News and Insights
Filter insights on this page
Capabilities
Media type
Themes
Regions
Capabilities
Media type
Themes
Regions
Filter insights
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.
14 July 2025
Equity
Clear skies ahead: Japan's structural renaissance
Clear skies ahead: Japan's structural renaissance
Corporate reform, economic stability and attractive valuations create a compelling entry point to Japanese equities. We explain why and argue the case for an active approach.
14 July 2025
Multi-Asset
Multi asset
Market Perspectives: The tariffs Wheel of Fortune continues to spin
Market Perspectives: The tariffs Wheel of Fortune continues to spin
Tariffs are once again dominating headlines, with plenty of new rates being announced by the White House.
8 July 2025
Multi-Asset
Multi asset
Market Perspectives: 2025 half time report – where to next?
Market Perspectives: 2025 half time report – where to next?
H1 2025 was marked by significant market volatility thanks to economic and geopolitical uncertainties, particularly around US tariff policies.
1 July 2025
Equity
Electric Vehicle transition: poised to move through the gears
Electric Vehicle transition: poised to move through the gears
With cost parity on the horizon, we expect the adoption of electric vehicles to accelerate. We explore the key drivers and related investment opportunities.
30 June 2025
Multi-Asset
Multi asset
Market perspectives: What a difference a week makes
Market perspectives: What a difference a week makes
It has been another extraordinary week of geopolitical developments with the backdrop considerably more benign than a week ago thanks to a tentative ceasefire between Israel and Iran.
27 June 2025
Equity
Market jitters miss the bigger AI picture
Market jitters miss the bigger AI picture
As investors navigate a slower growth, policy-fragmented environment, AI stands out as a long-term theme with the potential to deliver durable growth and broad-based opportunity across the value chain.
26 June 2025
Fixed income
Resilient European High Yield market looks beyond tariff uncertainty
Resilient European High Yield market looks beyond tariff uncertainty
We cannot ignore the dominant themes impacting markets across the world, but a resilient and supported European marketplace is well placed to prosper in these challenging times.
23 June 2025
Multi-Asset
Multi asset
Market perspectives: Will the resilience of financial markets be undone by escalating geopolitical risks?
Market perspectives: Will the resilience of financial markets be undone by escalating geopolitical risks?
Investors continue to closely follow events in the Middle East – most recently the US’s strikes on three Iranian nuclear sites.
19 June 2025
Multi-Asset
Asset Allocation update - June 2025
Asset Allocation update - June 2025
Financial markets continue to display confidence that the trade
war remains on a de-escalating path, even as the deadline for
‘trade deals’ to be agreed with the US moves into focus.
18 June 2025
Fixed income
A bitter pill: what tariffs could mean for pharmaceutical firms and the wider healthcare industry
A bitter pill: what tariffs could mean for pharmaceutical firms and the wider healthcare industry
Although a drive to onshore manufacturing of pharmaceuticals is admirable, there could be some unintended consequences around price, availability and global relations.
16 June 2025
Equity
Navigating the fog of tariffs in emerging market equities
Navigating the fog of tariffs in emerging market equities
Trade tensions continue to dominate headlines, despite the various 90-day reprieves. Relations between the US and China are clearly evolving.
Filter insights on this page
Capabilities
Media type
Themes
Regions
Capabilities
Media type
Themes
Regions
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.