Insights

December 2024

Jim Griffin

Investment Content Manager

Market Monitor – 20 December 2024

Global stock markets sustained heavy losses this week, with post-US election euphoria evaporating and Christmas cheer in short supply.
December 2024

Jim Griffin

Investment Content Manager

Market Monitor – 20 December 2024

Global stock markets sustained heavy losses this week, with post-US election euphoria evaporating and Christmas cheer in short supply.

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20 December 2024

Jim Griffin

Investment Content Manager

Market Monitor – 20 December 2024

Global stock markets sustained heavy losses this week, with post-US election euphoria evaporating and Christmas cheer in short supply.
20 December 2024

Anthony Willis

Investment Manager

Multi-Manager Perspectives: Merry Christmas… but the Fed points to a slightly less Happy New Year…

It might be the week before Christmas, but 2024 is not done with us quite yet.
18 December 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 December 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 December 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 December 2024

Jim Griffin

Investment Content Manager

Market Monitor – 13 December 2024

Global stock markets had a mixed week as investor focus returned to monetary policy.
13 December 2024

Anthony Willis

Investment Manager

Multi-Manager Perspectives: Another seismic week in Middle Eastern politics

It has been another week where we have witnessed significant geopolitical shifts, with the surprising and rapid demise of the Assad regime in Syria.
13 December 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 December 2024

Rosalie Pinkney

Credit Research Analyst, Fixed Income

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.
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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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