lu
LU
Luxembourg
en-LU
lu_intm_classes
intm
Intermediary
en
en
Insights

Investment team updates – Bullet points 5 November

Our investment team provide their weekly snapshot of market events.

Market updates | 5 November 2021

PDF

Market updates – 5 November 2021
5 November 2021
Columbia threadneedle investments logo
Columbia Threadneedle Investments
Key topics
Related topics
Listen on Stitcher badge
Key topics
Related topics

PDF

Investment team updates – Bullet points 5 November

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.

Related Insights

3 March 2025

David Egan

Senior Research Analyst

DeepSeek: evolution, not revolution, in artificial intelligence

What is DeepSeek’s real impact on artificial intelligence, and what does it mean for investors?
18 February 2025

Paul Doyle

Head of Europe ex-UK Equities

Europe’s year of two halves, while the US walks an inflation tightrope

Europe’s H1 margins will be under pressure, but the headwinds should blow through.
13 February 2025

Daisuke Nomoto

Global Head of Japanese Equities

Simon Morton-Grant

Client Portfolio Manager

Japan’s economic revival – the first steps of a long-awaited transformation

Japanese equities have enjoyed strong returns in recent years. Have investors missed the boat? We think not and remain constructive on the outlook from here.
11 March 2025

Fixed Income Desk

In Credit - Weekly Snapshot

In Credit Weekly Snapshot – March 2025

Our fixed income team provide their weekly snapshot of market events.
10 March 2025

Steven Bell

Chief Economist, EMEA

German rearmament - the consequences

As Germany takes it foot off the debt brake what will be the impact on economies and markets?
5 March 2025

Steven Bell

Chief Economist, EMEA

What’s next for markets?

Low inflation and falling interest rates make risk assets attractive, especially in the US. But should investors be worried about how much good news is priced in?

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.

You may also like

Investment approach

Teamwork defines us and is fundamental to our investment approach, which is structured to facilitate the generation, assessment and implementation of good, strong investment ideas for our portfolios.

Funds and Prices

Columbia Threadneedle Investments has a comprehensive range of investment funds catering for a broad range of objectives.

Investment Capabilities

We offer a broad range of actively managed investment strategies and solutions covering global, regional and domestic markets and asset classes.

Thank you. You can now visit your preference centre to choose which insights you would like to receive by email.

To view and control which insights you receive from us by email, please visit your preference centre.

Woman listens to music through headphones
Play Video

CT Property Trust- Fund Manager Update

Sed ut perspiciatis unde omnis iste natus error sit voluptatem accusantium doloremque laudantium