Insights

June 2025
Fixed income
Fixed income

In Credit Weekly Snapshot – June 2025

Our fixed income team provide their weekly snapshot of market events.
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June 2025
Fixed income

In Credit Weekly Snapshot – June 2025

Our fixed income team provide their weekly snapshot of market events.
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10 June 2025
Fixed income

In Credit Weekly Snapshot – June 2025

Our fixed income team provide their weekly snapshot of market events.
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10 June 2025
Equity

Nicolas Janvier

Head of US Equities, North America

Midyear equity outlook: Staying selective amid volatility

In an environment of elevated macro risks and uncertainty, there are bright spots fuelling our optimism for equities.
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9 June 2025
Multi-Asset
Multi asset

Anthony Willis

Senior Economist

Market perspectives: Can the UK find more fiscal headroom without upsetting bond markets?

The UK’s public finances are once again in focus with the departmental spending review taking place this week.
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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.
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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.
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2 June 2025
Responsible investment

Discover 25 years of reo® leadership

Explore how reo® has shaped corporate behaviour and achieved over 5,170 milestones through engagement with 6,454 companies since 2000.
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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.
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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.
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20 May 2025
Fixed income

In Credit Weekly Snapshot – May 2025

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