Insights

July 2025
Equity

Simon Morton-Grant

Client Portfolio Manager

Daisuke Nomoto

Global Head of Japanese Equities

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.
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July 2025
Equity

Simon Morton-Grant

Client Portfolio Manager

Daisuke Nomoto

Global Head of Japanese Equities

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.
Read more

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14 July 2025
Equity

Simon Morton-Grant

Client Portfolio Manager

Daisuke Nomoto

Global Head of Japanese Equities

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.
Read more
14 July 2025
Multi-Asset
Multi asset

Anthony Willis

Senior Economist

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.
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10 July 2025
Global investment solutions
LDI

Rosa Fenwick

Head of LDI Implementation

Q2 2025 repo update

How geopolitical shifts and policies are shaping market dynamics.
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9 July 2025
Fixed income

Fixed Income Desk

In Credit - Weekly Snapshot

In Credit Weekly Snapshot – July 2025

Our fixed income team provide their weekly snapshot of market events.
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8 July 2025
Multi-Asset
Multi asset

Anthony Willis

Senior Economist

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.
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1 July 2025
Fixed income

Fixed Income Desk

In Credit - Weekly Snapshot

In Credit Weekly Snapshot – June 2025

Our fixed income team provide their weekly snapshot of market events.
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1 July 2025
Equity

Joe Horrocks-Taylor

Vice President, Sustainable Research

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.
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30 June 2025
Multi-Asset
Multi asset

Anthony Willis

Senior Economist

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.
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27 June 2025
Equity

Tiffany Wade

Senior Portfolio Manager

David Egan

Senior Research Analyst

David Goodman

Senior Research Analyst

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.
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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.

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