Insights

June 2025

Anthony Willis

Senior Economist

Market perspectives: Can the UK find more fiscal headroom without upsetting bond markets?

The UK’s public finances are once again in focus with the departmental spending review taking place this week.
June 2025

Anthony Willis

Senior Economist

Market perspectives: Can the UK find more fiscal headroom without upsetting bond markets?

The UK’s public finances are once again in focus with the departmental spending review taking place this week.

Filter insights

9 June 2025

Anthony Willis

Senior Economist

Market perspectives: Can the UK find more fiscal headroom without upsetting bond markets?

The UK’s public finances are once again in focus with the departmental spending review taking place this week.
3 June 2025

Fixed Income Desk

In Credit - Weekly Snapshot

In Credit Weekly Snapshot – June 2025

Our fixed income team provide their weekly snapshot of market events.
3 June 2025

William Davies

Global Chief Investment Officer

Midyear macro outlook: A new dawn of uncertainty

Geopolitical tensions, tariff uncertainty and global economic slowdown look set to define the second half of 2025.
2 June 2025

Anthony Willis

Senior Economist

Market perspectives: Don’t get too excited, tariffs are not going away

We have seen another big week of news with a court ruling calling into question the legal basis for many tariffs imposed since President Trump returned to the White House.
2 June 2025

Discover 25 years of reo® leadership

Explore how reo® has shaped corporate behaviour and achieved over 5,170 milestones through engagement with 6,454 companies since 2000.
30 May 2025

Adil Gulamali

Client Director, UK Institutional

Guy Bottomley

LDI Client Portfolio Manager

LDI differentiator: the benefits of an integrated solution with credit

In this article we are shifting our focus to discuss the benefits of an integrated solution of holding investment grade credit with the LDI manager.
29 May 2025

Simon Morton-Grant

Client Portfolio Manager

Japan: A timely opportunity to seize long-term potential

Is Japan’s positive investment story intact? We discuss market events, how we’re upgrading quality at attractive valuations and the outlook from here.
29 May 2025

Asset Allocation update - May 2025

Tariffs dominating headlines - but deals have been made.
28 May 2025

Anthony Willis

Senior Economist

Market Perspectives: US ’AAA’ no more … but does it matter?

The past week has seen the new federal budget making the headlines, as Republicans try to agree on a deal that will pass through Congress without Democrat support.
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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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