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6 January 2025
Multi-Asset
Multi Asset
Stagflation (UK), Stagnation (Europe) and Goldilocks (US) - What could possibly go wrong?
Stagflation (UK), Stagnation (Europe) and Goldilocks (US) - What could possibly go wrong?
Stagflation in the UK, stagnation in Europe and goldilocks in the US. This week, we’ll look at what this means and ask where consensus might be wrong.
20 December 2024
Equity
Market Monitor – 20 December 2024
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.
18 December 2024
Fixed income
EBITDA and the perils of tooth-fairy investing
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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