Insights

November 2024
Macro Outlook

William Davies

Global Chief Investment Officer

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.
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November 2024
Macro Outlook

William Davies

Global Chief Investment Officer

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.
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21 November 2024
Macro Outlook

William Davies

Global Chief Investment Officer

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.
Read more
20 November 2024
Fixed income

Michael Laskin

Senior Analyst, Fixed Income

Stalling car auction sales suggest broader consumer weakness

The popularity of online car auctions has created a unique two-way market dataset that is liquid and representative of all the US. Alongside wider income and expenditure data, we can see consumer pressures rising up the wealth ladder.
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19 November 2024
Fixed income
Fixed income

Fixed Income Desk

In Credit - Weekly Snapshot

In Credit Weekly Snapshot – November 2024

Our fixed income team provide their weekly snapshot of market events.
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19 November 2024
Equity
Equity

Melda Mergen

Global Head of Equities

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.
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18 November 2024
Global investment solutions - LDI

Christopher Mahon

Head of Dynamic Real Return, Multi-asset

Lifestyling: the Achilles heel in DC pensions

Why too much derisking – the accepted orthodoxy in UK defined contribution pensions – is a bad thing.
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15 November 2024
Fixed income
Fixed Income

Gene Tannuzzo

Global Head of Fixed Income

2025 Fixed Income Outlook: A year of opportunity amid economic uncertainty?

Soft landing supports bond performance – but will it last?
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12 November 2024
Responsible investment

Vicki Bakhshi

Director, Responsible Investment

COP29: Will it deliver on climate finance?

With mitigation and adaptation needs running into hundreds of billions of dollars, and public finances stretched, the private sector will need to deliver much of the necessary ‘climate finance’.
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11 November 2024
Equity

Paul Doyle

Head of Europe ex-UK Equities

European reform must wait as the US continues to advance

The continent is struggling with competitiveness and needs to cut interest rates faster – but even that may not be enough.
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11 November 2024
Multi-Asset
Multi Asset

Steven Bell

Chief Economist, EMEA

Will trade wars end the Equity Bull market?

Assessing the impact of Trump-era trade tariffs.
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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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