Insights

Juni 2025
Multi-Asset
Multi asset

Anthony Willis

Senior Economist

Market perspectives: What a difference a week makes

It has been another extraordinary week of geopolitical developments with the backdrop considerably more benign than a week ago thanks to a tentative ceasefire between Israel and Iran.
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Juni 2025
Multi-Asset
Multi asset

Anthony Willis

Senior Economist

Market perspectives: What a difference a week makes

It has been another extraordinary week of geopolitical developments with the backdrop considerably more benign than a week ago thanks to a tentative ceasefire between Israel and Iran.
Read more

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30 Juni 2025
Multi-Asset
Multi asset

Anthony Willis

Senior Economist

Market perspectives: What a difference a week makes

It has been another extraordinary week of geopolitical developments with the backdrop considerably more benign than a week ago thanks to a tentative ceasefire between Israel and Iran.
Weiterlesen
27 Juni 2025
Aktien

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.
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26 Juni 2025
Festverzinsliche Anlagen

Roman Gaiser

Head of Fixed Income EMEA

Resilient European High Yield market looks beyond tariff uncertainty

We cannot ignore the dominant themes impacting markets across the world, but a resilient and supported European marketplace is well placed to prosper in these challenging times.
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25 Juni 2025
Globale Anlagelösungen

Richard Ferris

Client Portfolio Manager, LDI

Adil Gulamali

Client Director, UK Institutional

LDI differentiator: using a Reorganisation Fund

This mini-series of short articles shines a light on often under-discussed but important factors to think about when structuring your LDI investments. In this paper we will discuss disinvestments.
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23 Juni 2025
Multi-Asset
Multi asset

Anthony Willis

Senior Economist

Market perspectives: Will the resilience of financial markets be undone by escalating geopolitical risks?

Investors continue to closely follow events in the Middle East – most recently the US’s strikes on three Iranian nuclear sites.
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19 Juni 2025
Multi-Asset

Asset Allocation update - June 2025

Financial markets continue to display confidence that the trade war remains on a de-escalating path, even as the deadline for ‘trade deals’ to be agreed with the US moves into focus.
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18 Juni 2025
Festverzinsliche Anlagen

David Morgan

Head of US Investment Grade Credit Research

A bitter pill: what tariffs could mean for pharmaceutical firms and the wider healthcare industry

Although a drive to onshore manufacturing of pharmaceuticals is admirable, there could be some unintended consequences around price, availability and global relations.
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18 Juni 2025
Festverzinsliche Anlagen

Fixed Income Desk

In Credit - Weekly Snapshot

In Credit Weekly Snapshot – June 2025

Our fixed income team provide their weekly snapshot of market events.
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16 Juni 2025
Aktien

Dara White

Global Head of Emerging Market Equities

Krishan Selva

Kundenportfoliomanager

Navigating the fog of tariffs in emerging market equities

Trade tensions continue to dominate headlines, despite the various 90-day reprieves. Relations between the US and China are clearly evolving.
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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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