Insights

August 2024

Kate Moreton

Emerging Market Sovereign Analyst

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
August 2024

Kate Moreton

Emerging Market Sovereign Analyst

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

All insights

Filter insights

14 August 2024

Kate Moreton

Emerging Market Sovereign Analyst

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
13 August 2024

Fixed Income Desk

In Credit - Weekly Snapshot

In Credit Weekly Snapshot – August 2024

Our fixed income team provide their weekly snapshot of market events.
Read time - 5 min
12 August 2024

Steven Bell

Chief Economist, EMEA

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
8 August 2024

Alasdair Ross

Head of Investment Grade Credit, EMEA

No winners in the Thames Water travails

As an arms-length owner of Thames Water could HM Government improve operational performance and deliver benefits to UK taxpayers?
Read time - 5 min
5 August 2024

Steven Bell

Chief Economist, EMEA

Is the US Heading into Recession?

Does recent US labour market weakness indicate a looming recession or is it a false alarm?
Watch time - 4 min
1 August 2024

Ying Yi Lovick-Tee

LDI Portfolio Manager

LDI: Elections and market reform competing for attention

Our quarterly poll of investment bank trading desks on a range of topical questions helps support our narrative around market activity and outlook.
Read time - 6 min
31 July 2024

Fixed Income Desk

In Credit - Weekly Snapshot

In Credit Weekly Snapshot – July 2024

Our fixed income team provide their weekly snapshot of market events.
Read time - 5 min
29 July 2024

Steven Bell

Chief Economist, EMEA

How would markets fare if the US Democrats win in November?

As the race for the White House hots up what might a Harris Presidency look like? And what role will economic fundamentals play?
Watch time - 4 min
22 July 2024

Steven Bell

Chief Economist, EMEA

How would markets fare under President Trump?

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?
Watch time - 4 min

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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