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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.
12 June 2025
Fixed income
Midyear fixed-income outlook: Strategic scenarios for bond investors
Midyear fixed-income outlook: Strategic scenarios for bond investors
How will policy uncertainty and macro headwinds shape opportunities in fixed income?
10 June 2025
Equity
Midyear equity outlook: Staying selective amid volatility
Midyear equity outlook: Staying selective amid volatility
In an environment of elevated macro risks and uncertainty, there are bright spots fuelling our optimism for equities.
9 June 2025
Multi-Asset
Multi asset
Market perspectives: Can the UK find more fiscal headroom without upsetting bond markets?
Market perspectives: Can the UK find more fiscal headroom without upsetting bond markets?
The UK’s public finances are once again in focus with the departmental spending review taking place this week.
3 June 2025
Equity
Midyear macro outlook: A new dawn of uncertainty
Midyear macro outlook: A new dawn of uncertainty
Geopolitical tensions, tariff uncertainty and global economic slowdown look set to define the second half of 2025.
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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.