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In Credit Weekly Snapshot – January 2025

Long rally runnin’

Key markets overview

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In Credit Weekly Snapshot – 27 January 2025

A misdiagnosis of crisis

Key markets overview

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In Credit Weekly Snapshot – 20 January 2025

UK decay?

Key markets overview

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In Credit Weekly Snapshot – 13 January 2025

Exit music (for a year)

Key markets overview

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In Credit Weekly Snapshot – 6 January 2025

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Aktuelle Beiträge

This week we focus on US equities and a rotation in the market.
The bloc enters 2026 with better balance sheet health, savings and easing inflation, and Germany’s fiscal policy is a boost. With global earnings broadening, this represents a clear opportunity.
The US dollar has hit a post-2022 low and some countries are reducing their exposure.
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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

10 Februar 2026

In Credit Weekly Snapshot – Slow dancing in a burning room

The US dollar has hit a post-2022 low and some countries are reducing their exposure.
6 Februar 2026

Tiffany Wade

Senior Portfolio Manager

Michael Guttag

Senior Portfolio Manager

Riding the multi-year waves of AI investment

The real story of artificial intelligence (AI) is the multi‑year progression of capital flows that will define which companies lead, when they lead and why.
3 Februar 2026

In Credit Weekly Snapshot – Fool’s gold

We’ve seen extraordinary moves in precious metals recently. The same can’t be said for Bitcoin.
16 Februar 2026

Anthony Willis

Senior Economist, Multi-Asset Solutions team

Market Perspectives: The Great Rotation… What’s going on with US equities?

This week we focus on US equities and a rotation in the market.
16 Februar 2026

Paul Doyle

Head of Large Cap European Equities

Europe finds its footing

The bloc enters 2026 with better balance sheet health, savings and easing inflation, and Germany’s fiscal policy is a boost. With global earnings broadening, this represents a clear opportunity.
10 Februar 2026

In Credit Weekly Snapshot – Slow dancing in a burning room

The US dollar has hit a post-2022 low and some countries are reducing their exposure.

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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