Insights
December 2023
Fixed income
Fixed Income
The right locations
The right locations
Looking for pockets of value in European real estate credits. We explain why select BBB- rated bonds look attractive and highlight datacentres and German residential as favoured subsectors.
Read time - 5 min
December 2023
Fixed income
Fixed Income
The right locations
The right locations
Looking for pockets of value in European real estate credits. We explain why select BBB- rated bonds look attractive and highlight datacentres and German residential as favoured subsectors.
Read time - 5 min
All insights
8 December 2023
Fixed income
Fixed Income
The right locations
The right locations
Looking for pockets of value in European real estate credits. We explain why select BBB- rated bonds look attractive and highlight datacentres and German residential as favoured subsectors.
Read time - 5 min
5 December 2023
Fixed income
Fixed income
In Credit Weekly Snapshot – December 2023
In Credit Weekly Snapshot – December 2023
Our fixed income team provide their weekly snapshot of market events.
Read time - 5 min
5 December 2023
Responsible investment
Responsible Investment
Going global with a proven formula
Going global with a proven formula
It has been a decade since we made the pioneering move into fixed income impact investing, launching the CT UK Social Bond in 2013 – the UK’s first daily liquid social bond fund. Having followed that with the CT (Lux) European Social Bond in 2017, we are now going global with a unique and proven approach built on the principles of impact investing.
Read time - 7 min
4 December 2023
Multi-Asset - Multi-Manager
Multi-Asset
Unemployment is now the key to US rate cuts
Unemployment is now the key to US rate cuts
Will rising unemployment mean the Federal Reserve cuts rates sooner rather than later? Steven Bell explains why we’re watching upcoming US data closely.
Watch time - 5 min
1 December 2023
Responsible investment
Responsible Investment
Greater clarity and a focus on financial outcomes
Greater clarity and a focus on financial outcomes
There are plenty of macro drivers that will create equity volatility in 2024. To succeed, investors will need to maintain a resilient portfolio.
Read time - 4 min
28 November 2023
Fixed income
Fixed income
In Credit Weekly Snapshot – November 2023
In Credit Weekly Snapshot – November 2023
Our fixed income team provide their weekly snapshot of market events.
Read time - 5 min
27 November 2023
Multi-Asset - Multi-Manager
Multi-Asset
UK base rate cuts to be delayed following last week's Autumn Statement
UK base rate cuts to be delayed following last week's Autumn Statement
The UK’s Autumn Statement partially relieved the upward trend in taxes. But what does that mean for interest rates? Steven Bell explains why cuts in early 2024 now seem unlikely.
Watch time - 5 min
23 November 2023
Responsible investment
Responsible investment
ESG Viewpoint: Investing in a Just Transition
ESG Viewpoint: Investing in a Just Transition
It’s essential we consider the social dimension as we transition to a low carbon world. We explore the investment implications of a Just Transition.
Read time - 2 min
23 November 2023
Equity
Equity
With macro risks elevated it’s all about stock selection
With macro risks elevated it’s all about stock selection
There are plenty of macro drivers that will create equity volatility in 2024. To succeed, investors will need to maintain a resilient portfolio.
Reading time - 4 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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