outlook
Toby Nangle, Global Head of Asset Allocation, runs the rule over asset class performance in 2021, before turning his attention to the year ahead and looking at the inflationary and fiscal and monetary headwinds that could impact market performance.
Read time - 5 min
22 December 2021
Asia Pacific equities
Markets
Outlook 2022: a year of considerable change
Outlook 2022: a year of considerable change
Deputy Global CIO and CIO EMEA, William Davies, talks about what the coming year might bring for companies, markets and fiscal policy.
Listen time - 18 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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