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18 décembre 2024
Investment Grade
Senior Analyst, 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?
17 décembre 2024
Dette émergente
Fixed income
In Credit - Weekly Snapshot
In Credit Weekly Snapshot – December 2024
In Credit Weekly Snapshot – December 2024
Our fixed income team provide their weekly snapshot of market events.
16 décembre 2024
Gestion multi-actifs
Multi-Asset
Chief Economist, EMEA
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?