Columbia Threadneedle
Columbia Threadneedle: Equity Outlook
New year, new equity drivers? Melda Mergen, CFA, CAIA, Global Head of Equities While we are going into 2025, I think we are going to carry over a lot of main drivers from 2024. I still believe the market is going to be driven mostly by macro factors, and of course the Fed’s rates […]
Columbia Threadneedle: 2024 Fixed-Income Outlook
Where are the opportunities for fixed-income investors? Our 2024 outlook video discusses two scenarios. Click here to watch Click here to watch the video Surce: https://www.columbiathreadneedleus.com/blog/locking-in-longer-term-yield-2024-fixed-income-outlook
Columbia Threadneedle: Gain Clarity In 2022
Taking an active approach in fixed income will be key to finding investment success in the upcoming year. In 2022, we expect the market narrative to transition to the traditional expansionary phase of the business cycle. Here’s what it means for fixed-income investors. Monetary headwinds Throughout 2021, the invisible hand of easy global monetary […]
Columbia Threadneedle: Expect Low Rates and Low Inflation In 2021
2021 rates outlook: Prepare for low interest rates this year and beyond. Consider adding credit risk and equity income strategies to generate income. Source: https://www.columbiathreadneedleus.com/blog/expect-low-rates-and-low-inflation-in-2021
Columbia Threadneedle: Expect Cyclical Rotation In Equities
2021 equity outlook: Volatility might remain elevated, but we see opportunities in a cyclical rotation and greater market breadth. Here are our key observations. Source: https://www.columbiathreadneedleus.com/blog/expect-cyclical-rotation-in-equities