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16 September 2025
Fixed income
In Credit Weekly Snapshot – Je ne regrette rien?
In Credit Weekly Snapshot – Je ne regrette rien?
Our fixed income team provide their weekly snapshot of market events.
15 September 2025
Multi-Asset
Multi asset
Weekly Perspectives: What’s going on with the US labour market?
Weekly Perspectives: What’s going on with the US labour market?
The past couple of weeks have seen a marked change in narrative around the US labour market.
15 September 2025
Equity
The rise of the Magnificent 7: Concentration risk versus earnings power
The rise of the Magnificent 7: Concentration risk versus earnings power
Although large-cap tech firms are not in bubble territory, concerns about market concentration are not without merit.
12 September 2025
Equity
A wheel opportunity: Premium tyre makers use EVs to inflate margins
A wheel opportunity: Premium tyre makers use EVs to inflate margins
We think premium manufacturers look better placed and have scope to benefit from higher EV tyre margins and volume growth. Find out how we’re looking to tap into this opportunity.
9 September 2025
Fixed income
In Credit Weekly Snapshot – Gold … indestructible?
In Credit Weekly Snapshot – Gold … indestructible?
Our fixed income team provide their weekly snapshot of market events.
8 September 2025
Responsible investment
Charting a course through the changing responsible investment landscape
Charting a course through the changing responsible investment landscape
How understanding market dynamics and research led insights help us guide clients through a fast-evolving responsible investment environment.
8 September 2025
Multi-Asset
Multi asset
Weekly Perspectives: Tariffs are illegal….so what’s next?
Weekly Perspectives: Tariffs are illegal….so what’s next?
This week’s market update comes from Switzerland another country hit hard by US tariffs.
1 September 2025
Multi-Asset
Multi asset
Weekly Perspectives: Postcard from Brasil
Weekly Perspectives: Postcard from Brasil
Beef, coffee, orange juice and footballers. What will be the impact of tariffs on Brazil’s big exports?
21 August 2025
Multi-Asset
Multi-Asset Investment Outlook 2026: Balancing at great heights
Multi-Asset Investment Outlook 2026: Balancing at great heights
Our perspective on the global economy and financial markets, and our views on the investment themes likely to prove consequential in the months – and years – ahead.
22 July 2025
Alternatives
Real estate: an intrinsic ‘productive finance’ asset
Real estate: an intrinsic ‘productive finance’ asset
UK real estate is well positioned to deliver positive outcomes – measured against both financial performance and the government’s agenda to promote assets that contribute positively to long-term economic growth.
21 July 2025
Multi-Asset
Multi asset
Market Perspectives: Making sense of US inflation data
Market Perspectives: Making sense of US inflation data
While the tariff theme continues to rumble away, this week has been all about the economic data and trying to decipher whether the tariffs are showing up in US inflation.
17 July 2025
Multi-Asset
Asset Allocation update - July 2025
Asset Allocation update - July 2025
The consensus view in financial markets is that tariffs are on a deescalating path, but uncertainty remains high and there is a risk of
complacency.
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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.