Insights

March 2025

Multi-Asset

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?

March 2025

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?

Filter insights

5 March 2025

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?

4 March 2025

Fixed income

In Credit Weekly Snapshot – March 2025

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

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.

25 February 2025

Fixed income

In Credit Weekly Snapshot – February 2025

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

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.

18 February 2025

Equity

Paul Doyle

Head of Europe ex-UK Equities

Europe’s year of two halves, while the US walks an inflation tightrope

Europe’s H1 margins will be under pressure, but the headwinds should blow through.

17 February 2025

Multi-Asset

Multi Asset

Steven Bell

Chief Economist, EMEA

Will the US push Europe and the UK into Recession?

US policy initiatives are coming thick and fast. Europe’s under pressure from proposed tariffs and US/Russia discussions around Ukraine have unsettled its leaders.

10 February 2025

Multi-Asset

Multi Asset

Steven Bell

Chief Economist, EMEA

Where to next for global interest rates?

The past two weeks have seen monetary policy meetings for the big four central banks in the developed world.

3 February 2025

Multi-Asset

Multi Asset

Steven Bell

Chief Economist, EMEA

Tariff turmoil

A possible trade war is upon us, and it threatens to upend the established world order.

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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.