Insights
April 2024
Multi-Asset - Multi-Manager
Multi-Manager
Fund Watch Q1 2024
Fund Watch Q1 2024
We analyse thousands of funds each quarter – in FundWatch we highlight the elusive few that manage to outperform on a consistent basis.
Read time - 8 min
April 2024
Multi-Asset - Multi-Manager
Multi-Manager
Fund Watch Q1 2024
Fund Watch Q1 2024
We analyse thousands of funds each quarter – in FundWatch we highlight the elusive few that manage to outperform on a consistent basis.
Read time - 8 min
All insights
16 April 2024
Multi-Asset - Multi-Manager
Multi-Manager
Fund Watch Q1 2024
Fund Watch Q1 2024
We analyse thousands of funds each quarter – in FundWatch we highlight the elusive few that manage to outperform on a consistent basis.
Read time - 8 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
12 April 2024
Multi-Asset - Multi-Manager
Multi-Manager
Multi-Manager People’s Perspectives: Is the US economy running too hot to allow the Fed to cut rates?
Multi-Manager People’s Perspectives: Is the US economy running too hot to allow the Fed to cut rates?
It has been a tougher week for equities and bonds, particularly in the US, as economic data once again weakens the narrative around interest rate cuts being just around the corner.
Read time - 4 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
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
9 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
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
8 April 2024
Multi-Asset
Multi-Asset
Interest rates, inflation and immigration
Interest rates, inflation and immigration
Do rising US rents, fuelled in part by higher immigration, call for a reappraisal of the likely scale and pace of US interest rate cuts?
Watch time - 6 min
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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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