Insights

June 2025

Fixed income

In Credit Weekly Snapshot – June 2025

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

June 2025

Fixed income

In Credit Weekly Snapshot – June 2025

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

Filter insights

3 June 2025

Fixed income

In Credit Weekly Snapshot – June 2025

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

3 June 2025

Equity

William Davies

Global Chief Investment Officer

Midyear macro outlook: A new dawn of uncertainty

Geopolitical tensions, tariff uncertainty and global economic slowdown look set to define the second half of 2025.

2 June 2025

Multi-Asset

Multi asset

Anthony Willis

Senior Economist

Market perspectives: Don’t get too excited, tariffs are not going away

We have seen another big week of news with a court ruling calling into question the legal basis for many tariffs imposed since President Trump returned to the White House.

29 May 2025

Equity

Simon Morton-Grant

Client Portfolio Manager

Japan: A timely opportunity to seize long-term potential

Is Japan’s positive investment story intact? We discuss market events, how we’re upgrading quality at attractive valuations and the outlook from here.

28 May 2025

Multi-Asset

Multi asset

Anthony Willis

Senior Economist

Market Perspectives: US ’AAA’ no more … but does it matter?

The past week has seen the new federal budget making the headlines, as Republicans try to agree on a deal that will pass through Congress without Democrat support.

22 May 2025

Equity

Paul Doyle

Head of Large Cap European Equities

European equities: resilience amid global trade tariff turmoil

Deeper integration within the EU, more focus on competitiveness and reduced internal trade barriers may make for stronger long-run equity performance.

20 May 2025

Fixed income

In Credit Weekly Snapshot – May 2025

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

19 May 2025

Multi-Asset

Multi asset

Anthony Willis

Senior Economist

Macro Perspectives: What now after the recovery in equity markets?

Despite the recovery in equities, the US dollar is weaker and US Treasury yields have increased.

16 May 2025

Fixed income

China: Don’t count on a big stimulus package this time

With delinquent loans from the global financial crisis still sitting on its books, we don’t think the conditions are right for China to repeat its stimulus trick for a third time.

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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.