Insights

July 2025
Global investment solutions
LDI

Rosa Fenwick

Head of LDI Implementation

Q2 2025 repo update

How geopolitical shifts and policies are shaping market dynamics.
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July 2025
Global investment solutions
LDI

Rosa Fenwick

Head of LDI Implementation

Q2 2025 repo update

How geopolitical shifts and policies are shaping market dynamics.
Read more

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10 July 2025
Global investment solutions
LDI

Rosa Fenwick

Head of LDI Implementation

Q2 2025 repo update

How geopolitical shifts and policies are shaping market dynamics.
Read more
9 July 2025
Fixed income

Fixed Income Desk

In Credit - Weekly Snapshot

In Credit Weekly Snapshot – July 2025

Our fixed income team provide their weekly snapshot of market events.
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8 July 2025
Multi-Asset
Multi asset

Anthony Willis

Senior Economist

Market Perspectives: 2025 half time report – where to next?

H1 2025 was marked by significant market volatility thanks to economic and geopolitical uncertainties, particularly around US tariff policies.
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1 July 2025
Fixed income

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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1 July 2025
Equity

Joe Horrocks-Taylor

Vice President, Sustainable Research

Electric Vehicle transition: poised to move through the gears

With cost parity on the horizon, we expect the adoption of electric vehicles to accelerate. We explore the key drivers and related investment opportunities.
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30 June 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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27 June 2025
Equity

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 June 2025
Fixed income

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 June 2025
Global investment solutions

Richard Ferris

Director, Investment Solutions

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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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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