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Insights

In Credit Weekly Snapshot – June 2025

A remarkable reversal of fortune

Markets at a glance

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In Credit Weekly Snapshot – 30 June 2025

The dollar devalued

Markets at a glance

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In Credit Weekly Snapshot – 23 June 2025

Rising conflict, rising oil prices

Markets at a glance

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In Credit Weekly Snapshot – 16 June 2025

‘Take it to the limit' ...

Markets at a glance

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In Credit Weekly Snapshot – 9 June 2025

Dazed and confused

Markets at a glance

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In Credit Weekly Snapshot – 2 June 2025

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Aktuelle Beiträge

The past couple of weeks have seen a marked change in narrative around the US labour market.
Although large-cap tech firms are not in bubble territory, concerns about market concentration are not without merit.
We think premium manufacturers look better placed and have scope to benefit from higher EV tyre margins and volume growth. Find out how we’re looking to tap into this opportunity.
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Important Information

The research and analysis included on this website has been produced by Columbia Threadneedle Investments for its own investment management activities, may have been acted upon prior to publication and is made available here incidentally. Any opinions expressed are made as at the date of publication but are subject to change without notice and should not be seen as investment advice. Information obtained from external sources is believed to be reliable but its accuracy or completeness cannot be guaranteed.

Verwandte Beiträge

9 September 2025

In Credit Weekly Snapshot – Gold … indestructible?

Our fixed income team provide their weekly snapshot of market events.
3 September 2025

In Credit Weekly Snapshot – If I could turn back time

Our fixed income team provide their weekly snapshot of market events.
19 August 2025

In Credit Weekly Snapshot – Under pressure

Our fixed income team provide their weekly snapshot of market events.
15 September 2025

Anthony Willis

Senior Economist

Weekly Perspectives: What’s going on with the US labour market?

The past couple of weeks have seen a marked change in narrative around the US labour market.
15 September 2025

Tiffany Wade

Senior Portfolio Manager

The rise of the Magnificent 7: Concentration risk versus earnings power

Although large-cap tech firms are not in bubble territory, concerns about market concentration are not without merit.
12 September 2025

Joe Horrocks-Taylor

Vice President, Sustainable Research

A wheel opportunity: Premium tyre makers use EVs to inflate margins

We think premium manufacturers look better placed and have scope to benefit from higher EV tyre margins and volume growth. Find out how we’re looking to tap into this opportunity.

Important Information

The research and analysis included on this website has been produced by Columbia Threadneedle Investments for its own investment management activities, may have been acted upon prior to publication and is made available here incidentally. Any opinions expressed are made as at the date of publication but are subject to change without notice and should not be seen as investment advice. Information obtained from external sources is believed to be reliable but its accuracy or completeness cannot be guaranteed.

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