Insights

March 2025
Global investment solutions

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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March 2025
Global investment solutions

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.
Read more

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6 March 2025
Global investment solutions

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.
Read more
5 March 2025
Multi-Asset
Multi-Asset

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?
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4 March 2025
Fixed income

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.
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4 March 2025
Fixed income

Fixed Income Desk

In Credit - Weekly Snapshot

In Credit Weekly Snapshot – March 2025

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

David Egan

Senior Research Analyst

DeepSeek: evolution, not revolution, in artificial intelligence

What is DeepSeek’s real impact on artificial intelligence, and what does it mean for investors?
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3 March 2025
Multi-Asset
Multi Asset

Steven Bell

Chief Economist, EMEA

Is the new President pushing the US into recession?

The economic numbers in the US have taken a decided turn for the worse recently. Consumer confidence has tumbled, consumer spending was weak in January and the closely watched composite purchasing managers’ index has fallen sharply.
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25 February 2025
Fixed income

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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24 February 2025
Fixed income

Gary Smith

Client Portfolio Manager, Fixed Income

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.
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24 February 2025
Multi-Asset
Multi Asset

Steven Bell

Chief Economist, EMEA

As UK inflation heads towards 4% are further rate cuts off the agenda?

UK inflation is on the up and CPI numbers for the year to January jumped to 3% from 2.5% the previous month. Energy prices will rise 5% in April and council taxes and water bills are also increasing.
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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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