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.
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?
7 October 2025
Fixed income
In Credit Weekly Snapshot – Walls come tumbling down
In Credit Weekly Snapshot – Walls come tumbling down
The dollar share of global FX reserves declined again in Q3 and, with the US government once again entering shutdown, yields dropped across the curve. Read our weekly snapshot of global fixed income markets.
6 October 2025
Multi-Asset
Multi asset
Weekly Perspectives: Navigating the US government shutdown
Weekly Perspectives: Navigating the US government shutdown
This week I will be talking about the US government shutdown and whether it is truly a problem for financial markets.
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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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