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Market Perspectives: Is the US-China trade war over already?
Market Perspectives: Is the US-China trade war over already?
12 May 2025
We have seen a positive outcome from trade talks between the US and China over the weekend, and while there was an expectation that we would see some progress, the reduction in tariffs has surprised to the upside.
Mythbusters: why the bad press around UK stocks doesn’t stack up
Mythbusters: why the bad press around UK stocks doesn’t stack up
7 May 2025
From valuations and the make-up of the index to perceived US superiority and mistaking the UK economy as a proxy for the equity market, many of these just don’t stand up to scrutiny. We debunk six myths in detail.
Market Perspectives: What do the first 100 days of Trump mean for the next 1,361?
Market Perspectives: What do the first 100 days of Trump mean for the next 1,361?
6 May 2025
The 30th April marked 100 days since President Trump took office, which is often a time to reflect on the achievements or otherwise of an incoming president.
Frederic Jeanmaire
Frederic Jeanmaire
1 May 2025
Why the time is ripe for Europe
Why the time is ripe for Europe
1 May 2025
With the global economy shifting, the case for European equities is stronger than it has been in years. We look at the opportunity, why stock selection will be key to success, and why quality will win out.
Stewardship Report
Stewardship Report
30 April 2025
Welcome to our 2024 Stewardship Report, which aims to demonstrate Columbia Threadneedle Investments’ commitment to the UK Stewardship Code, Taiwan Stewardship Code, Japan Stewardship Code and Korea Stewardship Code.
Will empty shelves in the US force further pragmatism around trade?
Will empty shelves in the US force further pragmatism around trade?
28 April 2025
With signs of pragmatism emerging from the White House we have seen calmer conditions in financial markets.
Is the US heading for a self-inflicted recession?
Is the US heading for a self-inflicted recession?
22 April 2025
The tariff uncertainty continues, and equity, bond and currency markets remain volatile.
Fixed income update: Bonds reclaim role as a volatility buffer
Fixed income update: Bonds reclaim role as a volatility buffer
17 April 2025
High-quality bonds are an important portfolio diversifier in uncertain markets.
Democracy in decline: the impact on financial markets
Democracy in decline: the impact on financial markets
15 April 2025
World leaders are getting older and global democracy scores are falling. What are the potential outcomes for global markets?
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Market Perspectives: Is the US-China trade war over already?
Market Perspectives: Is the US-China trade war over already?
12 May 2025
We have seen a positive outcome from trade talks between the US and China over the weekend, and while there was an expectation that we would see some progress, the reduction in tariffs has surprised to the upside.
Mythbusters: why the bad press around UK stocks doesn’t stack up
Mythbusters: why the bad press around UK stocks doesn’t stack up
7 May 2025
From valuations and the make-up of the index to perceived US superiority and mistaking the UK economy as a proxy for the equity market, many of these just don’t stand up to scrutiny. We debunk six myths in detail.
Market Perspectives: What do the first 100 days of Trump mean for the next 1,361?
Market Perspectives: What do the first 100 days of Trump mean for the next 1,361?
6 May 2025
The 30th April marked 100 days since President Trump took office, which is often a time to reflect on the achievements or otherwise of an incoming president.
Why the time is ripe for Europe
Why the time is ripe for Europe
1 May 2025
With the global economy shifting, the case for European equities is stronger than it has been in years. We look at the opportunity, why stock selection will be key to success, and why quality will win out.
Will empty shelves in the US force further pragmatism around trade?
Will empty shelves in the US force further pragmatism around trade?
28 April 2025
With signs of pragmatism emerging from the White House we have seen calmer conditions in financial markets.
Is the US heading for a self-inflicted recession?
Is the US heading for a self-inflicted recession?
22 April 2025
The tariff uncertainty continues, and equity, bond and currency markets remain volatile.
Fixed income update: Bonds reclaim role as a volatility buffer
Fixed income update: Bonds reclaim role as a volatility buffer
17 April 2025
High-quality bonds are an important portfolio diversifier in uncertain markets.
Democracy in decline: the impact on financial markets
Democracy in decline: the impact on financial markets
15 April 2025
World leaders are getting older and global democracy scores are falling. What are the potential outcomes for global markets?
Is the worst of the trade war already behind us?
Is the worst of the trade war already behind us?
14 April 2025
The focus is on tariffs and their impact on financial markets, including wild swings in equities and a dramatic sell-off in US Treasuries and the US dollar.
Tariffs and credit markets
Tariffs and credit markets
9 April 2025
In the US, the Trump administration’s imposition of tariffs on imports from trading partners across the world has seen markets plunge. Here is what we are thinking as a credit desk and how we are approaching portfolios.