Insights

October 2025

Anthony Willis

Senior Economist

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?
October 2025

Anthony Willis

Senior Economist

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

13 October 2025

Anthony Willis

Senior Economist

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?
9 October 2025

Active ETFs: the next evolution in portfolio construction

The narrative is shifting - active ETFs are a structural evolution in how portfolios are built, managed and optimized for performance.
7 October 2025

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

Anthony Willis

Senior Economist

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.
30 September 2025

In Credit Weekly Snapshot – Wind of change

As Germany passes its budget, the country is spearheading a new – possibly permanent – era of defence spending by NATO countries. Elsewhere, US and UK government bond yields crept higher. Read our weekly snapshot of global fixed income markets.
29 September 2025

Anthony Willis

Senior Economist

Weekly Perspectives: Japan at a crossroads?

This week we are looking at Japan – a country that's going to be in focus at the end of the week thanks to upcoming elections.
24 September 2025

Gary Smith

Head of EMEA Client Portfolio Manager team, Fixed Income

US dollar dominance: Playing Jenga with the global monetary system

Assumptions underpinning the dollar’s role as the world’s primary reserve currency are increasingly eroding. What if the tower starts to fall?
23 September 2025

Michael Guttag

Senior Equity Portfolio Manager

AI research trip reaffirms bullish outlook

How AI is driving innovation and growth across a range of industries.
22 September 2025

Anthony Willis

Senior Economist

Weekly Perspectives: The Fed has started cutting rates, but how far can they really go?

This week we are focusing on US interest rates – what changed last week and what we think is going to happen from here.
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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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