Insights
April 2024
Equity
Equity
Market Monitor – 19 April 2024
Market Monitor – 19 April 2024
A miserable month for global stock markets continued this week, with geopolitical concerns and further indications that central banks will be slow to cut interest rates adding to negative sentiment.
Read time - 3 min
April 2024
Equity
Equity
Market Monitor – 19 April 2024
Market Monitor – 19 April 2024
A miserable month for global stock markets continued this week, with geopolitical concerns and further indications that central banks will be slow to cut interest rates adding to negative sentiment.
Read time - 3 min
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19 April 2024
Equity
Equity
Market Monitor – 19 April 2024
Market Monitor – 19 April 2024
A miserable month for global stock markets continued this week, with geopolitical concerns and further indications that central banks will be slow to cut interest rates adding to negative sentiment.
Read time - 3 min
17 April 2024
Equity
Global equities, Responsible Investment
In search of sustainability – following Highway 101
In search of sustainability – following Highway 101
Travelling down the US west coast we met 25 companies in five days. Learn more about the tech and healthcare businesses shaping our future.
Read time - 3 min
16 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
15 April 2024
Multi-Asset
Multi-Asset
Is interest rate pessimism overdone?
Is interest rate pessimism overdone?
The European Central Bank looks set to cut in June and there are reasons to believe the US and UK won’t be too far behind.
Watch time - 6 min
12 April 2024
Equity
Equity
Market Monitor – 12 April 2024
Market Monitor – 12 April 2024
Global stock markets have endured another challenging week as a result of signs that policymakers are struggling to keep inflation in check in the United States.
Read time - 3 min
11 April 2024
Responsible investment
Responsible investment
Stewardship quarterly - Q4 2023
Stewardship quarterly - Q4 2023
Our report outlines our global active
ownership, including a selection of engagement case studies.
Read time - 4 min
11 April 2024
Global investment solutions
LDI
Q1 2024 repo update
Q1 2024 repo update
All eyes remained focused on the commencement of the global monetary easing cycle; however, as the quarter progressed it became clear that the market had been overly aggressive in its expectations, both in terms of the speed and size of potential cuts for 2024.
Read time - 6 min
10 April 2024
Fixed income
Fixed income
High yield bonds: focus on maturity over duration
High yield bonds: focus on maturity over duration
The CT (Lux) European Short-term High Yield Bond strategy focuses on maturity over duration to manage risk. This means lower interest rate sensitivity and less volatility growth.
Read time - 3 min
8 April 2024
Fixed income
Fixed income
Sector spotlight: Dialling up the positivity on telecoms
Sector spotlight: Dialling up the positivity on telecoms
European telecoms have turned a corner operationally and are in the best financial health for many years, which has led us to upgrade the sector.
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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