Insights

April 2025

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.
April 2025

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.

All insights

Filter insights

4 April 2025

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

Gary Smith

Client Portfolio Manager, 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.
4 April 2025

Anthony Willis

Investment Manager

Multi-Manager Perspectives: Is a global trade war now inevitable?

It has been a week completely dominated by the build up to and fallout from President Trump’s long-awaited speech on “reciprocal tariffs”.
3 April 2025

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.
2 April 2025

Steven Bell

Chief Economist, EMEA

Tariff turmoil, German rearmament: where will it all end?

Despite geopolitical uncertainty, we expect the global economy to remain resilient. Europe’s economy could beat expectations, and we are broadly positive on equities.
1 April 2025

Fixed Income Desk

In Credit - Weekly Snapshot

In Credit Weekly Snapshot – March 2025

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

Steven Bell

Chief Economist, EMEA

Passing the baton

Ahead of Steven Bell’s looming retirement we are pleased to introduce Anthony Willis, Senior Economist, as the new host of our weekly Market Perspectives video.
28 March 2025

Anthony Willis

Investment Manager

Multi-Manager Perspectives: The Chancellor buys some time, but the UK outlook remains grim

The market mood started out a little more positive this week, with US equities continuing to rally from their lows earlier this month.
24 March 2025

Steven Bell

Chief Economist, EMEA

Are the UK public finances doomed?

Later this week the UK Chancellor, Rachel Reeves, will present her Spring Statement, which includes a fiscal outlook and public spending plan.
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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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