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19 March 2025
Equity
Multi Asset
Navigating market volatility amid US tariffs and policy uncertainty
Navigating market volatility amid US tariffs and policy uncertainty
Amid uncertainty in equities and credit markets, we remain focused on long-term investment fundamentals and building portfolios to weather the storm and deliver for clients.
17 March 2025
Multi-Asset
Multi Asset
US decline and European renaissance - is that now the outlook?
US decline and European renaissance - is that now the outlook?
The US economy and equity markets were expected to outperform in 2025 but so far, the reverse has happened.
10 March 2025
Multi-Asset
Multi Asset
German rearmament - the consequences
German rearmament - the consequences
As Germany takes it foot off the debt brake what will be the impact on economies and markets?
5 March 2025
Multi-Asset
Multi-Asset
What’s next for markets?
What’s next for markets?
Low inflation and falling interest rates make risk assets attractive, especially in the US. But should investors be worried about how much good news is priced in?
3 March 2025
Equity
DeepSeek: evolution, not revolution, in artificial intelligence
DeepSeek: evolution, not revolution, in artificial intelligence
What is DeepSeek’s real impact on artificial intelligence, and what does it mean for investors?
3 March 2025
Multi-Asset
Multi Asset
Is the new President pushing the US into recession?
Is the new President pushing the US into recession?
The economic numbers in the US have taken a decided turn for the worse recently. Consumer confidence has tumbled, consumer spending was weak in January and the closely watched composite purchasing managers’ index has fallen sharply.
24 February 2025
Multi-Asset
Multi Asset
As UK inflation heads towards 4% are further rate cuts off the agenda?
As UK inflation heads towards 4% are further rate cuts off the agenda?
UK inflation is on the up and CPI numbers for the year to January jumped to 3% from 2.5% the previous month. Energy prices will rise 5% in April and council taxes and water bills are also increasing.
24 February 2025
Alternatives
Alternatives, Real Estate
Global Real Estate Outlook 2025
Global Real Estate Outlook 2025
Making sense of global property themes, the economic backdrop, opportunities for investors and prospects for individual real estate sectors.
18 February 2025
Equity
Europe’s year of two halves, while the US walks an inflation tightrope
Europe’s year of two halves, while the US walks an inflation tightrope
Europe’s H1 margins will be under pressure, but the headwinds should blow through.
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Capabilities
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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.
