There are 73 item(s) tagged with the keyword "Columbia Threadneedle Investments".
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Despite huge growth in demand, costs squeezes and supply constraints around raw materials and capacity are limiting expected returns in renewables development
Strong growth outlooks are counterbalanced by fiscal headwinds and above-target inflation, requiring a nuanced approach to capture value in emerging market debt.
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.
Financial markets will still see Donald Trump as the likely victor in the US presidential race, despite Joe Biden’s withdrawal. What might this mean for markets?
Market odds for the Bank of England to cut rates in August are better than 50:50. We are less optimistic.
Interest rates won’t come down as quickly as some had hoped, says our CIO, William Davies, but further gains for equities are still possible this year.
Life under Labour: what is the macro background for the new Government, their likely budget plans and the impact on the economy?
While discounts in the investment trusts universe make headlines (the average sector discount has widened slightly over the first quarter to nearly 16%), as managers we get on with the day job of seeking out investments that have the prospects to grow and provide positive returns for the 16,000+ shareholders holding a stake in the CT Global Managed Portfolio Trust.
The world is facing a water crisis. Around the globe we either have too little (drought), too much (flooding) or too toxic water.
I think the pessimism over the failure of US inflation to keep falling should reverse over the next few months. That should halt the steady decline in the scale of expected interest rate cuts across Europe, UK and US. Current expectations are 75 basis points (bp) off in Europe but only 50bp in the UK and even less in the US. That’s a dramatic change compared with the optimism we saw at the start of the year.
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