Insights

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
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

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26 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
26 March 2024

Ebele Conroy

Investment Analyst, Global Research

Joe Horrocks-Taylor

Senior Associate, Analyst, Responsible Investment

Green machines: the future of transport

The transportation sector has a significant impact on global emissions, but technology innovations, policy changes and shifting behaviours can reduce this. How are the different modes progressing?
Read time - 5 min
26 March 2024

Claire Robbs

Investment Grade Credit Research, Fixed Income

Chocks away! Airport passenger numbers – and financial metrics – recover

Increased numbers of fliers and supportive concession frameworks mean the industry retains a strong and steady credit trajectory.
Read time - 3 min
25 March 2024

Tammie Tang

Senior Portfolio Manager, Fixed Income

Andrew Brown

Portfolio Manager, Fixed Income

Andrew Dewar

Portfolio Manager, Investment Grade Credit

Charlotte Finch

Client Portfolio Manager, Fixed Income

Social impact and financial returns: What does it take for investors to have both?

In this Spotlight guide, in partnership with Investment Week, we explore the current environment for impact investing, its challenges, and how investors can help address the many social difficulties facing the world today.
Read time - 1 min
22 March 2024

Keith Balmer

Portfolio Manager

Game on Inflation

Leading indicators imply falling UK inflation could be sustained. This, and rate cuts in Europe and the US, raise the odds of an easing in the UK.
Read time - 3 mins
22 March 2024

Jim Griffin

Investment Content Manager

Market Monitor – 22 March 2024

Global stock markets enjoyed another stellar week as central banks remain on track to start cutting interest rates in the coming months.
Read time - 3 min
22 March 2024

Anthony Willis

Investment Manager

Multi-Manager People’s Perspective - Rate cuts are on the horizon

It has been a busy couple of weeks since the last update, with last week dominated by economic data and this week dominated by central bank meetings.
Read time - 7 min
22 March 2024

Harry Waight

Portfolio Manager

Simon Haines

Portfolio Manager

Japan: we’re more convinced than ever

Investors are increasingly turning their attention to Japan. We spent two weeks there and met dozens of companies. But which businesses look best placed?
Watch time - 6 min
20 March 2024

Krishan Selva

Client Portfolio Manager

Lin Jing Leong

Senior Sovereign Analyst, Emerging Market Asia

China: bottom-up opportunity as the macro picture slowly improves

While the top-down story has challenges, the notion that China is ‘uninvestable’ is in our view misinformed. We believe company-specific opportunities can be found by looking at trade, value for money and capital return.
Read 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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