Insights
November 2025
Alternatives
Why global real estate securities and why now
Why global real estate securities and why now
Interest in global real estate securities (GRES) is increasing – an understandable trend when one considers the potential benefits afforded by their inclusion in a broader portfolio.
November 2025
Alternatives
Why global real estate securities and why now
Why global real estate securities and why now
Interest in global real estate securities (GRES) is increasing – an understandable trend when one considers the potential benefits afforded by their inclusion in a broader portfolio.
13 November 2025
Alternatives
Why global real estate securities and why now
Why global real estate securities and why now
Interest in global real estate securities (GRES) is increasing – an understandable trend when one considers the potential benefits afforded by their inclusion in a broader portfolio.
13 November 2025
Alternatives
UK Real Estate: Talking Points October 2025
UK Real Estate: Talking Points October 2025
Welcome to our quarterly snapshot of current real estate market trends.
12 November 2025
Global investment solutions
LDI
LDI market review and outlook – October 2025, where next for central banks?
LDI market review and outlook – October 2025, where next for central banks?
Tariffs have largely faded into the background as central bank activity and fiscal sustainability concerns came to the fore. We review recent developments and explore what’s next.
11 November 2025
Fixed income
In Credit Weekly Snapshot – Let’s go ‘round again
In Credit Weekly Snapshot – Let’s go ‘round again
Are we approaching the end of a rate cutting cycle? There does appear to be a dampening of several key themes, reflected in the dollar finally plateauing a little after a tumultuous 12 months. Read our weekly snapshot of global fixed income markets.
11 November 2025
2026 Macroeconomic Outlook: Treading a finer line
2026 Macroeconomic Outlook: Treading a finer line
Resilient growth and rising markets mask underlying structural tensions – the risks of a misstep are accumulating. We assess the balance for investors.
10 November 2025
Multi-Asset
Multi asset
Weekly Perspectives: Looking through the mist
Weekly Perspectives: Looking through the mist
It appears the US government is poised to reopen, with a vote in Congress over the weekend the first step towards this happening.
7 November 2025
Fixed income
UK autumn budget preview: the big gilt trip
UK autumn budget preview: the big gilt trip
We set out three potential scenarios the chancellor could follow as she attempts to balance the books, and what each might do to bond yields and markets.
6 November 2025
Equity
The resurgence of financial deregulation: implications for markets and investors
The resurgence of financial deregulation: implications for markets and investors
Financial deregulation has re-emerged as a significant theme, creating new opportunities but reopening familiar vulnerabilities
4 November 2025
Fixed income
In Credit Weekly Snapshot – A solid bond in your heart
In Credit Weekly Snapshot – A solid bond in your heart
With the UK budget looming, gilts rallied through October – helped somewhat by an interest rate cut. There were also rate moves elsewhere, with the US and Canada cutting, while Japan and the ECB kept things on hold. Read our weekly snapshot of global fixed income markets.
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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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