Insights

October 2024

Steven Bell

Chief Economist, EMEA

Looking beyond the UK Budget

The new UK government’s first Budget looks set to be an historic event.
October 2024

Steven Bell

Chief Economist, EMEA

Looking beyond the UK Budget

The new UK government’s first Budget looks set to be an historic event.

All insights

Filter insights

28 October 2024

Steven Bell

Chief Economist, EMEA

Looking beyond the UK Budget

The new UK government’s first Budget looks set to be an historic event.
25 October 2024

Gary Smith

Client Portfolio Manager, Fixed Income

Economic nationalism will present a constant challenge for investors

A decade ago there was little sight of the seismic changes that have since occurred; similarly, events that might be impossible to imagine today will undoubtedly jolt financial markets in coming years.
24 October 2024

Nathaniel Liddle

Senior Analyst, Fixed Income Research

Media in search of its Jerry Maguire moment… ‘Show me the money!'

Streaming services are still adding subscribers, albeit at a slowing rate, but now the focus is turning towards their ability to stem earnings losses.
23 October 2024

Tom Southon

Senior Analyst, High Yield

European high yield: default rate coming down

The fundamental backdrop is relatively stable, with the deteriorating outlook in automotives set against a well-capitalised issuer base – but bifurcation of credits continues.
23 October 2024

Joanna Tano

Head of Research, Europe, Real Estate (EMEA)

UK Real Estate: Talking Points October 2024

Welcome to our quarterly snapshot of current real estate market trends.
22 October 2024

Fixed Income Desk

In Credit - Weekly Snapshot

In Credit Weekly Snapshot – October 2024

Our fixed income team provide their weekly snapshot of market events.
21 October 2024

Arabella Duckworth

Senior Credit Analyst

Eyob Abay

Associate Analyst

No Autumn chills for Global Investment Grade Corporate fundamentals

IG valuations remain tight, and the market remains focused on whether this is justified by fundamentals. Our bottom-up company analysis shows profitability remains strong and leverage modest.
21 October 2024

Steven Bell

Chief Economist, EMEA

Will there be any good news in the Budget?

Taxes set to rise but the economy is improving.
21 October 2024

Steven Bell

Chief Economist, EMEA

Taxes and the UK Budget

In the run up to the much-anticipated Budget we take a closer look at the UK’s finances and explore the Chancellor’s options.

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.

You may also like

About us

Millions of people around the world rely on Columbia Threadneedle Investments to manage their money. We look after investments for individual investors, financial advisers and wealth managers, as well as insurance firms, pension funds and other institutions.

Our funds

Columbia Threadneedle Investments has a comprehensive range of investment funds catering for a broad range of objectives.

Our capabilities

We offer a broad range of actively managed investment strategies and solutions covering global, regional and domestic markets and asset classes.