Insights

September 2023

Harry Waight

Portfolio Manager, Global Equities

Health and Well-Being – longer lives, healthier lives

After a century of rapid increases, gains in life expectancy are slowing. We ask why and explore companies that can help buck the trend.
Read time - 5 min
September 2023

Harry Waight

Portfolio Manager, Global Equities

Health and Well-Being – longer lives, healthier lives

After a century of rapid increases, gains in life expectancy are slowing. We ask why and explore companies that can help buck the trend.
Read time - 5 min

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19 September 2023

Harry Waight

Portfolio Manager, Global Equities

Health and Well-Being – longer lives, healthier lives

After a century of rapid increases, gains in life expectancy are slowing. We ask why and explore companies that can help buck the trend.
Read time - 5 min
19 September 2023

In Credit Weekly Snapshot – September 2023

Our fixed income team provide their weekly snapshot of market events.
Read time - 5 min
18 September 2023

Steven Bell

Chief Economist, EMEA

When will interest rates be cut?

Steven Bell, Chief Economist EMEA, on why he is optimistic that interest rates will be cut early in 2024, starting in the US with the UK and Europe to follow.
Watch time - 6 min
13 September 2023

Chuanyi Zhou

Asia Corporate Analyst

Navigating China’s property sector: growth, turmoil and outlook

The future of China’s real estate market remains uncertain, depending on economic factors, policy interventions and market sentiment
Read time - 5 min
11 September 2023

Steven Bell

Chief Economist, EMEA

Is inflation beaten?

Peak rates are close for the US and UK, says Steven Bell, Chief Economist EMEA. But where the two countries go from there could be quite different
Watch time - 6 min
11 September 2023

Thematic Insight: The energy transition – transformative on a global scale

We discuss the barriers to a successful energy transition and the opportunities for investors
Read time - 3 min
6 September 2023

Gilt-edged opportunities

UK government bonds are cheaper than US treasuries despite a slightly higher US base rate. What does this mean for investors?
Read time - 10 min
4 September 2023

Christopher Mahon

Head of Dynamic Real Return, Multi-asset

The Bank of England is rushing to sell its gilts. For investors, this could be an opportunity.

Christopher Mahon of our Multi-Asset team discusses whether this is another ‘selling gold at the bottom’ moment.
Watch time - 6 min
29 August 2023

Steven Bell

Chief Economist, EMEA

Are Europe and the UK heading for recession?

Steven Bell, our Chief Economist EMEA, thinks the PMIs are too pessimistic. Sighting broader economic data, he explains why.
Watch time - 6 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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