Insights

January 2025

Fixed Income Desk

In Credit - Weekly Snapshot

In Credit Weekly Snapshot – January 2025

Our fixed income team provide their weekly snapshot of market events.
January 2025

Fixed Income Desk

In Credit - Weekly Snapshot

In Credit Weekly Snapshot – January 2025

Our fixed income team provide their weekly snapshot of market events.

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22 January 2025

Fixed Income Desk

In Credit - Weekly Snapshot

In Credit Weekly Snapshot – January 2025

Our fixed income team provide their weekly snapshot of market events.
21 January 2025

Steven Bell

Chief Economist, EMEA

Opening Bell 2025: Will US equities continue to lead the way?

The US economy is set fair but will bond vigilantes present a macro-economic barrier to the new president’s agenda?
21 January 2025

Gary Smith

Client Portfolio Manager, Fixed Income

FX reserves and the 10-10-10 proposition

Over the next 10 years the US dollar will likely surrender another 10% share of global foreign exchange reserves – but there will be no single beneficiary, with 10 different currencies all growing their allocations.
20 January 2025

Steven Bell

Chief Economist, EMEA

Have supermarket loyalty cards contributed to UK stagflation ?

Loyalty cards have been a big marketing success for UK supermarkets. 97% of shoppers have at least one and they offer big discounts on selected goods.
17 January 2025

Neil Robson

Head of Global Equities

A racing certainty - can big tech beat the odds again?

Bumper earnings have seen big US tech names dominate equity returns. What are their prospects from here and will the rest of the market begin to close the gap?
17 January 2025

2025 CEO outlook: Is the US market too good to be true?

As the US prepares for a political changing of the guard, our CEO shares his thoughts on where he sees markets opportunities and the potential risks for investors in 2025.
14 January 2025

Alasdair Ross

Head of Investment Grade Credit

Alpha, an active approach and fundamental research – how we invest in credit

Want to know what differentiates us from our competitors when it comes to investment grade?
13 January 2025

Steven Bell

Chief Economist, EMEA

Will the bond market vigilantes hit Equities?

Many analysts of my age are thinking back to the 1970s and 1980s when the US authorities lost control of both inflation and the budget deficit.
10 January 2025

Rosa Fenwick

Head of LDI Implementation

Q4 2024 repo update

With political risk/geopolitics to the fore we assess the impact on repo markets and activity.
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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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