Insights

September 2025

Paul Doyle

Head of Large Cap European Equities

European improvement, not just US weakness

The region has exited post-Covid stagflation, with inflation falling and interest rates easing, so economic performance has turned round. America, by contrast, faces stagflation
September 2025

Paul Doyle

Head of Large Cap European Equities

European improvement, not just US weakness

The region has exited post-Covid stagflation, with inflation falling and interest rates easing, so economic performance has turned round. America, by contrast, faces stagflation

Insights filtern

2 September 2025

Paul Doyle

Head of Large Cap European Equities

European improvement, not just US weakness

The region has exited post-Covid stagflation, with inflation falling and interest rates easing, so economic performance has turned round. America, by contrast, faces stagflation
1 September 2025

Anthony Willis

Senior Economist

Weekly Perspectives: Postcard from Brasil

Beef, coffee, orange juice and footballers. What will be the impact of tariffs on Brazil’s big exports?
21 August 2025

Multi-Asset Investment Outlook 2026: Balancing at great heights

Our perspective on the global economy and financial markets, and our views on the investment themes likely to prove consequential in the months – and years – ahead.
19 August 2025

In Credit Weekly Snapshot – Under pressure

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

In Credit Weekly Snapshot – Less interest in the UK

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

In Credit Weekly Snapshot – Where did all the jobs go?

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

Rosa Fenwick

Head of LDI Implementation

Euro LDI market review and outlook – July 2025, amidst tariff fears Dutch pension fund reform gathers pace

In the quarterly Columbia Threadneedle Investments EURO LDI Survey, we poll investment bank trading desks for their opinions on the likely direction of key rates for liability hedging.
29 Juli 2025

Fixed Income Desk

In Credit - Weekly Snapshot

In Credit Weekly Snapshot – July 2025

Our fixed income team provide their weekly snapshot of market events.
29 Juli 2025

Joe Horrocks-Taylor

Vice President, Sustainable Research

Olivia Watson

Head of Global Sustainable Research

Natural capital nature as an investible theme

Nature is increasingly a topic in the crosshairs for investors. There is growing awareness that the erosion of natural capital is creating material risks for investors.
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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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