Insights

January 2022

Dara White

Global Head of Emerging Market Equities

Emerging market equities: identifying the key long-term trend

As we enter 2022 we can expect robust fundamentals to serve as a key tailwind for emerging markets.
Read time - 2 min
January 2022

Dara White

Global Head of Emerging Market Equities

Emerging market equities: identifying the key long-term trend

As we enter 2022 we can expect robust fundamentals to serve as a key tailwind for emerging markets.
Read time - 2 min

All insights

Filter insights

17 January 2022

Dara White

Global Head of Emerging Market Equities

Emerging market equities: identifying the key long-term trend

As we enter 2022 we can expect robust fundamentals to serve as a key tailwind for emerging markets.
Read time - 2 min
17 January 2022

Lorenzo Garcia

Head of Investment Solutions

Solutions in 2022: a defining time for inflation and ESG

As inflation runs hot and interest in ESG impacts rises, there is a fundamental shift in our institutional and sub-advisory clients’ needs. We expect allocations to alternative risk assets, and to assets with positive environmental impacts, to increase.
Read time - 2 min
11 January 2022

Fixed Income Desk

In Credit - Weekly Snapshot

In Credit Weekly Snapshot – January 2022

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

William Davies

Deputy Global Chief Investment Officer

Outlook 2022: a year of considerable change

Deputy Global CIO and CIO EMEA, William Davies, talks about what the coming year might bring for companies, markets and fiscal policy.
Listen time - 18 min
21 December 2021

Fixed Income Desk

In Credit - Weekly Snapshot

In Credit Weekly Snapshot – December 2021

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

Richard Colwell

Head of UK Equities

Less bezzle, more sparkle in the UK!

In 2021, investing in UK equities began to feel a little less lonely. The FTSE 100 index rose by more than 10% for the year by early December and UK companies resumed dividend payments after the pandemic-induced economic freeze in early 2020 when all hope seemed extinguished.
Read time - 4 min
15 December 2021

Melda Mergen

Global Head of Equity

A bumpy ride higher for equities

The coronavirus continues to introduce uncertainty, but investors should expect cyclicals to outperform in the first half of the year. Here we identify key catalysts for equity markets.
Read time - 5 min
14 December 2021

Ann Steele

Portfolio Manager

European equities: Stock selection guided by razor-sharp research will be the holy grail

We look at 2022 will be a stop-start year across financial markets, with European political leadership adding to the mix. But, as ever, there will be opportunities for clever stock selection.
Read time - 3 min
13 December 2021

William Davies

Deputy Global Chief Investment Officer

Changing monetary environment sets the backdrop for a year of change in 2022

2022 will be marked by a role-reversal in monetary policy: crisis support, stimulus and spending replaced by recovery, repair, reduced fiscal stimulus and a return towards “normal”.
Read time - 5 min
1 2 3 4 5 6 7 8 9

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.

You may also like

About us

Millions of people around the world rely on Columbia Threadneedle Investments to manage their money. We look after investments for individual investors, financial advisers and wealth managers, as well as insurance firms, pension funds and other institutions.

Our funds

Columbia Threadneedle Investments has a comprehensive range of investment funds catering for a broad range of objectives.

Our capabilities

We offer a broad range of actively managed investment strategies and solutions covering global, regional and domestic markets and asset classes.