Insights

March 2024

Steven Bell

Chief Economist, EMEA

Will sticky inflation stop the US cutting interest rates?

Disappointing data has dampened expectations around US rate cuts. We think that pessimism is overdone and explain why.
Watch time - 6 min
March 2024

Steven Bell

Chief Economist, EMEA

Will sticky inflation stop the US cutting interest rates?

Disappointing data has dampened expectations around US rate cuts. We think that pessimism is overdone and explain why.
Watch time - 6 min

All insights

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18 March 2024

Steven Bell

Chief Economist, EMEA

Will sticky inflation stop the US cutting interest rates?

Disappointing data has dampened expectations around US rate cuts. We think that pessimism is overdone and explain why.
Watch time - 6 min
15 March 2024

Tom Barron

Senior Associate, Responsible Investment

ESG Viewpoint: Emerging responsible investment trends in Asia

The appetite for responsible investing is growing in Asia, as regulations evolve and client demand increases.
Read time - 2 min
15 March 2024

Tammie Tang

Senior Portfolio Manager, Fixed Income

Celebrating a decade of social impact bond investments

The CT UK Social Bond Fund has pioneered impact investing for fixed income, through investments that deliver positive social outcomes and a financial return consistent with the risk profile of the broad UK investment grade credit market.
Read time - 5 min
15 March 2024

Jim Griffin

Investment Content Manager

Market Monitor – 15 March 2024

Global stock markets enjoyed another largely positive week despite concerns that sticky inflation could lead to delays in interest rate cuts.
Read time - 3 min
14 March 2024

Andrew Carnwath

Director, Private Equity

LGPS Next Steps on Investments: a focus on private equity

We look at five questions LGPS funds may want to consider as they evaluate private equity and discuss how it might help them deliver both their return and impact ambitions
Read time - 5 min
14 March 2024

Andrew Droste

Vice President, Responsible Investment

ESG Viewpoint: A review of the 2023 US proxy season and what to expect in 2024

2023 saw a record number of shareholder proposals going to a vote but what can we expect in 2024? And what will be the impact of artificial intelligence on boardrooms and businesses? Read more in our latest ESG Viewpoint.
Read time - 2 min
13 March 2024

Fixed Income Desk

In Credit - Weekly Snapshot

In Credit Weekly Snapshot – March 2024

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

Simon Bentley

Managing Director, Head of UK Solutions Client Portfolio Management

Rosa Fenwick

Head of Core LDI Portfolio Management

What implications does record net gilt supply have for LDI portfolios?

Following the budget last Thursday 7 March, we review the reaction from the Gilt Market and highlight what this means for pension schemes' LDI portfolios.
Read time - 2 min
11 March 2024

Steven Bell

Chief Economist, EMEA

Interest cuts to start in June

Consensus for June rate cuts from the Fed and ECB are firm. What are the odds that the UK, seen as a laggard, could follow through too?
Watch time - 5 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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