Welcome to our EMEA APAC insights hub
Filter insights
16 December 2024
Multi-Asset
Multi-Asset
Closing Bell 2024 : ‘Immaculate disinflation’ and the ‘Magnificent Seven’
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
Equity
It’s a value trap! How research intensity can help reveal genuine recovery stocks
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
Multi-Asset
Multi Asset
Is the UK heading for recession?
Is the UK heading for recession?
There has been a major decline in optimism about UK economic prospects in recent months.
6 December 2024
Equity
Equity
UK equities: don’t believe the doom mongers
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 December 2024
Alternatives
Alternatives, Real Estate
2025 Global Real Estate Outlook: Is property at a turning point?
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?
2 December 2024
Multi-Asset
Multi Asset
The US under the new President: four good years or four bad?
The US under the new President: four good years or four bad?
It is no exaggeration to say that financial markets and governments across the world have greeted the clean sweep by Republicans in the US elections with some nervousness.
21 November 2024
Macro Outlook
2025 Macro Outlook: Slower growth amid geopolitical uncertainty, but opportunities remain
2025 Macro Outlook: Slower growth amid geopolitical uncertainty, but opportunities remain
Headwinds are blowing but conditions are supportive, so we see both risks and opportunities in 2025.
19 November 2024
Equity
Equity
2025 Equity Outlook: Will lower rates and strong earnings be enough to keep markets up?
2025 Equity Outlook: Will lower rates and strong earnings be enough to keep markets up?
Going into 2025, strong company fundamentals and trends in innovation could be outweighed by increased geopolitical risk and policy uncertainty.
18 November 2024
Multi-Asset
Lifestyling: the Achilles heel in DC pensions
Lifestyling: the Achilles heel in DC pensions
Why too much derisking – the accepted orthodoxy in UK defined contribution pensions – is a bad thing.
Filter insights on this page
Capabilities
Themes
Capabilities
Themes
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.
