Insights
August 2024
Equity
Equity
Market Monitor – 30 August 2024
Market Monitor – 30 August 2024
Global stock markets enjoyed a largely positive week after data provided further evidence that the United States economy remains in relatively good health.
Read time - 3 min
August 2024
Equity
Equity
Market Monitor – 30 August 2024
Market Monitor – 30 August 2024
Global stock markets enjoyed a largely positive week after data provided further evidence that the United States economy remains in relatively good health.
Read time - 3 min
All insights
30 August 2024
Equity
Equity
Market Monitor – 30 August 2024
Market Monitor – 30 August 2024
Global stock markets enjoyed a largely positive week after data provided further evidence that the United States economy remains in relatively good health.
Read time - 3 min
27 August 2024
Equity
Equity
Europe better placed than America… and cheaper
Europe better placed than America… and cheaper
In the US, weakening employment poses risks to both consumer expenditure and growth, while in China both the consumer and the property market are at risk.
Read time - 1 min
27 August 2024
Multi-Asset
Multi Asset
What are central banks telling us about interest rates?
What are central banks telling us about interest rates?
After Jackson Hole, markets are pricing in big rate cuts for the US. What are the risks of disappointment?
Watch time - 4 min
23 August 2024
Equity
Equity
Market Monitor – 23 August 2024
Market Monitor – 23 August 2024
Global stock markets managed to cling on to their recent gains, continuing their recovery from an early-August slump. This was due to growing certainty that the US Federal Reserve will cut interest rates in the next month.
Read time - 3 min
23 August 2024
Equity
Equity - Global
On pause: the one-way certainty of the market is over … for now
On pause: the one-way certainty of the market is over … for now
The macroeconomic backdrop is changing, or at least uncertain. This could shift the pricing of risk assets, but it won’t change what we do, which is look for stronger competitively advantaged businesses that fit our quality growth philosophy.
Read time - 4 mins
20 August 2024
Fixed income
Fixed income
In Credit Weekly Snapshot – August 2024
In Credit Weekly Snapshot – August 2024
Our fixed income team provide their weekly snapshot of market events.
Read time - 5 min
19 August 2024
Multi-Asset
Multi Asset
Markets are pricing in bigger rate cuts, are they right?
Markets are pricing in bigger rate cuts, are they right?
Markets have moved to price-in more rate cuts for the US, UK and eurozone. Despite the commonality of the moves, the three economies are not moving in parallel.
Watch time - 4 min
14 August 2024
Fixed income
Fixed Income - Emerging Market Debt, Responsible investment
Seizing value in emerging market debt
Seizing value in emerging market debt
Strong growth outlooks are counterbalanced by fiscal headwinds and above-target inflation, requiring a nuanced approach to capture value in emerging market debt.
Read time - 3 min
12 August 2024
Multi-Asset
Multi Asset
Will rising UK inflation limit interest rate cuts?
Will rising UK inflation limit interest rate cuts?
How will the Bank of England respond to higher wages and energy costs?
Watch time - 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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