Insights

Februar 2024

Dara White

Global Head of Emerging Market Equities

Krishan Selva

Client Portfolio Manager

India’s digital revolution offers more opportunities for investors

The country is in a structural growth cycle, with a focus on reform, infrastructure investment and manufacturing. Alongside favourable demographics, it's making India an easier country in which to do business.
Read time - 3 min
Februar 2024

Dara White

Global Head of Emerging Market Equities

Krishan Selva

Client Portfolio Manager

India’s digital revolution offers more opportunities for investors

The country is in a structural growth cycle, with a focus on reform, infrastructure investment and manufacturing. Alongside favourable demographics, it's making India an easier country in which to do business.
Read time - 3 min

Alle Insights

Insights Filtern

27 Februar 2024

Dara White

Global Head of Emerging Market Equities

Krishan Selva

Client Portfolio Manager

India’s digital revolution offers more opportunities for investors

The country is in a structural growth cycle, with a focus on reform, infrastructure investment and manufacturing. Alongside favourable demographics, it's making India an easier country in which to do business.
Read time - 3 min
26 Februar 2024

Steven Bell

Chief Economist, EMEA

Low inflation to create unusual dilemma for the Bank of England

In an election year, pressure for a cut in rates will only grow as inflation eases. What is the BoE to do?
Watch time - 5 min
19 Februar 2024

Steven Bell

Chief Economist, EMEA

UK recession: what next?

Why an upturn looks likely and what that could mean for markets.
Watch time - 5 min
15 Februar 2024

Joanna Tano

Head of Research, Europe, Real Estate (EMEA)

2024 Global Real Estate Outlook

What's in store for real estate in 2024? Global megatrends and financial conditions will impact returns and sector allocation.
Read time - 4 min
12 Februar 2024

Steven Bell

Chief Economist, EMEA

How far will interest rates fall?

Discussing the extent of cuts and the implications for markets?
Watch time - 5 min
9 Februar 2024

Paul Doyle

Head of Europe ex-UK Equities

All eyes on quality defensives

Equity markets have rallied, inflation is falling, interest rates are peaking, and 2024 rate cuts are already priced into markets.
Read time - 2 min
7 Februar 2024

Investment conclusions from 2023’s clean energy sell-off

The clean energy index had a tough 2023, but we believe there was an overreaction in markets that didn’t appreciate the nuance of the energy transition.
Read time - 8 min
5 Februar 2024

Steven Bell

Chief Economist, EMEA

Interest rate cuts delayed

Central bankers have been pushing back on expectations for early interest rate cuts. Steven Bell discusses the likely timing and extent of cuts.
Watch time - 5 min
31 Januar 2024

Alice Evans

Responsible Investment Strategist

Vicki Bakhshi

Director, Responsible Investment

Letitia Byatt

Social Impact Analyst

ESG Viewpoint: Investing in a Just Transition

It’s essential we consider the social dimension as we transition to a low carbon world. We explore the investment implications of a Just Transition.
Read time - 2 min

Wichtige informationen

Das hier zugrundeliegende Research und die Analysen sind von Columbia Threadneedle Investments für die eigenen Investmentaktivitäten erstellt worden. Aufgrund dieser sind möglicherweise bereits Entscheidungen noch vor dieser Publikation getroffen worden. Die Veröffentlichung zum jetzigen Zeitpunkt geschieht zufällig. Aus externen Quellen bezogene Informationen werden zwar als glaubwürdig angesehen, für ihren Wahrheitsgehalt und ihre Vollständigkeit kann jedoch keine Garantie übernommen werden. Alle enthaltenen Meinungsäußerungen entsprechen dem Stand zum Zeitpunkt der Veröffentlichung, können jedoch ohne Benachrichtigung geändert werden.

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