Credit Threads Thoughts on the second half of 2022
Eye of the Needle podcast
It’s been a tumultuous six months in markets, with some of the worst performance since the 1980s. So what now for central banks trying to tackle inflation, what are the red flags we’re seeing and what can fixed income investors do about it? Gene Tannuzzo, Global Head of Fixed Income, and Alasdair Ross, Head of Investment Grade EMEA, try to answer these questions and more.
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Credit Threads: Nowhere to hide
Eye of the Needle podcast
The first quarter of 2022 has seen fixed income markets experience an atypical correlation tantrum, with negative returns across regions and sectors. We speak to Gene Tannuzzo, Global Head of Fixed Income at Columbia Threadneedle Investments; Alasdair Ross, Head of European Fixed Income; and Brian Lavin, Head of High Yield, to find out why they are behaving this way.
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UK equities: it's all to play for!
Eye of the Needle podcast
We talk to Richard Colwell, Head of UK Equities, and Jeremy Smith, Portfolio Manager and Head of UK Research, about the much-maligned UK market, the themes, opportunities and challenges playing out there, and why the UK could be better placed than other international markets to prosper.
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Outlook 2022: a year of considerable change
Eye of the Needle podcast
Deputy Global CIO and CIO EMEA, William Davies, talks about what the coming year might bring for companies, markets and fiscal policy.
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Emerging market equities: an exciting universe
Eye of the Needle podcast
Emerging markets are much changed from a decade ago. We talk to Dara White, Head of Global Emerging Markets Equity, and Derek Lin, Portfolio Manager and China specialist, about the major themes driving this universe, why it’s the most exciting time to be invested in EMs, and how we as investors navigate the opportunities and challenges posed by this large and diverse market
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Credit Threads: Central banks take center stage
Eye of the Needle podcast
How should investors think about inflation and less accommodative monetary policy? In this episode of Credit Threads we discuss the US Federal Reserve and its intention to taper its asset purchases, and the inflation challenges facing central bankers globally. Featuring: Ed Al-Hussainy, Senior Rates & Currency Analyst, and Adrian Hilton, Head of Global Rates and Currency.
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Black History Month special
Eye of the Needle podcast
In this bonus episode we're talking to Ebele Nwangwu, Investment Analyst at Columbia Threadneedle, and Dennis Owusu-Sem, Oversight Relationship Manager at BMO A.sset Management, about Black History Month in the UK – its importance and what it celebrates, what asset management can learn from it, and some key perspectives, challenges and opportunities specific to the industry.
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Credit Threads: Consumer balance sheets
Eye of the Needle podcast
In this episode of Credit Threads, we discuss the outlook for consumers and the ways bond investors can find opportunities in consumer debt. Featuring: Jason Callan, Senior Portfolio Manager, Head of Structured Assets, Core & Core Plus; and Adrian Hilton, Head of Global Rates and Currency.
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Credit Threads: Financial conditions
Eye of the Needle podcast
In the very first episode of our new fixed income podcast, Credit Threads, our bond specialists discuss how central banks respond to financial conditions, how they impact fixed income investing and how fund managers factor financial conditions into their decision-making.
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The spectre of rising inflation
Eye of the Needle podcast
With the help of Edward Al-Hussainy, Senior Interest Rate and Currency Analyst, and Adrian Hilton, Head of Global Rates and Emerging Market Debt, the Eye of the Needle team tackles the hot topic of potentially rising inflation, why it might happen, what it would mean for consumers, companies and investors, and how central banks might go about tackling it.
info_outlineThe first quarter of 2022 has seen fixed income markets experience an atypical correlation tantrum, with negative returns across regions and sectors. We speak to Gene Tannuzzo, Global Head of Fixed Income at Columbia Threadneedle Investments; Alasdair Ross, Head of European Fixed Income; and Brian Lavin, Head of High Yield, to find out why they are behaving this way.