Insights
October 2024
Fixed income
No Autumn chills for Global Investment Grade Corporate fundamentals
No Autumn chills for Global Investment Grade Corporate fundamentals
IG valuations remain tight, and the market remains focused on whether this is justified by fundamentals. Our bottom-up company analysis shows profitability remains strong and leverage modest.
October 2024
Fixed income
No Autumn chills for Global Investment Grade Corporate fundamentals
No Autumn chills for Global Investment Grade Corporate fundamentals
IG valuations remain tight, and the market remains focused on whether this is justified by fundamentals. Our bottom-up company analysis shows profitability remains strong and leverage modest.
All insights
21 October 2024
Fixed income
No Autumn chills for Global Investment Grade Corporate fundamentals
No Autumn chills for Global Investment Grade Corporate fundamentals
IG valuations remain tight, and the market remains focused on whether this is justified by fundamentals. Our bottom-up company analysis shows profitability remains strong and leverage modest.
21 October 2024
Multi-Asset
Multi Asset
Will there be any good news in the Budget?
Will there be any good news in the Budget?
Taxes set to rise but the economy is improving.
21 October 2024
Multi-Asset
Taxes and the UK Budget
Taxes and the UK Budget
In the run up to the much-anticipated Budget we take a closer look at the UK’s finances and explore the Chancellor’s options.
17 October 2024
Fixed income
European utilities: prepared for the spending storm
European utilities: prepared for the spending storm
Despite huge growth in demand, costs squeezes and supply constraints around raw materials and capacity are limiting expected returns in renewables development.
17 October 2024
Responsible investment
Responsible investment
Power hungry AI - investment implications in the era of energy transition
Power hungry AI - investment implications in the era of energy transition
Understanding the options for power provision and assessing the investment opportunities resulting from AI’s thirst for energy.
Read time - 2 min
16 October 2024
Fixed income
Fixed income
In Credit Weekly Snapshot – October 2024
In Credit Weekly Snapshot – October 2024
Our fixed income team provide their weekly snapshot of market events.
14 October 2024
Multi-Asset
Multi Asset
UK interest rates: Bad news from the US, good news from Europe, what will the Budget bring?
UK interest rates: Bad news from the US, good news from Europe, what will the Budget bring?
Why we expect the pace of rate cuts to slow.
9 October 2024
Equity
Equity, Equity - Global
Five quality growth stocks with potential in all weathers
Five quality growth stocks with potential in all weathers
From US railroads to e-commerce platforms. We highlight five diverse businesses with one thing in common - strong competitive advantages.
8 October 2024
Responsible investment
Responsible Investment
The climate risk ‘hot potato’– which sector will be left with burnt fingers?
The climate risk ‘hot potato’– which sector will be left with burnt fingers?
A secure and consistent supply of critical minerals is fundamental to the energy transition and to achieving net-zero, but demand is putting pressure on supply chains and costs, and risks polarising sentiment around the energy transition.
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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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