Insights

Dezember 2024

Gregory Turnbull Schwartz

Senior Analyst, Fixed Income

EBITDA and the perils of tooth-fairy investing

Company measures based on EBITDA are common in credit investing, even though it doesn’t project a full picture. So, what does Columbia Threadneedle do differently to get a more holistic view?
Dezember 2024

Gregory Turnbull Schwartz

Senior Analyst, Fixed Income

EBITDA and the perils of tooth-fairy investing

Company measures based on EBITDA are common in credit investing, even though it doesn’t project a full picture. So, what does Columbia Threadneedle do differently to get a more holistic view?

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18 Dezember 2024

Gregory Turnbull Schwartz

Senior Analyst, Fixed Income

EBITDA and the perils of tooth-fairy investing

Company measures based on EBITDA are common in credit investing, even though it doesn’t project a full picture. So, what does Columbia Threadneedle do differently to get a more holistic view?
17 Dezember 2024

Fixed Income Desk

In Credit - Weekly Snapshot

In Credit Weekly Snapshot – December 2024

Our fixed income team provide their weekly snapshot of market events.
16 Dezember 2024

Steven Bell

Chief Economist, EMEA

Closing Bell 2024 : ‘Immaculate disinflation’ and the ‘Magnificent Seven’

US mega-cap tech stocks drove strong equity returns whereas bonds had a largely dull year. Is the stage set for continued US outperformance in 2025?
13 Dezember 2024

Sally Springer

Senior Sustainable Research Analyst, Global Research

It’s a value trap! How research intensity can help reveal genuine recovery stocks

With intangible asset growth increasingly a driver of performance growth, a core research theme for us is ‘human capital’. It's just one way our Global Fundamental Research Group feeds into our investment process.
9 Dezember 2024

Rosalie Pinkney

Senior Credit Analyst

European banks: strong fundamentals and pockets of value

It’s a sector which we’re positive on, for several reasons ranging from regulation and valuations to fundamentals.
9 Dezember 2024

Steven Bell

Chief Economist, EMEA

Is the UK heading for recession?

There has been a major decline in optimism about UK economic prospects in recent months.
9 Dezember 2024

Christopher Mahon

Head of Dynamic Real Return, Multi-asset

Consolidate with caution - Too much focus on scale could come at the expense of innovation

Chancellor Rachel Reeves is right to identify excessive risk aversion as a critical issue in UK pensions. Her solution is consolidation, but while boosting scale this way is helpful, it is no magic wand.
6 Dezember 2024

UK equities: don’t believe the doom mongers

While Labour’s first Budget was a surprise in terms of the scale of the fiscal loosening, there remain grounds for cautious optimism about UK equities.
5 Dezember 2024

Joanna Tano

Head of Research, Europe, Real Estate (EMEA)

2025 Global Real Estate Outlook: Is property at a turning point?

Global property prices have broadly stabilised. With interest rates heading lower, is real estate at a turning point?

Wichtige informationen

Das hier zugrundeliegende Research und die Analysen sind von Columbia Threadneedle Investments für die eigenen Investmentaktivitäten erstellt worden. Aufgrund dieser sind möglicherweise bereits Entscheidungen noch vor dieser Publikation getroffen worden. Die Veröffentlichung zum jetzigen Zeitpunkt geschieht zufällig. Aus externen Quellen bezogene Informationen werden zwar als glaubwürdig angesehen, für ihren Wahrheitsgehalt und ihre Vollständigkeit kann jedoch keine Garantie übernommen werden. Alle enthaltenen Meinungsäußerungen entsprechen dem Stand zum Zeitpunkt der Veröffentlichung, können jedoch ohne Benachrichtigung geändert werden.

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