Insights

June 2024

Fixed Income Desk

In Credit - Weekly Snapshot

In Credit Weekly Snapshot – June 2024

Our fixed income team provide their weekly snapshot of market events.
Read time - 5 min
June 2024

Fixed Income Desk

In Credit - Weekly Snapshot

In Credit Weekly Snapshot – June 2024

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

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18 June 2024

Fixed Income Desk

In Credit - Weekly Snapshot

In Credit Weekly Snapshot – June 2024

Our fixed income team provide their weekly snapshot of market events.
Read time - 5 min
17 June 2024

Steven Bell

Chief Economist, EMEA

Elections, interest rates and markets

A record year for elections – but what do they mean for markets?
Watch time - 4 min
17 June 2024

Ben Rodriguez

Fund Manager, Multi-asset

Christopher Mahon

Head of Dynamic Real Return, Multi-asset

Back to basics: why the time is right for a return to multi-asset

The great reset in bond yields and the prospect of inflation falling further means multi-asset is once again an attractive option for investors seeking a smoother return profile.
Read time - 3 min
14 June 2024

Gene Tannuzzo

Global Head of Fixed Income

Fixed-income outlook: Shifting opportunities for bond investors

In an environment of tighter credit spreads, investors will have to look closely to find relative value.
Read time - 1 min
14 June 2024

Natalia Luna

Senior Thematic Investment Analyst, Global Research

US elections: the Inflation Reduction Act and the risk of repeal

A full reversal is considered unlikely, but we believe the possibility of a partial repeal, which could see tax credits and funding programmes weakened, is underappreciated. Here is how Columbia Threadneedle will assess this risk and the potential implications for the most exposed sectors.
Read time - 3 min
7 June 2024

Gregory Turnbull Schwartz

Senior Analyst, Fixed Income

Statement piece: the importance of accurately reading financial accounts

Despite admirable efforts there continues to be variance in how companies report their financial positions. A more in-depth understanding is important to help improve outcomes for bond investors.
Read time - 3 min
7 June 2024

Roman Gaiser

Head of High Yield, EMEA

David Backhouse

Portfolio Manager, High Yield

High yield: once again doing what it says on the tin

Yields have become more attractive, and volatility is creating opportunities for active management. As such, we believe current market conditions are a compelling opportunity for investors to reconsider their fixed income allocations.
Read time - 3 min
6 June 2024

Rosalie Pinkney

Senior Credit Analyst

Paul Smillie

Senior Credit Analyst

European banks: better value than many other sectors

Solid profitability driven by a rates sweet spot that should see decent earnings combined with increased loan growth, plus a soft landing for the economy, mean we are broadly stable on the sector over the coming years.
Read time - 3 min
3 June 2024

Steven Bell

Chief Economist, EMEA

Politics, Inflation & Interest Rates

ECB to cut rates this week.
Watch time - 4 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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