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In Credit Weekly Snapshot – January 2025

Long rally runnin’

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In Credit Weekly Snapshot – 27 January 2025

A misdiagnosis of crisis

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In Credit Weekly Snapshot – 20 January 2025

UK decay?

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In Credit Weekly Snapshot – 13 January 2025

Exit music (for a year)

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In Credit Weekly Snapshot – 6 January 2025

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High yield bonds combine improved credit quality with limited exposure to AI-driven disruption, setting them apart within levered credit.
Rising petrol prices will eventually feed into higher inflation, which is being reflected in the pricing of government bonds.
EM spreads are holding up well as energy route disruption from the Iran war continues, but differentiation is occurring across sovereign credits as investors reassess future risk.
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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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In Credit Weekly Snapshot – Pump it up (when you don’t really need it)

Rising petrol prices will eventually feed into higher inflation, which is being reflected in the pricing of government bonds.
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EM spreads are holding up well as energy route disruption from the Iran war continues, but differentiation is occurring across sovereign credits as investors reassess future risk.

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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