Insights

March 2025

Anthony Willis

Investment Manager

Multi-Manager Perspectives: Dealing with “unusually elevated uncertainty”

The week has been dominated by central bank meetings, though as expected there were no actual shifts in policy from the US Federal Reserve, the Bank of England or the Bank of Japan.
March 2025

Anthony Willis

Investment Manager

Multi-Manager Perspectives: Dealing with “unusually elevated uncertainty”

The week has been dominated by central bank meetings, though as expected there were no actual shifts in policy from the US Federal Reserve, the Bank of England or the Bank of Japan.

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21 March 2025

Anthony Willis

Investment Manager

Multi-Manager Perspectives: Dealing with “unusually elevated uncertainty”

The week has been dominated by central bank meetings, though as expected there were no actual shifts in policy from the US Federal Reserve, the Bank of England or the Bank of Japan.
20 March 2025

Adrian Hilton

Head of Emerging Market Debt

Gordon Bowers

Analyst, Emerging Market Debt

Positioning for a potential Russia-Ukraine war ceasefire

We assess the potential opportunities and challenges investors might face if a peace deal can be reached.
19 March 2025

William Davies

Global Chief Investment Officer

Navigating market volatility amid US tariffs and policy uncertainty

Amid uncertainty in equities and credit markets, we remain focused on long-term investment fundamentals and building portfolios to weather the storm and deliver for clients.
18 March 2025

Fixed Income Desk

In Credit - Weekly Snapshot

In Credit Weekly Snapshot – March 2025

Our fixed income team provide their weekly snapshot of market events.
17 March 2025

Steven Bell

Chief Economist, EMEA

US decline and European renaissance - is that now the outlook?

The US economy and equity markets were expected to outperform in 2025 but so far, the reverse has happened.
14 March 2025

Anthony Willis

Investment Manager

Multi-Manager Perspectives: The end of US exceptionalism? Don’t be too hasty

It has been another volatile week in equity and bond markets as investor sentiment remains fragile, with worries over trade wars and softening economic data weighing on sentiment.
10 March 2025

Steven Bell

Chief Economist, EMEA

German rearmament - the consequences

As Germany takes it foot off the debt brake what will be the impact on economies and markets?
7 March 2025

Anthony Willis

Investment Manager

Multi-Manager Perspectives: Another ‘game changing’ week unfolds

Markets have seen heightened volatility this week as a result of uncertainty created by President Trump’s policies on geopolitics and trade, with US equities struggling.
5 March 2025

Steven Bell

Chief Economist, EMEA

What’s next for markets?

Low inflation and falling interest rates make risk assets attractive, especially in the US. But should investors be worried about how much good news is priced in?
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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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