Insights
December 2023
Multi-Asset - Multi-Manager
Multi-Asset
Unemployment is now the key to US rate cuts
Unemployment is now the key to US rate cuts
Will rising unemployment mean the Federal Reserve cuts rates sooner rather than later? Steven Bell explains why we’re watching upcoming US data closely.
Watch time - 5 min
December 2023
Multi-Asset - Multi-Manager
Multi-Asset
Unemployment is now the key to US rate cuts
Unemployment is now the key to US rate cuts
Will rising unemployment mean the Federal Reserve cuts rates sooner rather than later? Steven Bell explains why we’re watching upcoming US data closely.
Watch time - 5 min
All insights
4 December 2023
Multi-Asset - Multi-Manager
Multi-Asset
Unemployment is now the key to US rate cuts
Unemployment is now the key to US rate cuts
Will rising unemployment mean the Federal Reserve cuts rates sooner rather than later? Steven Bell explains why we’re watching upcoming US data closely.
Watch time - 5 min
1 December 2023
Responsible investment
Responsible Investment
Greater clarity and a focus on financial outcomes
Greater clarity and a focus on financial outcomes
There are plenty of macro drivers that will create equity volatility in 2024. To succeed, investors will need to maintain a resilient portfolio.
Read time - 4 min
27 November 2023
Multi-Asset - Multi-Manager
Multi-Asset
UK base rate cuts to be delayed following last week's Autumn Statement
UK base rate cuts to be delayed following last week's Autumn Statement
The UK’s Autumn Statement partially relieved the upward trend in taxes. But what does that mean for interest rates? Steven Bell explains why cuts in early 2024 now seem unlikely.
Watch time - 5 min
23 November 2023
Responsible investment
Responsible investment
ESG Viewpoint: Investing in a Just Transition
ESG Viewpoint: Investing in a Just Transition
It’s essential we consider the social dimension as we transition to a low carbon world. We explore the investment implications of a Just Transition.
Read time - 2 min
23 November 2023
Equity
Equity
With macro risks elevated it’s all about stock selection
With macro risks elevated it’s all about stock selection
There are plenty of macro drivers that will create equity volatility in 2024. To succeed, investors will need to maintain a resilient portfolio.
Read time - 4 min
23 November 2023
Fixed income
Fixed Income
The peak in rate hikes is an inflection point for bonds
The peak in rate hikes is an inflection point for bonds
You don’t have to be bearish on the economy to be optimistic on the bond market. Here’s why.
Read time - 4 min
21 November 2023
Responsible investment
Responsible Investment
What we expect from COP28 in Dubai
What we expect from COP28 in Dubai
With the 28th round of climate change negotiations looming, we outline some of the main discussion points and consider what progress could be made.
5 mins
20 November 2023
Multi-Asset - Multi-Manager
Multi-Asset
Has the bond rally gone too far?
Has the bond rally gone too far?
Despite warnings from central banks not to expect rate cuts anytime soon, Steven Bell explains why he expects the downward trend in bond yields to continue.
Watch time - 5 min
15 November 2023
Alternatives - Commodities
Markets
Balancing uncertainty and optimism
Balancing uncertainty and optimism
The slowdown we are all expecting keeps being put off, but how severe will it be when it eventually shows up?
Read time - 4 min
Filter insights on this page
Capabilities
Media type
Themes
Regions
Capabilities
Media type
Themes
Regions
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
About us
Millions of people around the world rely on Columbia Threadneedle Investments to manage their money. We look after investments for individual investors, financial advisers and wealth managers, as well as insurance firms, pension funds and other institutions.
Our funds
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.