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In Credit Weekly Snapshot – January 2025

Long rally runnin’

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Exit music (for a year)

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Events in the Middle East mean uncertainty for financial markets. That said, moves remain relatively modest. The S&P 500 stands around 5% lower.
There seems to be no easy way out of the Iran war, as the ongoing closure of the crucial seaway continues to impact prices and economies around the world. Read on for a breakdown of fixed income news across sectors and regions.
Despite the significant policy and geopolitical uncertainty, the investment case for US small caps remains intact.
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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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Despite the significant policy and geopolitical uncertainty, the investment case for US small caps remains intact.

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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