Insights
May 2024
Global investment solutions - LDI
Global investment solutions
Euro LDI Survey – Q1 2024
Euro LDI Survey – Q1 2024
In the quarterly Columbia Threadneedle Investments LDI Survey we poll investment bank trading desks on various topical questions around monetary policy and longer-term rate expectations.
Read time - 6 min
May 2024
Global investment solutions - LDI
Global investment solutions
Euro LDI Survey – Q1 2024
Euro LDI Survey – Q1 2024
In the quarterly Columbia Threadneedle Investments LDI Survey we poll investment bank trading desks on various topical questions around monetary policy and longer-term rate expectations.
Read time - 6 min
All insights
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20 May 2024
Global investment solutions - LDI
Global investment solutions
Euro LDI Survey – Q1 2024
Euro LDI Survey – Q1 2024
In the quarterly Columbia Threadneedle Investments LDI Survey we poll investment bank trading desks on various topical questions around monetary policy and longer-term rate expectations.
Read time - 6 min
20 May 2024
Multi-Asset
Multi-Asset
Inflation falls: how far will interest rates follow?
Inflation falls: how far will interest rates follow?
Inflation is finally falling in the US, UK and Europe, but will we see greater dispersion in central bank actions?
Watch time - 4 min
17 May 2024
Fixed income
Fixed income
Ukrainian corporates are making a comeback – but is it temporary?
Ukrainian corporates are making a comeback – but is it temporary?
Businesses are taking differing approaches to managing their debt, and as we approach the point where paused repayments will resume, markets are looking at the ability of companies to uphold them.
Read time - 3 min
17 May 2024
Equity
Equity
Market Monitor – 17 May 2024
Market Monitor – 17 May 2024
Global stock markets extended their May gains this week, with a welcome slowdown in inflation in the United States laying the groundwork for interest rate cuts.
Read time - 3 min
16 May 2024
Equity
Equity
Positives for Europe, but the Middle East could be a headache
Positives for Europe, but the Middle East could be a headache
Inflation is a stubborn problem in the US due to labour shortages, but this is much less of a factor in Europe where activity is dull but likely to recover as the consumer is well supported.
Read time - 1 min
14 May 2024
Fixed income
Fixed income
In Credit Weekly Snapshot – May 2024
In Credit Weekly Snapshot – May 2024
Our fixed income team provide their weekly snapshot of market events.
Read time - 5 min
13 May 2024
Multi-Asset
Multi-Asset
Rate cuts to start in June
Rate cuts to start in June
In Europe, a June cut is likely – but what about the UK and US?.
Watch time - 6 min
13 May 2024
Global investment solutions
Global investment solutions
New regulations for sterling denominated LDI funds
New regulations for sterling denominated LDI funds
What are the new rules and what do they mean for LDI investors?
Read time - 6 min
10 May 2024
Equity
Equity
Market Monitor – 10 May 2024
Market Monitor – 10 May 2024
Global stock markets made solid gains this week as the likelihood of imminent interest rate cuts increased while geopolitical tensions eased.
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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