Insights

July 2025
Alternatives

Joanna Tano

Head of Research, Europe, Real Estate (EMEA)

UK Real Estate: Talking Points July 2025

Welcome to our quarterly snapshot of current real estate market trends.
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July 2025
Alternatives

Joanna Tano

Head of Research, Europe, Real Estate (EMEA)

UK Real Estate: Talking Points July 2025

Welcome to our quarterly snapshot of current real estate market trends.
Read more

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24 July 2025
Alternatives

Joanna Tano

Head of Research, Europe, Real Estate (EMEA)

UK Real Estate: Talking Points July 2025

Welcome to our quarterly snapshot of current real estate market trends.
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24 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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22 July 2025
Alternatives

Guy Glover

Director, Property Funds

James Coke

Executive Director & Fund Manager, UK Real Estate

Real estate: an intrinsic ‘productive finance’ asset

UK real estate is well positioned to deliver positive outcomes – measured against both financial performance and the government’s agenda to promote assets that contribute positively to long-term economic growth.
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21 July 2025
Multi-Asset
Multi asset

Anthony Willis

Senior Economist

Market Perspectives: Making sense of US inflation data

While the tariff theme continues to rumble away, this week has been all about the economic data and trying to decipher whether the tariffs are showing up in US inflation.
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18 July 2025
Multi-Asset

Anthony Willis

Senior Economist

Weekly Bulletin: Inflation… what lies beneath?

While the tariffs theme continues to rumble away in the background, this week has been all about the economic data and trying to decipher whether the tariffs are showing up in the US inflation data, and the consequences for US interest rates as a result.
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17 July 2025
Multi-Asset

Asset Allocation update - July 2025

The consensus view in financial markets is that tariffs are on a deescalating path, but uncertainty remains high and there is a risk of complacency.
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14 July 2025
Equity

Simon Morton-Grant

Client Portfolio Manager

Daisuke Nomoto

Global Head of Japanese Equities

Clear skies ahead: Japan's structural renaissance

Corporate reform, economic stability and attractive valuations create a compelling entry point to Japanese equities. We explain why and argue the case for an active approach.
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14 July 2025
Multi-Asset
Multi asset

Anthony Willis

Senior Economist

Market Perspectives: The tariffs Wheel of Fortune continues to spin

Tariffs are once again dominating headlines, with plenty of new rates being announced by the White House.
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9 July 2025
Investment Trust

Nish Patel

Director, Portfolio Manager, Global Small Cap

Smaller companies: on the right side of history?

With the global trading system beginning to fracture into two blocs, smaller company stocks might well be the longer-term winners.
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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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