In this episode of Credit Threads, we discuss the outlook for consumers and the ways bond investors can find opportunities in consumer debt. Featuring: Jason Callan, Senior Portfolio Manager, Head of Structured Assets, Core & Core Plus; and Adrian Hilton, Head of Global Rates and Currency.
Insights
Credit Threads #2: Consumer balance sheets
23 September 2021
Share podcast
Share on linkedin
Share on email
Key topics
Fixed income
Related topics
Fixed income
- 13734
Share podcast
Share on linkedin
Share on email
Key topics
Fixed income
Related topics
Fixed income
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.
Related insights
17 March 2022
Government and policy
Podcast
Fixed income
Credit Threads: Nowhere to hide
Credit Threads: Nowhere to hide
The first quarter of 2022 has seen fixed income markets experience an atypical correlation tantrum, with negative returns across regions and sectors. We speak to Gene Tannuzzo, Global Head of Fixed Income at Columbia Threadneedle Investments; Alasdair Ross, Head of European Fixed Income; and Brian Lavin, Head of High Yield, to find out why they are behaving this way.
Listen time - 26 min
4 February 2022
Government and policy
Article
Equity
Bank of England raises interest rates: what does it mean for you?
Bank of England raises interest rates: what does it mean for you?
As widely expected, the Bank of England (BoE) has decided to raise interest rates for the second time in two months – the first back-to-back rate rise since 2004.
Read time - 3 min
3 August 2021
Government and policy
Podcast
Credit Threads #1: Financial conditions
Credit Threads #1: Financial conditions
In the very first episode of our new fixed income podcast, Credit Threads, our bond specialists discuss how central banks respond to financial conditions, how they impact fixed income investing and how fund managers factor financial conditions into their decision-making.
Listen time - 30 min
25 March 2024
Article
A pivotal year is impending
A pivotal year is impending
After a tough couple of years for the UK economy, there are grounds for cautious optimism in 2024. Inflation is coming down and the market is pencilling in interest rate cuts.
25 March 2024
Article
Market Snapshot: March 2024
Market Snapshot: March 2024
Interest rate and economically sensitive companies in the UK stock market received a good deal more interest from investors in December 2023 and January 2024, leading to strong returns, but February saw a pause to reassess.
27 October 2023
Video
Alternatives
Rising incomes: what are the outcomes for global residential rents?
Rising incomes: what are the outcomes for global residential rents?
We look at the correlation between disposable household incomes in Europe and the US and housing rents, why the market is like it is, and what it means for investors.
Watch time - 6 min
true
true
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.
You may also like
Investment approach
Teamwork defines us and is fundamental to our investment approach, which is structured to facilitate the generation, assessment and implementation of good, strong investment ideas for our portfolios.
Funds and Prices
Columbia Threadneedle Investments has a comprehensive range of investment funds catering for a broad range of objectives.
Our Capabilities
We offer a broad range of actively managed investment strategies and solutions covering global, regional and domestic markets and asset classes.