Insights

Oktober 2025

Anthony Willis

Senior Economist

Weekly Perspectives: Around the World in 240 seconds

This week we take a quick trip around the world and provide an update on the state of play around some of the key themes that have been moving markets recently.
Oktober 2025

Anthony Willis

Senior Economist

Weekly Perspectives: Around the World in 240 seconds

This week we take a quick trip around the world and provide an update on the state of play around some of the key themes that have been moving markets recently.

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20 Oktober 2025

Anthony Willis

Senior Economist

Weekly Perspectives: Around the World in 240 seconds

This week we take a quick trip around the world and provide an update on the state of play around some of the key themes that have been moving markets recently.
17 Oktober 2025

Tenisha Elliott

Sustainability Research Analyst

Thematic Insight: Getting in shape for the food system transformation

Ultra-processed foods, chronic disease, growing awareness of the link between diet and health ... no wonder the global food system is undergoing profound change.
16 Oktober 2025

Rosa Fenwick

Head of LDI Implementation

Q3 2025 repo update

How geopolitical shifts and policies are shaping market dynamics.
14 Oktober 2025

In Credit Weekly Snapshot – Give peace a chance

Geopolitics continues to dominate with the welcome news of a ceasefire between Israel and Hamas. This, as well as ongoing tariff threats from the US, had a feedthrough impact on commodity prices. Read on for a breakdown of fixed income news across sectors and regions.
13 Oktober 2025

Anthony Willis

Senior Economist

Weekly Perspectives: Déjà vu in France…How long will this government last?

France’s political backdrop remains uncertain but what are the implications for its equity and bond markets?
9 Oktober 2025

Christine Cantrell

Head of EMEA Active ETFs and Investment Trust Distribution

Active ETFs: the next evolution in portfolio construction

The narrative is shifting - active ETFs are a structural evolution in how portfolios are built, managed and optimized for performance.
7 Oktober 2025

In Credit Weekly Snapshot – Walls come tumbling down

The dollar share of global FX reserves declined again in Q3 and, with the US government once again entering shutdown, yields dropped across the curve. Read our weekly snapshot of global fixed income markets.
6 Oktober 2025

Anthony Willis

Senior Economist

Weekly Perspectives: Navigating the US government shutdown

This week I will be talking about the US government shutdown and whether it is truly a problem for financial markets.
30 September 2025

In Credit Weekly Snapshot – Wind of change

As Germany passes its budget, the country is spearheading a new – possibly permanent – era of defence spending by NATO countries. Elsewhere, US and UK government bond yields crept higher. Read our weekly snapshot of global fixed income markets.
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Wichtige informationen

Das hier zugrundeliegende Research und die Analysen sind von Columbia Threadneedle Investments für die eigenen Investmentaktivitäten erstellt worden. Aufgrund dieser sind möglicherweise bereits Entscheidungen noch vor dieser Publikation getroffen worden. Die Veröffentlichung zum jetzigen Zeitpunkt geschieht zufällig. Aus externen Quellen bezogene Informationen werden zwar als glaubwürdig angesehen, für ihren Wahrheitsgehalt und ihre Vollständigkeit kann jedoch keine Garantie übernommen werden. Alle enthaltenen Meinungsäußerungen entsprechen dem Stand zum Zeitpunkt der Veröffentlichung, können jedoch ohne Benachrichtigung geändert werden.

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