Market certainty gives way to economic volatility

Following a period of relative market certainty, volatility has spiked and economic signals are becoming mixed. As inflation appears to slow and recession risks remain, investors are re-evaluating risk assets in light of changing economic conditions. While some strategies have been disrupted, Columbia Threadneedle’s focus remains on investing in businesses with durable competitive advantages and potential for long-term growth. With macroeconomic uncertainty, it's critical to stay focused on companies positioned to thrive amid evolving conditions.