Your search results
Market Perspectives: 2025 half time report – where to next?
Market Perspectives: 2025 half time report – where to next?
8 July 2025
H1 2025 was marked by significant market volatility thanks to economic and geopolitical uncertainties, particularly around US tariff policies.
Electric Vehicle transition: poised to move through the gears
Electric Vehicle transition: poised to move through the gears
1 July 2025
With cost parity on the horizon, we expect the adoption of electric vehicles to accelerate. We explore the key drivers and related investment opportunities.
Market perspectives: What a difference a week makes
Market perspectives: What a difference a week makes
30 June 2025
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.
Market jitters miss the bigger AI picture
Market jitters miss the bigger AI picture
27 June 2025
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.
David Goodman
David Goodman
26 June 2025
Tiffany Wade
Tiffany Wade
26 June 2025
Resilient European High Yield market looks beyond tariff uncertainty
Resilient European High Yield market looks beyond tariff uncertainty
26 June 2025
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.
Columbia Threadneedle Investments – Modern Slavery Act Statement FY2024
Columbia Threadneedle Investments – Modern Slavery Act Statement FY2024
25 June 2025
Henry Hom, CFA
Henry Hom, CFA
24 June 2025
Christopher Lo, CFA
Christopher Lo, CFA
24 June 2025
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
101
102
103
104
105
106
107
108
109
110
111
Market Perspectives: 2025 half time report – where to next?
Market Perspectives: 2025 half time report – where to next?
8 July 2025
H1 2025 was marked by significant market volatility thanks to economic and geopolitical uncertainties, particularly around US tariff policies.
Electric Vehicle transition: poised to move through the gears
Electric Vehicle transition: poised to move through the gears
1 July 2025
With cost parity on the horizon, we expect the adoption of electric vehicles to accelerate. We explore the key drivers and related investment opportunities.
Market perspectives: What a difference a week makes
Market perspectives: What a difference a week makes
30 June 2025
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.
Market jitters miss the bigger AI picture
Market jitters miss the bigger AI picture
27 June 2025
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.
Resilient European High Yield market looks beyond tariff uncertainty
Resilient European High Yield market looks beyond tariff uncertainty
26 June 2025
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.
Market perspectives: Will the resilience of financial markets be undone by escalating geopolitical risks?
Market perspectives: Will the resilience of financial markets be undone by escalating geopolitical risks?
23 June 2025
Investors continue to closely follow events in the Middle East – most recently the US’s strikes on three Iranian nuclear sites.
Asset Allocation update - June 2025
Asset Allocation update - June 2025
19 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.
A bitter pill: what tariffs could mean for pharmaceutical firms and the wider healthcare industry
A bitter pill: what tariffs could mean for pharmaceutical firms and the wider healthcare industry
18 June 2025
Although a drive to onshore manufacturing of pharmaceuticals is admirable, there could be some unintended consequences around price, availability and global relations.
Navigating the fog of tariffs in emerging market equities
Navigating the fog of tariffs in emerging market equities
16 June 2025
Trade tensions continue to dominate headlines, despite the various 90-day reprieves. Relations between the US and China are clearly evolving.
Midyear fixed-income outlook: Strategic scenarios for bond investors
Midyear fixed-income outlook: Strategic scenarios for bond investors
12 June 2025
How will policy uncertainty and macro headwinds shape opportunities in fixed income?