Insights

June 2022

Jim Griffin

Investment Content Manager

Market Monitor - 24 June 2022

Stock markets around the world have managed to claw back some of their recent losses this week but major indices remain well off the highs recorded around the turn of the year.
Read time - 2 min
June 2022

Jim Griffin

Investment Content Manager

Market Monitor - 24 June 2022

Stock markets around the world have managed to claw back some of their recent losses this week but major indices remain well off the highs recorded around the turn of the year.
Read time - 2 min

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27 June 2022

Jim Griffin

Investment Content Manager

Market Monitor - 24 June 2022

Stock markets around the world have managed to claw back some of their recent losses this week but major indices remain well off the highs recorded around the turn of the year.
Read time - 2 min
27 June 2022

Fixed Income Desk

In Credit - Weekly Snapshot

In Credit Weekly Snapshot – June 2022

Our fixed income team provide their weekly snapshot of market events.
Read time - 3 min
22 June 2022

Craig Adey

Portfolio manager

James Thorne

Portfolio manager

UK small and mid-cap: for the rebound and beyond

Portfolio managers Craig Adey and James Thorne discuss how UK small and mid-caps have historically outperformed significantly following a cyclical trough, and the opportunity this presents in the future as investors in this space.
Read time 6 min
21 June 2022

Jim Griffin

Investment Content Manager

Market Monitor - 17 June 2022

Recent losses have intensified as stock markets around the world endured one of their toughest weeks of the year so far. With investors focusing once again on central bank attempts to curb rampant inflation, this week’s key events were policy decisions from the United States Federal Reserve, the European Central Bank (ECB) and the Bank of England (BoE) – in each case, however, officials offered little in the way of positive news.
Read time - 2 min
13 June 2022

Jim Griffin

Investment Content Manager

Market Monitor - 10 June 2022

Rising interest rates and the threat of a new global recession have caused renewed turbulence on stock markets around the world this week, with high levels of uncertainty and anxiety among investors leading to major swings.
Read time - 2 min
30 May 2022

Fixed Income Desk

In Credit - Weekly Snapshot

In Credit Weekly Snapshot – May 2022

Our fixed income team provide their weekly snapshot of market events.
Read time - 3 min
25 May 2022

Simon Morton-Grant

Client Portfolio Manager

Spotlight on Asian Income: opportunities in an inflationary environment.

In the current environment, Asian dividends are expected to grow at twice the rate of inflation as Asian equity recovery continues to broaden, with stronger earnings feeding through into a broad-based recovery in dividends. Strong balance sheets and robust cashflows are likely to support a faster than expected recovery in dividends across the regions, including sectors not traditionally associated with high pay-outs, such as Technology. Simultaneously, Asia’s evolving demographics are likely to result in continuing domestic interest in companies that can pay sustainable, growing dividends over time.
Read time 6 min
6 May 2022

Jim Griffin

Investment Content Manager

Market Monitor - 6 May 2022

Rising interest rates and the threat of a new global recession have caused renewed turbulence on stock markets around the world this week, with high levels of uncertainty and anxiety among investors leading to major swings.
Read time - 2 min
6 May 2022

Richard Colwell

Head of UK Equities

UK is a rich seam to mine … and not just in commodities

It’s been a volatile start to 2022, with the conflict in Ukraine creating huge disruption in oil markets, and adding to ongoing pressures seen in markets, but the UK is about much more than just commodities (and banks)
Read time 9 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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