Insights

January 2022

Fixed Income Desk

In Credit - Weekly Snapshot

In Credit Weekly Snapshot – January 2022

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

Fixed Income Desk

In Credit - Weekly Snapshot

In Credit Weekly Snapshot – January 2022

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

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25 January 2022

Fixed Income Desk

In Credit - Weekly Snapshot

In Credit Weekly Snapshot – January 2022

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

Investment team updates - Bullet points 21 January 2022

Latest news from around the investment desks.
Read time - 3 min
18 January 2022

Nicolas Janvier

Head of US Equities, EMEA

Paul DiGiacomo

Head of Equity Research

Benedikt Blomberg

Portfolio Manager

US equities: three themes to watch in a discriminating year

In a market where there will be a wide disparity between winning and losing stocks, only intensive research will uncover the likely winners.
Read time - 3 min
17 January 2022

William Davies

Global Chief Investment Officer

Investment Outlook 2022 with William Davies

Deputy Global CIO and CIO EMEA, William Davies, talks about what the coming year might bring for companies, markets and fiscal policy.
Watch time - 12 min
17 January 2022

Dara White

Global Head of Emerging Market Equities

Emerging market equities: identifying the key long-term trend

As we enter 2022 we can expect robust fundamentals to serve as a key tailwind for emerging markets.
Read time - 2 min
17 January 2022

Lorenzo Garcia

Head of Investment Solutions

Solutions in 2022: a defining time for inflation and ESG

As inflation runs hot and interest in ESG impacts rises, there is a fundamental shift in our institutional and sub-advisory clients’ needs. We expect allocations to alternative risk assets, and to assets with positive environmental impacts, to increase.
Read time - 2 min
7 January 2022

Investment team updates - Bullet points 7 January 2022

Latest news from around the investment desks.
Read time - 3 min
23 December 2021

Edward Al-Hussainy

Senior Interest Rate and Currency Analyst

Monetary policy and the yield curve

Ed Al-Hussainy, Senior Rates and Currency Analyst, looks at how monetary policy is set to become less supportive in 2022 and what this means for interest rates and the yield curve.
Read time - 5 min
23 December 2021

Toby Nangle

Global Head of Asset Allocation & Head of Multi-Asset, EMEA

Asset Allocation 2021/22: review and outlook

Toby Nangle, Global Head of Asset Allocation, runs the rule over asset class performance in 2021, before turning his attention to the year ahead and looking at the inflationary and fiscal and monetary headwinds that could impact market performance.
Read time - 5 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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