There are 62 item(s) tagged with the keyword "Columbia Threadneedle Investments".
Displaying: 11 - 20 of 62
Discussing the extent of cuts and the implications for markets?
We expect 2024 to outperform the current pessimistic economic forecasts but struggle to beat the optimism priced into equity markets.
The growth in the breadth and depth of the social bond market is impressive, but there's still more to come.
Inflation is moving in the right direction and the US is seemingly at or near peak interest rates. What about the UK and Europe?
The Bank of England is suggesting inflation is becoming embedded in the UK so rates may stay high for longer; possibly at their current level for two years. Could it be that the Bank has got it wrong? Steven Bell, Chief Economist EMEA, explains why he thinks this may be the case.
Against the difficult backdrop of high inflation and rising interest rates, the portfolio manager discusses some new entrants and disposals from the portfolio.
Managers of The Global Smaller Companies Trust, Peter Ewins and Nish Patel, discuss the prospects for smaller companies against the backdrop of inflationary pressures and higher interest rates. They will also cover how the economic backdrop is informing their portfolio construction. Register now to watch live or later on demand
US tech related stocks is creating a conundrum for managers with a remit to build diversified portfolios. But could AI be its saviour also?
UK Equities - The song remains the same
Despite the daily diet of alarmist headlines, since the fourth quarter of last year we have witnessed an improving picture in certain sectors of the commercial property market, most notably industrials, logistics and retail warehousing. A pick-up in investment activity has seen prices firm.
Displaying: 11 - 20 of 62