Insights
October 2025
Multi-Asset
Asset Allocation update - October 2025
Asset Allocation update - October 2025
Despite lingering questions around their legality and (lagged) potential
impact on US inflation, financial markets appear to have moved swiftly on from tariffs.
October 2025
Multi-Asset
Asset Allocation update - October 2025
Asset Allocation update - October 2025
Despite lingering questions around their legality and (lagged) potential
impact on US inflation, financial markets appear to have moved swiftly on from tariffs.
22 October 2025
Multi-Asset
Asset Allocation update - October 2025
Asset Allocation update - October 2025
Despite lingering questions around their legality and (lagged) potential
impact on US inflation, financial markets appear to have moved swiftly on from tariffs.
21 October 2025
Fixed income
Battling the elements: will climate change reshape defence spending?
Battling the elements: will climate change reshape defence spending?
From jet engines to toll roads, environmental change is reshaping military readiness, infrastructure resilience, and the investment case for the companies that build and maintain such assets.
21 October 2025
Fixed income
In Credit Weekly Snapshot – Up, up and away
In Credit Weekly Snapshot – Up, up and away
Government debt continues to dominate discourse, with the IMF predicting that globally it will soon exceed 100% of global GDP. Elsewhere we saw regional bank problems in the US and more trouble for France. Read on for a breakdown of fixed income news across sectors and regions.
20 October 2025
Multi-Asset
Multi asset
Weekly Perspectives: Around the World in 240 seconds
Weekly Perspectives: Around the World in 240 seconds
This week we take a quick trip around the world and provide an update on the state of play around some of the key themes that have been moving markets recently.
17 October 2025
Responsible investment
Thematic Insight: Getting in shape for the food system transformation
Thematic Insight: Getting in shape for the food system transformation
Ultra-processed foods, chronic disease, growing awareness of the link between diet and health ... no wonder the global food system is undergoing profound change.
17 October 2025
Multi-Asset
Weekly Bulletin: Déjà View - The political theatre in France and Japan goes on, and is a trade war back on the agenda?
Weekly Bulletin: Déjà View - The political theatre in France and Japan goes on, and is a trade war back on the agenda?
We’ve seen a busy week of newsflow and in the process have revisited two major themes of the year so far – tariffs and political uncertainty.
16 October 2025
Multi-Asset
Soft landings or speedbumps?
Soft landings or speedbumps?
Our central view remains constructive. We explain why we are positive and how our portfolios are positioned.
14 October 2025
Fixed income
In Credit Weekly Snapshot – Give peace a chance
In Credit Weekly Snapshot – Give peace a chance
Geopolitics continues to dominate with the welcome news of a ceasefire between Israel and Hamas. This, as well as ongoing tariff threats from the US, had a feedthrough impact on commodity prices. Read on for a breakdown of fixed income news across sectors and regions.
13 October 2025
Multi-Asset
Multi asset
Weekly Perspectives: Déjà vu in France…How long will this government last?
Weekly Perspectives: Déjà vu in France…How long will this government last?
France’s political backdrop remains uncertain but what are the implications for its equity and bond markets?
Filter insights on this page
Capabilities
Media type
Themes
Regions
Capabilities
Media type
Themes
Regions
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.
You may also like
About us
Millions of people around the world rely on Columbia Threadneedle Investments to manage their money. We look after investments for individual investors, financial advisers and wealth managers, as well as insurance firms, pension funds and other institutions.
Our funds
Columbia Threadneedle Investments has a comprehensive range of investment funds catering for a broad range of objectives.
Our capabilities
We offer a broad range of actively managed investment strategies and solutions covering global, regional and domestic markets and asset classes.
