Insights

May 2023

Steven Bell

Chief Economist, EMEA

Will 5% UK mortgage rate hit house prices?

There’s been a big change in the UK macro-outlook - cautious optimism has replaced doom and gloom.
Watch time - 7 min
May 2023

Steven Bell

Chief Economist, EMEA

Will 5% UK mortgage rate hit house prices?

There’s been a big change in the UK macro-outlook - cautious optimism has replaced doom and gloom.
Watch time - 7 min

All insights

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30 May 2023

Steven Bell

Chief Economist, EMEA

Will 5% UK mortgage rate hit house prices?

There’s been a big change in the UK macro-outlook - cautious optimism has replaced doom and gloom.
Watch time - 7 min
26 May 2023

John G. McColley

Portfolio Manager

Managing cash amid another US debt-ceiling showdown

We look at the showdown in the US over the debt limit, what this might mean for cash portfolios, and the expectation of resolution – albeit with a big wildcard
Read time - 5 min
25 May 2023

Tom Southon

Senior Analyst, High Yield

Euro high yield default rates forecast – mostly benign with an undercurrent

However, we still expect default rates to move higher as the 2025/26 maturity wall draws closer.
Read time - 2 min
24 May 2023

Investment implications: the US Inflation Reduction Act is a wake-up call for the EU

The US IRA and the EU’s Green Deal Industrial Plan share many common themes, but what are the investment implications as the two go head-to-head, and what China might do in response?
Read time - 5 min
24 May 2023

25 years and counting: European Smaller Companies

How small cap investing has evolved in Europe over the past two-and-a-half decades, where we see it going, and why the region remains a goldmine for good ideas.
Watch time - 7 min
23 May 2023

In Credit Weekly Snapshot – May 2023

Our fixed income team provide their weekly snapshot of market events.
Read time - 3 min
22 May 2023

Steven Bell

Chief Economist, EMEA

Are Bonds in a Bear Market?

The rise in yields makes bonds attractive. The price has already adjusted and demand should come back, switching out of other financial assets.
Watch time - 7 min
20 May 2023

Marcus Wilert

Vice President, Analyst Responsible Investment

World Bee Day – sustainable agriculture & the importance of pollinators

Are we doing enough to protect pollinators? We explore efforts to make agriculture more sustainable, including our role as investors.
Read time - 2 min
15 May 2023

Steven Bell

Chief Economist, EMEA

Can the UK & Europe escape a US recession?

Is the US heading for recession? Steven Bell, Chief Economist EMEA, thinks it is but explains why Europe and the UK could escape.
Watch time - 7 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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