Insights

October 2021

Toby Nangle

Co-Head of Global Asset Allocation & Head of Multi-Asset, EMEA

Asset allocation update: warning lights are flashing Multi-asset | October 2021

After 18 months of exceptionally strong equity markets, most measures of valuations look high against their own absolute histories.
Read time - 5 min
October 2021

Toby Nangle

Co-Head of Global Asset Allocation & Head of Multi-Asset, EMEA

Asset allocation update: warning lights are flashing Multi-asset | October 2021

After 18 months of exceptionally strong equity markets, most measures of valuations look high against their own absolute histories.
Read time - 5 min

All insights

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22 October 2021

Toby Nangle

Co-Head of Global Asset Allocation & Head of Multi-Asset, EMEA

Asset allocation update: warning lights are flashing Multi-asset | October 2021

After 18 months of exceptionally strong equity markets, most measures of valuations look high against their own absolute histories.
Read time - 5 min
19 October 2021

Fixed Income Desk

In Credit - Weekly Snapshot

In Credit Weekly Snapshot – October 2021

Our fixed income team provide their weekly snapshot of market events.
Read time - 3 min
28 September 2021

Fixed Income Desk

In Credit - Weekly Snapshot

In Credit Weekly Snapshot – September 2021

Our fixed income team provide their weekly snapshot of market events.
Read time - 3 min
25 August 2021

Fixed Income Desk

In Credit - Weekly Snapshot

In Credit Weekly Snapshot – August 2021

Our fixed income team provide their weekly snapshot of market events.
Read time - 3 min
18 August 2021

Alex Lee

Portfolio Manager

Is Japan really a disappointing equity market?

Alex Lee challenges the country’s reputation as poor for equities, examines its performance over the past decade and outlines why he thinks Japan’s long-term prospects remain favourable.
Read time - 3 min
6 August 2021

Paul DiGiacomo

Head of Equity Research

Covid-19 index: when might life return to ‘normal’? – August 2021

As one of the world’s largest economies the US is a key focus for investors. With every country attempting to return to normality following the coronavirus pandemic, we are monitoring when US economic activity might get back on track, as well as other measures of “normality” such as entertainment and leisure, high street shopping, and schools reopening. The result is an index that measures progress toward a post-pandemic world.
Read time - 3 min
27 July 2021

Fixed Income Desk

In Credit - Weekly Snapshot

In Credit Weekly Snapshot – July 2021

Our fixed income team provide their weekly snapshot of market events.
Read time - 3 min
20 July 2021

Andrea Carzana & Natalia Luna

Portfolio Manager & Senior Thematic Investment Analyst, Responsible Investment

EU’s ‘Fit for 55’ strengthens sustainable outcomes focus

The European Commission has unveiled its Fit for 55 roadmap setting out the transformation to deliver the European Union’s 2030 target of reducing net greenhouse gas emissions by at least 55% by 2030.
Read time - 5 min
20 July 2021

Daisuke Nomoto

Portfolio Manager, Japanese Equities

Japan: Olympic host’s equity market is uniquely positioned

With the Tokyo Olympics scheduled to take place later this month, all eyes will be on Japan this summer.
Read time - 5 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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