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
Filter 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
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
What’s in store for responsible investing from here? We explain why environmental, social and governance factors matter, highlight the importance of meeting defined client needs and discuss our active ownership efforts in 2024.
Read time - 4 min
30 November 2023
Global investment solutions - LDI
Global investment solutions
Euro LDI Survey – Q3 2023
Euro LDI Survey – Q3 2023
In the quarterly Columbia Threadneedle Investments LDI Survey, we poll investment bank trading desks on the volumes of quarterly hedging transactions.
Read time - 6 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
Filter insights on this page
Capabilities
Media type
Themes
Regions
Capabilities
Media type
Themes
Regions
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.
You may also like
About Us
Millions of people around the world rely on Columbia Threadneedle Investments to manage their money. We look after investments for individual investors, financial advisers and wealth managers, as well as insurance firms, pension funds and other institutions.
Our Funds
Columbia Threadneedle Investments has a comprehensive range of investment funds catering for a broad range of objectives.
Capabilities
We offer a broad range of actively managed investment strategies and solutions covering global, regional and domestic markets and asset classes.