Insights

May 2025
Equity

Francis Ellison

Client Portfolio Manager

Frederic Jeanmaire

Portfolio Manager

Why the time is ripe for Europe

With the global economy shifting, the case for European equities is stronger than it has been in years. We look at the opportunity, why stock selection will be key to success, and why quality will win out.
Read more
May 2025
Equity

Francis Ellison

Client Portfolio Manager

Frederic Jeanmaire

Portfolio Manager

Why the time is ripe for Europe

With the global economy shifting, the case for European equities is stronger than it has been in years. We look at the opportunity, why stock selection will be key to success, and why quality will win out.
Read more

All insights

Filter insights

Filter Open filters
1 May 2025
Equity

Francis Ellison

Client Portfolio Manager

Frederic Jeanmaire

Portfolio Manager

Why the time is ripe for Europe

With the global economy shifting, the case for European equities is stronger than it has been in years. We look at the opportunity, why stock selection will be key to success, and why quality will win out.
Read more
28 April 2025
Fixed income

Fixed Income Desk

In Credit - Weekly Snapshot

In Credit Weekly Snapshot – April 2025

Our fixed income team provide their weekly snapshot of market events.
Read more
28 April 2025
Multi-Asset
Multi asset

Anthony Willis

Senior Economist

Will empty shelves in the US force further pragmatism around trade?

With signs of pragmatism emerging from the White House we have seen calmer conditions in financial markets.
Read more
24 April 2025
Alternatives

Joanna Tano

Head of Research, Europe, Real Estate (EMEA)

UK Real Estate: Talking Points April 2025

Welcome to our quarterly snapshot of current real estate market trends.
Read more
22 April 2025
Multi-Asset
Multi asset

Anthony Willis

Senior Economist

Is the US heading for a self-inflicted recession?

The tariff uncertainty continues, and equity, bond and currency markets remain volatile.
Read more
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.
Read more
15 April 2025
Fixed income

Gary Smith

Client Portfolio Manager, 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?
Read more
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.
Read more
9 April 2025
Fixed income

David Oliphant

Executive Director, 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.
Read more
1 2 3 …

Filter insights on this page

Capabilities
Media type
Themes
Regions

Capabilities

Media type

Themes

Regions

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.

You may also like

About us

Millions of people around the world rely on Columbia Threadneedle Investments to manage their money. We look after investments for individual investors, financial advisers and wealth managers, as well as insurance firms, pension funds and other institutions.
Read more

Our funds

Columbia Threadneedle Investments has a comprehensive range of investment funds catering for a broad range of objectives.

Read more

Our capabilities

We offer a broad range of actively managed investment strategies and solutions covering global, regional and domestic markets and asset classes.

Read more