Insights
※下記は市場環境等の一般の情報の提供を目的としており、特定の有価証券等に関する推奨、取得勧誘を目的としたものではありません。また、運用又は助言に関わるサービスについて勧誘を行うものではありません。
※下記は市場環境等の一般の情報の提供を目的としており、特定の有価証券等に関する推奨、取得勧誘を目的としたものではありません。また、運用又は助言に関わるサービスについて勧誘を行うものではありません。
12月 2023
Responsible investment
Equities
Greater clarity and a focus on financial outcomes
Greater clarity and a focus on financial outcomes
There are plenty of macro drivers that will create equity volatility in 2024. To succeed, investors will need to maintain a resilient portfolio.
Read time - 4 min
12月 2023
Responsible investment
Equities
Greater clarity and a focus on financial outcomes
Greater clarity and a focus on financial outcomes
There are plenty of macro drivers that will create equity volatility in 2024. To succeed, investors will need to maintain a resilient portfolio.
Read time - 4 min
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1 12月 2023
Responsible investment
Equities
Greater clarity and a focus on financial outcomes
Greater clarity and a focus on financial outcomes
There are plenty of macro drivers that will create equity volatility in 2024. To succeed, investors will need to maintain a resilient portfolio.
Read time - 4 min
27 11月 2023
Multi-Asset - Multi-Manager
Multi-Asset
UK base rate cuts to be delayed following last week's Autumn Statement
UK base rate cuts to be delayed following last week's Autumn Statement
The UK’s Autumn Statement partially relieved the upward trend in taxes. But what does that mean for interest rates? Steven Bell explains why cuts in early 2024 now seem unlikely.
Watch time - 5 min
23 11月 2023
Responsible investment
Responsible investment
ESG Viewpoint: Investing in a Just Transition
ESG Viewpoint: Investing in a Just Transition
It’s essential we consider the social dimension as we transition to a low carbon world. We explore the investment implications of a Just Transition.
Read time - 2 min
23 11月 2023
Equity
Equities
With macro risks elevated it’s all about stock selection
With macro risks elevated it’s all about stock selection
There are plenty of macro drivers that will create equity volatility in 2024. To succeed, investors will need to maintain a resilient portfolio.
Read time - 4 min
23 11月 2023
Fixed income
Fixed Income
The peak in rate hikes is an inflection point for bonds
The peak in rate hikes is an inflection point for bonds
You don’t have to be bearish on the economy to be optimistic on the bond market. Here’s why.
Read time - 4 min
21 11月 2023
Responsible investment
Responsible Investment
What we expect from COP28 in Dubai
What we expect from COP28 in Dubai
With the 28th round of climate change negotiations looming, we outline some of the main discussion points and consider what progress could be made.
5 mins
20 11月 2023
Multi-Asset - Multi-Manager
Multi-Asset
Has the bond rally gone too far?
Has the bond rally gone too far?
Despite warnings from central banks not to expect rate cuts anytime soon, Steven Bell explains why he expects the downward trend in bond yields to continue.
Watch time - 5 min
15 11月 2023
Alternatives - Commodities
Markets
Balancing uncertainty and optimism
Balancing uncertainty and optimism
The slowdown we are all expecting keeps being put off, but how severe will it be when it eventually shows up?
Read time - 4 min
13 11月 2023
Multi-Asset - Multi-Manager
Multi-Asset
Inflation has fallen - what next?
Inflation has fallen - what next?
The tide has turned against inflation. Steven Bell, Chief Economist EMEA, explains why he believes leading central banks will make significant cuts to interest rates in 2024.
Tempo di visione - 5 min
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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.
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