There are 95 item(s) tagged with the keyword "Columbia Threadneedle Investments".
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Paul Doyle, Head of Large Cap European Equities, takes us through the key takeaways.
Discussing the case for emerging market equities – including a weaker US dollar – and the potential benefits of adopting an active approach.
We have seen a softening in market momentum led by US equities and based around two factors. Firstly, there are reduced expectations for an interest rate cut in the aftermath of the October’s Federal Reserve (Fed) meeting.
Resilient growth and rising markets mask underlying structural tensions – the risks of a misstep are accumulating. We assess the balance for investors.
We maintain a constructive outlook for equities, with a broadening of opportunities for selective investment, backed by disciplined diversification.
This week we focus on the diverging chances of a rate cut in December from the Bank of England (BoE) and the Federal Reserve (Fed).
The Chanceller’s job of balancing UK finances hasn’t been helped by gilts. Since the election in July 2024, borrowing costs have been higher than the government would like. But one question still gets too little scrutiny: to what degree is the BoE’s QT programme responsible?
Chancellor Rachel Reeves achieved her budgetary goals: – the OBR is happy, markets are calm, and Labour backbenchers are content. But is that good enough?
Displaying: 1 - 10 of 95