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Investment team updates – Bullet points 22 October

Our investment team provide their weekly snapshot of market events.

Market updates | 22 October 2021

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22 Oktober 2021
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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.

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6 November 2025

The resurgence of financial deregulation: implications for markets and investors

Financial deregulation has re-emerged as a significant theme, creating new opportunities but reopening familiar vulnerabilities
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Der Übergang zu Elektrofahrzeugen (EV) stellt eine bedeutende Chance für Premium-Reifenhersteller dar. Elektrofahrzeuge stellen einzigartige Anforderungen an Reifen, die etablierte Branchenführer mit fortschrittlichen technologischen Möglichkeiten begünstigen.
24 September 2025

Claudia Wearmouth

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Michael Guttag

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Der Aufstieg der Magnificient 7: Konzentrationsrisiko gegenüber Ertragskraft

Bedenken über die Marktkonzentration und die Performance der Magnificent 7 (Mag 7) Aktien – Apple, Microsoft, Google, Amazon, Nvidia, Meta und Tesla – werden in Anlegergesprächen zunehmend geäußert Viele fragen sich, ob das derzeitige Umfeld einer Marktblase ähnelt.
7 November 2025

Luke Copley

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UK autumn budget preview: the big gilt trip

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6 November 2025

The resurgence of financial deregulation: implications for markets and investors

Financial deregulation has re-emerged as a significant theme, creating new opportunities but reopening familiar vulnerabilities
4 November 2025

In Credit Weekly Snapshot – A solid bond in your heart

With the UK budget looming, gilts rallied through October – helped somewhat by an interest rate cut. There were also rate moves elsewhere, with the US and Canada cutting, while Japan and the ECB kept things on hold. Read our weekly snapshot of global fixed income markets.

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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