Insights
September 2021
Equities
Equities
Market Monitor - 24 September 2021
Market Monitor - 24 September 2021
In a rollercoaster week, global stock markets have managed to claw back sharp losses as fears of a major debt crisis in China eased.
Read time - 2 min
September 2021
Equities
Equities
Market Monitor - 24 September 2021
Market Monitor - 24 September 2021
In a rollercoaster week, global stock markets have managed to claw back sharp losses as fears of a major debt crisis in China eased.
Read time - 2 min
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24 September 2021
Equities
Equities
Market Monitor - 24 September 2021
Market Monitor - 24 September 2021
In a rollercoaster week, global stock markets have managed to claw back sharp losses as fears of a major debt crisis in China eased.
Read time - 2 min
23 September 2021
Fixed income
Fixed income
Credit Threads #2: Consumer balance sheets
Credit Threads #2: Consumer balance sheets
In this episode of Credit Threads, we discuss the outlook for consumers and the ways bond investors can find opportunities in consumer debt.
Listen time - 24 min
20 September 2021
Equities
Process is everything for Pan European Smaller Companies
Process is everything for Pan European Smaller Companies
The onset of Covid-19 in Europe initially saw value and cyclical stocks perform poorly. But as the continent emerged out of the first wave towards the end of summer 2020, this began to reverse.
Read time - 5 min
20 September 2021
Equities
Climate change to bear upon banks’ financial performance
Climate change to bear upon banks’ financial performance
For investors evaluating financial institutions, the climate crisis will soon become a key consideration. Our research shows there is already a wide dispersion between the sector leaders and laggards.
Read time - 5 min
20 September 2021
Equities
Walking the delicate path to normalisation
Walking the delicate path to normalisation
In spite of summer jitters in financial markets, we expect governments will cautiously normalise monetary policy and global growth will remain robust. We believe there is further upside for equities, especially in cyclical sectors poised to gain from economic reopening.
Read time - 5 min
20 September 2021
Emerging market debt
Fixed income
In Credit Weekly Snapshot – September 2021
In Credit Weekly Snapshot – September 2021
Our fixed income team provide their weekly snapshot of market events.
Read time - 3 min
17 September 2021
Equities
Equities
Market Monitor - 17 September 2021
Market Monitor - 17 September 2021
Stock markets around the world have had another volatile week, with concerns about the difficult post-Covid recovery to the fore once again. Most major indices have, however, managed to avoid serious losses.
Read time - 2 min
17 September 2021
Japan equities
Topix hits 30-year high as PM Suga announces resignation
Topix hits 30-year high as PM Suga announces resignation
Daisuke Nomoto examines the events that have seen Yoshihide Suga resign as PM, looks at the potential candidates to replace him, and the implications of each for the market.
Read time - 3 min
16 September 2021
Global equities
Global equities
Cats, rivers & regulation: the lowdown on Chinese equities
Cats, rivers & regulation: the lowdown on Chinese equities
Natasha Ebtehadj looks at the country from an equity investment perspective following a for-profit ban in education companies and increased regulation around its tech giants.
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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