Insights

February 2025

Daisuke Nomoto

Global Head of Japanese Equities

Simon Morton-Grant

Client Portfolio Manager

Japan’s economic revival – the first steps of a long-awaited transformation

Japanese equities have enjoyed strong returns in recent years. Have investors missed the boat? We think not and remain constructive on the outlook from here.
February 2025

Daisuke Nomoto

Global Head of Japanese Equities

Simon Morton-Grant

Client Portfolio Manager

Japan’s economic revival – the first steps of a long-awaited transformation

Japanese equities have enjoyed strong returns in recent years. Have investors missed the boat? We think not and remain constructive on the outlook from here.

All insights

Filter insights

13 February 2025

Daisuke Nomoto

Global Head of Japanese Equities

Simon Morton-Grant

Client Portfolio Manager

Japan’s economic revival – the first steps of a long-awaited transformation

Japanese equities have enjoyed strong returns in recent years. Have investors missed the boat? We think not and remain constructive on the outlook from here.
12 February 2025

Gene Tannuzzo

Global Head of Fixed Income

Katherine Nuss

Fixed Income Client Portfolio Manager

Fixed income outlook update: the market comes out swinging

The year started with some sharp moves in fixed income, with developments in terms of inflation trends and labour market conditions. Should investors reposition given these shifts?
11 February 2025

Fixed Income Desk

In Credit - Weekly Snapshot

In Credit Weekly Snapshot – February 2025

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

Steven Bell

Chief Economist, EMEA

Where to next for global interest rates?

The past two weeks have seen monetary policy meetings for the big four central banks in the developed world.
7 February 2025

Rosa Fenwick

Head of LDI Implementation

LDI market review and outlook – February 2025, political risks clash with bond vigilantism

Activity was muted as political and monetary policy weighted on markets.
3 February 2025

Steven Bell

Chief Economist, EMEA

Tariff turmoil

A possible trade war is upon us, and it threatens to upend the established world order.
30 January 2025

Joanna Tano

Head of Research, Europe, Real Estate (EMEA)

UK Real Estate: Talking Points January 2025

Welcome to our quarterly snapshot of current real estate market trends.
28 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.
27 January 2025

Steven Bell

Chief Economist, EMEA

The coming plunge in energy prices for the UK and Europe

High energy prices have been a major drag on the economies of the UK and rest of Europe ever since the Russian invasion of Ukraine.
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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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