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Insights

In Credit Weekly Snapshot – February 2025

Inflating inflation fears

Key markets overview

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In Credit Weekly Snapshot – 24 February 2025

Cheaper by the dozen?

Key markets overview

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In Credit Weekly Snapshot – 17 February 2025

Higher for longer

Key markets overview

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In Credit Weekly Snapshot – 10 February 2025

Trump, tariffs and trade tensions

Key markets overview

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In Credit Weekly Snapshot – 3 February 2025

Key topics

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

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Neil Robson

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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

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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).

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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