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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

UK real estate is well positioned to deliver positive outcomes – measured against both financial performance and the government’s agenda to promote assets that contribute positively to long-term economic growth.
While the tariff theme continues to rumble away, this week has been all about the economic data and trying to decipher whether the tariffs are showing up in US inflation.
The consensus view in financial markets is that tariffs are on a deescalating path, but uncertainty remains high and there is a risk of complacency.
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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

15 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.
3 Juli 2025

Roman Gaiser

Head of Fixed Income EMEA

Robuster Markt für europäische High-Yield-Anleihen trotzt zollbedingter Unsicherheit

Die vorherrschenden Themen, die sich auf die Märkte rund um den Globus auswirken, lassen sich nicht ignorieren, der robuste und gut gestützte europäische Markt ist allerdings gut aufgestellt, um auch in diesen schwierigen Zeiten zu florieren.
27 Juni 2025

Tiffany Wade

Senior Portfolio Manager

David Egan

Senior Research Analyst

David Goodman

Senior Research Analyst

Market jitters miss the bigger AI picture

As investors navigate a slower growth, policy-fragmented environment, AI stands out as a long-term theme with the potential to deliver durable growth and broad-based opportunity across the value chain.
22 Juli 2025

Guy Glover

Director, Property Funds

James Coke

Executive Director & Fund Manager, UK Real Estate

Real estate: an intrinsic ‘productive finance’ asset

UK real estate is well positioned to deliver positive outcomes – measured against both financial performance and the government’s agenda to promote assets that contribute positively to long-term economic growth.
21 Juli 2025

Anthony Willis

Senior Economist

Market Perspectives: Making sense of US inflation data

While the tariff theme continues to rumble away, this week has been all about the economic data and trying to decipher whether the tariffs are showing up in US inflation.
17 Juli 2025

Asset Allocation update - July 2025

The consensus view in financial markets is that tariffs are on a deescalating path, but uncertainty remains high and there is a risk of complacency.

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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