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Insights

In Credit Weekly Snapshot – February 2025

Inflating inflation fears

Key markets overview

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In Credit Weekly Snapshot – 24 February 2025

Cheaper by the dozen?

Key markets overview

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In Credit Weekly Snapshot – 17 February 2025

Higher for longer

Key markets overview

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In Credit Weekly Snapshot – 10 February 2025

Trump, tariffs and trade tensions

Key markets overview

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In Credit Weekly Snapshot – 3 February 2025

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Latest articles

Geopolitics remain a key market concern, despite being hard to measure, with tensions feeding through to oil prices, inflation concerns and bond markets.
Strong demand, robust issuer fundamentals and clearer communication should help the market absorb the expected surge in artificial intelligence-related bond issuance.
Economies and financial markets remain resilient despite heightened inflation risks. These are shaping central bank policy and interest-rate expectations, pushing bond yields to levels not seen since before the global financial crisis.
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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.

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Geopolitics remain a key market concern, despite being hard to measure, with tensions feeding through to oil prices, inflation concerns and bond markets.
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Strong demand, robust issuer fundamentals and clearer communication should help the market absorb the expected surge in artificial intelligence-related bond issuance.
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Asset Allocation update - Q4 2026

Economies and financial markets remain resilient despite heightened inflation risks. These are shaping central bank policy and interest-rate expectations, pushing bond yields to levels not seen since before the global financial crisis.

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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