Insights

January 2023

Justin Ong

Senior Research Analyst, Asian Corporate Debt

Chuanyi Zhou

Asia Corporate Analyst

Firmer foundations for China’s property market in 2023

The Chinese property sector has been in the headlines over the past year, and not for the right reasons.
Read time - 6 min
January 2023

Justin Ong

Senior Research Analyst, Asian Corporate Debt

Chuanyi Zhou

Asia Corporate Analyst

Firmer foundations for China’s property market in 2023

The Chinese property sector has been in the headlines over the past year, and not for the right reasons.
Read time - 6 min

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27 January 2023

Justin Ong

Senior Research Analyst, Asian Corporate Debt

Chuanyi Zhou

Asia Corporate Analyst

Firmer foundations for China’s property market in 2023

The Chinese property sector has been in the headlines over the past year, and not for the right reasons.
Read time - 6 min
25 January 2023

Steven Bell

Chief Economist, EMEA

Opening Bell 2023 – Global Market Outlook

We discuss how far interest rates could rise, assess the severity of any economic contraction, and look forward to opportunities as recovery emerges.
Read time - 6 min
24 January 2023

Fixed Income Desk

In Credit - Weekly Snapshot

In Credit Weekly Snapshot – January 2023

Our fixed income team provide their weekly snapshot of market events.
Read time - 3 min
23 January 2023

Steven Bell

Chief Economist, EMEA

Has recession been cancelled?

Could lower European gas prices and easing US inflation mean we’re set to avoid a winter recession?
Watch time - 5 min
12 January 2023

William F. “Ted” Truscott

Chief Executive Officer

Industry trends to watch in 2023

The last few years have delivered a fair share of ‘once-in-a-lifetime’ setbacks for asset managers and investors.
Read time - 4 min
9 January 2023

Steven Bell

Chief Economist, EMEA

Is the US about to move into recession?

Our Chief Economist, Steven Bell, argues that a recession is needed to bring US wage inflation under control.
Watch time - 6 min
22 December 2022

Joanna Tano

Head of Research, Columbia Threadneedle Real Estate Partners

Real Estate: Preserving Value

There was a definite air of positivity in European real estate markets in January and February 2022.
Read time - 4 min
19 December 2022

Steven Bell

Chief Economist, EMEA

Do you believe in Santa Pause?

The Federal Reserve and markets have different expectations around how high US interest rates will go. Our Chief Economist, Steven Bell, explains that either way, the near-term outlook for risk assets looks challenged.
Watch time - 4 min
14 December 2022

Melda Mergen

Global Head of Equity

Focus on quality for success in equities

Investors should not expect everything to go ‘back to normal’ in 2023, says Melda Mergen. Higher inflation and a weaker economic environment will mean not all companies will thrive.
Read 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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