Insights

November 2024

Paul Doyle

Head of Europe ex-UK Equities

European reform must wait as the US continues to advance

The continent is struggling with competitiveness and needs to cut interest rates faster – but even that may not be enough.
November 2024

Paul Doyle

Head of Europe ex-UK Equities

European reform must wait as the US continues to advance

The continent is struggling with competitiveness and needs to cut interest rates faster – but even that may not be enough.

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11 November 2024

Paul Doyle

Head of Europe ex-UK Equities

European reform must wait as the US continues to advance

The continent is struggling with competitiveness and needs to cut interest rates faster – but even that may not be enough.
11 November 2024

Steven Bell

Chief Economist, EMEA

Will trade wars end the Equity Bull market?

Assessing the impact of Trump-era trade tariffs.
5 November 2024

Scott Woods

Portfolio Manager, Global Equities

WD-40, the graveyard cabinet and a hunt for special smaller companies

I spend about nine weeks a year in a rental car looking for companies all over the world, discovering their products, operations and customers. Here's what I'm looking for.
5 November 2024

Fixed Income Desk

In Credit - Weekly Snapshot

In Credit Weekly Snapshot – November 2024

Our fixed income team provide their weekly snapshot of market events.
4 November 2024

Steven Bell

Chief Economist, EMEA

Britain's big Budget - will it work?

The sheer scale of the fiscal changes in the recent budget were surprising, and confirmed growing fears around tax rises. But might UK businesses respond by boosting productivity?
30 October 2024

Fixed Income Desk

In Credit - Weekly Snapshot

In Credit Weekly Snapshot – October 2024

Our fixed income team provide their weekly snapshot of market events.
28 October 2024

Steven Bell

Chief Economist, EMEA

Looking beyond the UK Budget

The new UK government’s first Budget looks set to be an historic event.
25 October 2024

Gary Smith

Client Portfolio Manager, Fixed Income

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

Nathaniel Liddle

Senior Analyst, Fixed Income Research

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.

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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