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In Credit Weekly Snapshot - 12 May 2025
In Credit Weekly Snapshot - 12 May 2025
13 May 2025
In Credit Weekly Snapshot – May 2025
In Credit Weekly Snapshot – May 2025
13 May 2025
Our fixed income team provide their weekly snapshot of market events.
LDI market review and outlook – May 2025, tariff worries burden expectations for global growth
LDI market review and outlook – May 2025, tariff worries burden expectations for global growth
13 May 2025
The 47th (and 45th) President of the United States embarked upon a whirlwind of executive orders designed to protect the US from the depredations of its trading partners and to dive straight into his newly mandated agenda.
Market Perspectives: Is the US-China trade war over already?
Market Perspectives: Is the US-China trade war over already?
12 May 2025
We have seen a positive outcome from trade talks between the US and China over the weekend, and while there was an expectation that we would see some progress, the reduction in tariffs has surprised to the upside.
Mythbusters: why the bad press around UK stocks doesn’t stack up
Mythbusters: why the bad press around UK stocks doesn’t stack up
7 May 2025
From valuations and the make-up of the index to perceived US superiority and mistaking the UK economy as a proxy for the equity market, many of these just don’t stand up to scrutiny. We debunk six myths in detail.
Market Perspectives: What do the first 100 days of Trump mean for the next 1,361?
Market Perspectives: What do the first 100 days of Trump mean for the next 1,361?
6 May 2025
The 30th April marked 100 days since President Trump took office, which is often a time to reflect on the achievements or otherwise of an incoming president.
Frederic Jeanmaire
Frederic Jeanmaire
1 May 2025
Why the time is ripe for Europe
Why the time is ripe for Europe
1 May 2025
With the global economy shifting, the case for European equities is stronger than it has been in years. We look at the opportunity, why stock selection will be key to success, and why quality will win out.
Columbia Threadneedle Investments - Stewardship Report 2024
Columbia Threadneedle Investments - Stewardship Report 2024
29 April 2025
In Credit Weekly Snapshot – April 2025
In Credit Weekly Snapshot – April 2025
28 April 2025
Our fixed income team provide their weekly snapshot of market events.
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In Credit Weekly Snapshot – May 2025
In Credit Weekly Snapshot – May 2025
13 May 2025
Our fixed income team provide their weekly snapshot of market events.
LDI market review and outlook – May 2025, tariff worries burden expectations for global growth
LDI market review and outlook – May 2025, tariff worries burden expectations for global growth
13 May 2025
The 47th (and 45th) President of the United States embarked upon a whirlwind of executive orders designed to protect the US from the depredations of its trading partners and to dive straight into his newly mandated agenda.
Market Perspectives: Is the US-China trade war over already?
Market Perspectives: Is the US-China trade war over already?
12 May 2025
We have seen a positive outcome from trade talks between the US and China over the weekend, and while there was an expectation that we would see some progress, the reduction in tariffs has surprised to the upside.
Mythbusters: why the bad press around UK stocks doesn’t stack up
Mythbusters: why the bad press around UK stocks doesn’t stack up
7 May 2025
From valuations and the make-up of the index to perceived US superiority and mistaking the UK economy as a proxy for the equity market, many of these just don’t stand up to scrutiny. We debunk six myths in detail.
Market Perspectives: What do the first 100 days of Trump mean for the next 1,361?
Market Perspectives: What do the first 100 days of Trump mean for the next 1,361?
6 May 2025
The 30th April marked 100 days since President Trump took office, which is often a time to reflect on the achievements or otherwise of an incoming president.
Why the time is ripe for Europe
Why the time is ripe for Europe
1 May 2025
With the global economy shifting, the case for European equities is stronger than it has been in years. We look at the opportunity, why stock selection will be key to success, and why quality will win out.
In Credit Weekly Snapshot – April 2025
In Credit Weekly Snapshot – April 2025
28 April 2025
Our fixed income team provide their weekly snapshot of market events.
Will empty shelves in the US force further pragmatism around trade?
Will empty shelves in the US force further pragmatism around trade?
28 April 2025
With signs of pragmatism emerging from the White House we have seen calmer conditions in financial markets.
UK Real Estate: Talking Points April 2025
UK Real Estate: Talking Points April 2025
24 April 2025
Welcome to our quarterly snapshot of current real estate market trends.
Is the US heading for a self-inflicted recession?
Is the US heading for a self-inflicted recession?
22 April 2025
The tariff uncertainty continues, and equity, bond and currency markets remain volatile.
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