Columbia Threadneedle Investments maintain a constructive outlook for equities, with a broadening of opportunities for selective investment, backed by disciplined diversification.
Liam O’Donnell, who leads the Artemis fixed income team's strategy on macro and rates, believes sticky inflation will keep policy rates elevated and the cutting cycle is almost over.
Fixed-income investors face falling rates, tight spreads and a fragile labour market. The playbook requires locking in yield and managing duration, while staying vigilant on credit quality.