Insights

August 2025

Investment Outlook 2026: Balancing at great heights

Our perspective on the global economy and financial markets, and our views on the investment themes likely to prove consequential in the months – and years – ahead.
August 2025

Investment Outlook 2026: Balancing at great heights

Our perspective on the global economy and financial markets, and our views on the investment themes likely to prove consequential in the months – and years – ahead.

Filter insights

21 August 2025

Investment Outlook 2026: Balancing at great heights

Our perspective on the global economy and financial markets, and our views on the investment themes likely to prove consequential in the months – and years – ahead.
19 August 2025

In Credit Weekly Snapshot – Under pressure

Our fixed income team provide their weekly snapshot of market events.
12 August 2025

In Credit Weekly Snapshot – Less interest in the UK

Our fixed income team provide their weekly snapshot of market events.
7 August 2025

Rosa Fenwick

Head of LDI Implementation

LDI market review and outlook – July 2025, tariff levels and growth concerns impact fiscal sustainability

President Trump’s ‘Liberation Day’ antics dominated the quarter as markets struggled to digest the volatile news-flow.
5 August 2025

In Credit Weekly Snapshot – Where did all the jobs go?

Our fixed income team provide their weekly snapshot of market events.
4 August 2025

Rosa Fenwick

Head of LDI Implementation

Euro LDI market review and outlook – July 2025, amidst tariff fears Dutch pension fund reform gathers pace

In the quarterly Columbia Threadneedle Investments EURO LDI Survey, we poll investment bank trading desks for their opinions on the likely direction of key rates for liability hedging.
1 August 2025

CT UK Social Bond Fund Impact Report 2024

Welcome to the 2024 CT UK Social Bond Fund Annual Report.
31 July 2025

Alex Soulsby

Head of LDI

Reforms for running on DB schemes herald new investment opportunity

With the prospect of well-funded DB pension schemes "running on", Alex Soulsby considers prospective asset allocation and governance considerations.
29 July 2025

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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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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