Insights
May 2025
Fixed income
China: Don’t count on a big stimulus package this time
China: Don’t count on a big stimulus package this time
With delinquent loans from the global financial crisis still sitting on its books, we don’t think the conditions are right for China to repeat its stimulus trick for a third time.
May 2025
Fixed income
China: Don’t count on a big stimulus package this time
China: Don’t count on a big stimulus package this time
With delinquent loans from the global financial crisis still sitting on its books, we don’t think the conditions are right for China to repeat its stimulus trick for a third time.
All insights
16 May 2025
Fixed income
China: Don’t count on a big stimulus package this time
China: Don’t count on a big stimulus package this time
With delinquent loans from the global financial crisis still sitting on its books, we don’t think the conditions are right for China to repeat its stimulus trick for a third time.
15 May 2025
Multi-Asset
CIO Market Pulse - Active investing in an environment of rapid policy shifts
CIO Market Pulse - Active investing in an environment of rapid policy shifts
Uncertainty around US trade tariffs has driven volatility higher. Against a fast-moving backdrop we argue the case for a considered approach to portfolio management.
13 May 2025
Fixed income
In Credit Weekly Snapshot – May 2025
In Credit Weekly Snapshot – May 2025
Our fixed income team provide their weekly snapshot of market events.
13 May 2025
Global investment solutions
LDI market review and outlook – May 2025, tariff worries burden expectations for global growth
LDI market review and outlook – May 2025, tariff worries burden expectations for global growth
The 47th (and 45th) President of the United States embarked upon a whirlwind of executive orders designed to protect the US from the depredations of its trading partners and to dive straight into his newly mandated agenda.
12 May 2025
Multi-Asset
Multi asset
Market Perspectives: Is the US-China trade war over already?
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 May 2025
Equity
Mythbusters: why the bad press around UK stocks doesn’t stack up
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 May 2025
Multi-Asset
Multi asset
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?
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.
1 May 2025
Equity
Why the time is ripe for Europe
Why the time is ripe for Europe
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.
28 April 2025
Fixed income
In Credit Weekly Snapshot – April 2025
In Credit Weekly Snapshot – April 2025
Our fixed income team provide their weekly snapshot of market events.
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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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