Insights

July 2024

Jim Griffin

Investment Content Manager

Market Monitor – 19 July 2024

Global stock markets had a difficult week, with technology stocks in particular giving up some of their recent gains.
Read time - 3 min
July 2024

Jim Griffin

Investment Content Manager

Market Monitor – 19 July 2024

Global stock markets had a difficult week, with technology stocks in particular giving up some of their recent gains.
Read time - 3 min

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19 July 2024

Jim Griffin

Investment Content Manager

Market Monitor – 19 July 2024

Global stock markets had a difficult week, with technology stocks in particular giving up some of their recent gains.
Read time - 3 min
17 July 2024

Joanna Tano

Head of Research, Europe, Real Estate (EMEA)

UK Real Estate: Talking points July 2024

Political stability, rebased pricing, falling inflation and the expectation of rate cutting are collectively expected to provide a more supportive environment for UK real estate.
Read time 2 min
17 July 2024

Fixed Income Desk

In Credit - Weekly Snapshot

In Credit Weekly Snapshot – July 2024

Our fixed income team provide their weekly snapshot of market events.
Read time - 5 min
16 July 2024

Harry Waight

Portfolio Manager

On your bike - Shimano and cycling

From gearing up Tour de France contenders to a growing e-bike market, Shimano looks well placed.
Read time - 3 min
15 July 2024

Steven Bell

Chief Economist, EMEA

Where to next for UK Interest rates?

Market odds for the Bank of England to cut rates in August are better than 50:50. We are less optimistic.
Watch time - 4 min
15 July 2024

Rosa Fenwick

Head of LDI Implementation

Q2 2024 repo update

The second quarter of 2024 finally brought about the long-awaited commencement of the monetary tightening cycle, albeit not in the US or the UK.
Read time - 6 min
12 July 2024

Jim Griffin

Investment Content Manager

Market Monitor – 12 July 2024

Global stock markets had a difficult week, with technology stocks in particular giving up some of their recent gains.
Read time - 3 min
11 July 2024

Steven Bell

Chief Economist, EMEA

Life under Labour: what is the macro background for the new Government, their likely budget plans and the impact on the economy?

After inheriting a dire fiscal position how will Labour deliver economic growth? We take a closer look at their options and plans.
Read time - 4 min
9 July 2024

Laura Reardon

Client Portfolio Manager, Emerging Market Debt

Dispelling the myths around emerging market debt

Emerging markets today bear little resemblance to those rocked by financial crises in the 1980s and 1990s, with the asset class diversified across geography, investment grade, high yield, sovereigns and corporates
Read time - 3 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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