Insights
May 2024
Equity
Equity
Market Monitor – 3 May 2024
Market Monitor – 3 May 2024
Global stock markets had a challenging week due to continued uncertainty around the timing of interest rate cuts in the United States, as well as mixed corporate earnings figures.
Read time - 3 min
May 2024
Equity
Equity
Market Monitor – 3 May 2024
Market Monitor – 3 May 2024
Global stock markets had a challenging week due to continued uncertainty around the timing of interest rate cuts in the United States, as well as mixed corporate earnings figures.
Read time - 3 min
All insights
3 May 2024
Equity
Equity
Market Monitor – 3 May 2024
Market Monitor – 3 May 2024
Global stock markets had a challenging week due to continued uncertainty around the timing of interest rate cuts in the United States, as well as mixed corporate earnings figures.
Read time - 3 min
3 May 2024
Multi-Asset - Multi-Manager
Multi-Manager
Multi-Manager People’s Perspectives - Rate cuts: postponed in the US, on track in Europe
Multi-Manager People’s Perspectives - Rate cuts: postponed in the US, on track in Europe
It has been a busy week of news flow, much of which has reinforced the current narrative around the path for monetary policy, with interest rates set to stay on hold for an extended period.
Read time - 5 min
26 April 2024
Equity
Equity
Market Monitor – 26 April 2024
Market Monitor – 26 April 2024
Global stock markets clawed back some of their recent losses this week following easing tensions in the Middle East and some impressive corporate earnings statements.
Read time - 3 min
26 April 2024
Responsible investment
Responsible investment
Decarbonising Steel: redefining the value chain and the role of iron ore miners
Decarbonising Steel: redefining the value chain and the role of iron ore miners
The need to decarbonise is driving innovation in the steel sector, which in turn is reshaping the global value chain for one of its key inputs – iron ore.
Read time - 1 min
26 April 2024
Multi-Asset - Multi-Manager
Multi-Manager
Multi-Manager People’s Perspectives: More reasons for the Fed not to cut interest rates
Multi-Manager People’s Perspectives: More reasons for the Fed not to cut interest rates
Markets breathe a sigh of relief over the lack of further escalation in the Middle East – but the focus returns to the sticky US inflation theme.
Read time - 5 min
26 April 2024
Multi-Asset
Multi-Asset
Total eclipse 2: the rebound in manufacturing Â
Total eclipse 2: the rebound in manufacturing Â
As the prospect of rate cuts dims, amid a manufacturing rebound pushing up metals prices, how do managers respond in their portfolios?
5 mins
25 April 2024
Alternatives
Outlook
UK Real Estate: Talking Points April 2024
UK Real Estate: Talking Points April 2024
Our quarterly snapshot of current real estate market trends.
Read time - 2 min
23 April 2024
Fixed income
Fixed income
In Credit Weekly Snapshot – April 2024
In Credit Weekly Snapshot – April 2024
Our fixed income team provide their weekly snapshot of market events.
Read time - 5 min
23 April 2024
Responsible investment
Responsible investment
Rana Plaza 11 years on
Rana Plaza 11 years on
2013’s disaster served as a wake-up call to the garment industry. How have factory conditions changed and how are we tackling related risks through engagement?
Read time - 3 min
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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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