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18 November 2025

Christopher Mahon

Head of Dynamic Real Return, Multi-asset

LDI market review and outlook – October 2025, what next for Europe?

In the quarterly Columbia Threadneedle Investments EURO LDI Survey, we poll investment bank trading desks for their opinions on the likely direction of key rates for liability hedging
Read time - 6 min
18 November 2025

Nicolas Janvier

Head of North America Equities

Neil Robson

Head of Global Equities, EMEA

2026 Equity Outlook: Harnessing growth with a broad view

We maintain a constructive outlook for equities, with a broadening of opportunities for selective investment, backed by disciplined diversification.
17 November 2025

Anthony Willis

Senior Economist, Multi-Asset Solutions team

Weekly Perspectives - Split signals: why the BoE is set to cut, while the Fed may have to wait

This week we focus on the diverging chances of a rate cut in December from the Bank of England (BoE) and the Federal Reserve (Fed).