Insights

April 2025

Fixed income

Gene Tannuzzo

Global Head of Fixed Income

Fixed income update: Bonds reclaim role as a volatility buffer

High-quality bonds are an important portfolio diversifier in uncertain markets.

April 2025

Fixed income

Gene Tannuzzo

Global Head of Fixed Income

Fixed income update: Bonds reclaim role as a volatility buffer

High-quality bonds are an important portfolio diversifier in uncertain markets.

Filter insights

17 April 2025

Fixed income

Gene Tannuzzo

Global Head of Fixed Income

Fixed income update: Bonds reclaim role as a volatility buffer

High-quality bonds are an important portfolio diversifier in uncertain markets.

15 April 2025

Fixed income

fixed income

Democracy in decline: the impact on financial markets

World leaders are getting older and global democracy scores are falling. What are the potential outcomes for global markets?

14 April 2025

Fixed income

In Credit Weekly Snapshot – April 2025

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

14 April 2025

Multi-Asset

Multi asset

Anthony Willis

Senior Economist

Is the worst of the trade war already behind us?

The focus is on tariffs and their impact on financial markets, including wild swings in equities and a dramatic sell-off in US Treasuries and the US dollar.

9 April 2025

Fixed income

Tariffs and credit markets

In the US, the Trump administration’s imposition of tariffs on imports from trading partners across the world has seen markets plunge. Here is what we are thinking as a credit desk and how we are approaching portfolios.

7 April 2025

Multi-Asset

Anthony Willis

Senior Economist

How much uncertainty can markets stomach?

The tariffs are expected to significantly impact the global economy, potentially raising US inflation and reducing growth. Markets around the world have sold off sharply.

4 April 2025

Equity

David Egan

Senior Research Analyst

Dick Manuel

Senior Analyst, Equity Research

How artificial intelligence is reshaping financial services

AI is helping enhance efficiency, reduce costs and improve decision-making.

4 April 2025

Fixed income

Germany cuts the debt brakes with defence spending set to soar

The market reaction to European military defence plans has been enormous, with more volatility expected in bond yields, curves, cross-market spreads and currencies.

3 April 2025

Responsible investment

Equity

Natalia Luna

Senior Investment Analyst, Sustainability Research

Nuclear power(ing up) – opportunities for investors

We project that a powering up of the nuclear sector will result in a $550 billion investment opportunity over the next decade.

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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.