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In Credit Weekly Snapshot – March 2025

A lack of confidence

Key markets overview

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In Credit Weekly Snapshot – 3 March 2025

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Aktuelle Beiträge

Why pension schemes need to consider this under-discussed – and important – factor when structuring their LDI portfolio frameworks.
Low inflation and falling interest rates make risk assets attractive, especially in the US. But should investors be worried about how much good news is priced in?
Move beyond the headline noise to assess the investment implications.
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In Credit Weekly Snapshot – March 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.

Verwandte Beiträge

4 März 2025

Michael Laskin

Senior Analyst, Fixed Income

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Watch the US dollar and Treasury yields to understand the potential effects of tariffs

Move beyond the headline noise to assess the investment implications.
25 Februar 2025

Fixed Income Desk

In Credit - Weekly Snapshot

In Credit Weekly Snapshot – February 2025

Our fixed income team provide their weekly snapshot of market events.
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Gary Smith

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Shared BRICS money: basket currency or basket case?

There has been speculation that a desire to avoid using the US dollar might encourage the BRICS nations to adopt a gold-backed currency. But there are several questions to ask about such a proposal.
6 März 2025

Adil Gulamali

Client Director, UK Institutional

Simon Bentley

Managing Director, Head of UK Solutions Client Portfolio Management

LDI differentiator: the holding of third-party funds

Why pension schemes need to consider this under-discussed – and important – factor when structuring their LDI portfolio frameworks.
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Steven Bell

Chief Economist, EMEA

What’s next for markets?

Low inflation and falling interest rates make risk assets attractive, especially in the US. But should investors be worried about how much good news is priced in?
4 März 2025

Michael Laskin

Senior Analyst, Fixed Income

Michael Guttag

Senior Equity Portfolio Manager

Watch the US dollar and Treasury yields to understand the potential effects of tariffs

Move beyond the headline noise to assess the investment implications.

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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