Insights

May 2025

Anthony Willis

Senior Economist

Weekly Bulletin: If US tariffs are now ‘illegal’, will they ever be imposed?

This week saw yet more tariff news, with a court ruling calling into question the legal basis for the majority of tariffs imposed since President Trump returned to the White House.
May 2025

Anthony Willis

Senior Economist

Weekly Bulletin: If US tariffs are now ‘illegal’, will they ever be imposed?

This week saw yet more tariff news, with a court ruling calling into question the legal basis for the majority of tariffs imposed since President Trump returned to the White House.

Filter insights

30 May 2025

Anthony Willis

Senior Economist

Weekly Bulletin: If US tariffs are now ‘illegal’, will they ever be imposed?

This week saw yet more tariff news, with a court ruling calling into question the legal basis for the majority of tariffs imposed since President Trump returned to the White House.
29 May 2025

Simon Morton-Grant

Client Portfolio Manager

Japan: A timely opportunity to seize long-term potential

Is Japan’s positive investment story intact? We discuss market events, how we’re upgrading quality at attractive valuations and the outlook from here.
29 May 2025

Asset Allocation Update - May 2025

Tariffs dominating headlines – but deals have been made.
28 May 2025

Anthony Willis

Senior Economist

Market Perspectives: US ’AAA’ no more … but does it matter?

The past week has seen the new federal budget making the headlines, as Republicans try to agree on a deal that will pass through Congress without Democrat support.
27 May 2025

Active matters

Exploring the potential benefits of active management and how we have adjusted our CT Universal MAP portfolios in a fast-moving world.
22 May 2025

Paul Doyle

Head of Large Cap European Equities

European equities: resilience amid global trade tariff turmoil

Deeper integration within the EU, more focus on competitiveness and reduced internal trade barriers may make for stronger long-run equity performance.
20 May 2025

Fixed Income Desk

In Credit - Weekly Snapshot

In Credit Weekly Snapshot – May 2025

Our fixed income team provide their weekly snapshot of market events.
19 May 2025

Anthony Willis

Senior Economist

Macro Perspectives: What now after the recovery in equity markets?

Despite the recovery in equities, the US dollar is weaker and US Treasury yields have increased.
16 May 2025

Paul Smillie

Senior Credit Analyst, Investment Grade

China: Don’t count on a big stimulus package this time

With delinquent loans from the global financial crisis still sitting on its books, we don’t think the conditions are right for China to repeat its stimulus trick for a third time.
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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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