Inzichten
januari 2023
Multi-Asset
Multi-Asset
Macro
Opening Bell 2023 – Global Market Outlook
Opening Bell 2023 – Global Market Outlook
We discuss how far interest rates could rise, assess the severity of any economic contraction, and look forward to opportunities as recovery emerges.
Read time - 6 min
januari 2023
Multi-Asset
Macro
Opening Bell 2023 – Global Market Outlook
Opening Bell 2023 – Global Market Outlook
We discuss how far interest rates could rise, assess the severity of any economic contraction, and look forward to opportunities as recovery emerges.
Read time - 6 min
Alle inzichten
Filter inzichten
25 januari 2023
Multi-Asset
Macro
Opening Bell 2023 – Global Market Outlook
Opening Bell 2023 – Global Market Outlook
We discuss how far interest rates could rise, assess the severity of any economic contraction, and look forward to opportunities as recovery emerges.
Read time - 6 min
24 januari 2023
High yield
Fixed income
In Credit Weekly Snapshot – January 2023
In Credit Weekly Snapshot – January 2023
Our fixed income team provide their weekly snapshot of market events.
Read time - 3 min
23 januari 2023
Multi-Asset
Multi-Asset
Has recession been cancelled?
Has recession been cancelled?
Could lower European gas prices and easing US inflation mean we’re set to avoid a winter recession?
Watch time - 5 min
12 januari 2023
Aandelen
Outlook
Industry trends to watch in 2023
Industry trends to watch in 2023
The last few years have delivered a fair share of ‘once-in-a-lifetime’ setbacks for asset managers and investors.
Read time - 4 min
9 januari 2023
Fiduciair beheer / OCIO
Fiduciair beheer / OCIO
Hoe om te gaan met geopolitieke turbulentie in het beleggingsbeleid
Hoe om te gaan met geopolitieke turbulentie in het beleggingsbeleid
De oorlog in Oekraïne, het toenemende conflict tussen de VS en China, klimaatverandering en COVID-19 zorgen voor geopolitieke turbulentie, fragmentatie, en grote economische onzekerheid.
Read time - 11 min
9 januari 2023
Multi-Asset
Multi-Asset
Is the US about to move into recession?
Is the US about to move into recession?
Our Chief Economist, Steven Bell, argues that a recession is needed to bring US wage inflation under control.
Watch time - 6 min
22 december 2022
Alternatieve beleggingsfondsen
Outlook
Real Estate: Preserving Value
Real Estate: Preserving Value
There was a definite air of positivity in European real estate markets in January and February 2022.
Read time - 4 min
19 december 2022
Multi-Asset
Multi-Asset
Do you believe in Santa Pause?
Do you believe in Santa Pause?
The Federal Reserve and markets have different expectations around how high US interest rates will go. Our Chief Economist, Steven Bell, explains that either way, the near-term outlook for risk assets looks challenged.
Watch time - 4 min
14 december 2022
Aandelen
Outlook
Focus on quality for success in equities
Focus on quality for success in equities
Investors should not expect everything to go ‘back to normal’ in 2023, says Melda Mergen. Higher inflation and a weaker economic environment will mean not all
companies will thrive.
Read time - 4 min
Filter insights on this page
Capabilities
Media type
Themes
Regions
Capabilities
Media type
Themes
Regions
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.
Capabilities
We offer a broad range of actively managed investment strategies and solutions covering global, regional and domestic markets and asset classes.