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Insights

CIO outlook: market volatility, oil and interest rates

Russia’s invasion of Ukraine has put markets on edge. With a high level of uncertainty and rising commodity prices, will central banks change their plans on rate increases?
22 März 2022
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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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Despite the significant policy and geopolitical uncertainty, the investment case for US small caps remains intact.
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The conflict in the Middle East is another reminder of the volatility of geopolitics and the fragility of global supply chains. We assess the likely impacts on European real estate and consider the specific impacts on real estate sectors.
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In Credit Weekly Snapshot – Rock the boat

With the US now enforcing closure of the Strait of Hormuz, what will it mean for credit markets? Read on for a breakdown of fixed income news across sectors and regions.
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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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