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In Credit Weekly Snapshot – May 2025

Easing trade tensions, rising risk markets

Key markets overview

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In Credit Weekly Snapshot – 12 May 2025

Thèmes clés

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Our fixed income team provide their weekly snapshot of market events.
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.
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.
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In Credit Weekly Snapshot – May 2025

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.

Eclairages connexes

28 avril 2025

In Credit Weekly Snapshot – April 2025

Our fixed income team provide their weekly snapshot of market events.
9 avril 2025

Tariffs and credit markets

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.
1 avril 2025

In Credit Weekly Snapshot – March 2025

Our fixed income team provide their weekly snapshot of market events.
12 mai 2025

Anthony Willis

Senior Economist

Market Perspectives: Is the US-China trade war over already?

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.
7 mai 2025

Jeremy Smith

Head of UK Equities

Mythbusters: why the bad press around UK stocks doesn’t stack up

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.
6 mai 2025

Anthony Willis

Senior Economist

Market Perspectives: What do the first 100 days of Trump mean for the next 1,361?

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.

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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