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In Credit Weekly Snapshot – November 2024

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In Credit Weekly Snapshot – 4 November 2024

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Aktuelle Beiträge

Despite political alarums jolting markets; regulatory change, political news-flow or war-mongering rhetoric; overall the impact on markets has been relatively benign.
2026 has thus far seen geopolitical events, from Venezuela and Iran to Greenland, attracting attention. Headlines about tariffs and questions over the independence of the US Federal Reserve have continued. Still, financial markets remain resilient.
Competition for capital is heating up. Persistent government deficits combined with a long overdue acceleration in corporate capex means bond markets face a wave of new supply. Is this a risk or opportunity?
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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.

Verwandte Beiträge

18 Februar 2026

Luke Copley

Client Portfolio Manager, Fixed Income

2026 credit thoughts – here comes the capex …

Competition for capital is heating up. Persistent government deficits combined with a long overdue acceleration in corporate capex means bond markets face a wave of new supply. Is this a risk or opportunity?
17 Februar 2026

In Credit Weekly Snapshot – Stuck in the middle with you

Core government bond markets are onlookers as equity markets are buffeted by AI uncertainty, with the US 10-year Treasury range-bound.
10 Februar 2026

In Credit Weekly Snapshot – Slow dancing in a burning room

The US dollar has hit a post-2022 low and some countries are reducing their exposure.
20 Februar 2026

Rosa Fenwick

Head of LDI Implementation

LDI market review and outlook – January 2026, Political risk to the fore

Despite political alarums jolting markets; regulatory change, political news-flow or war-mongering rhetoric; overall the impact on markets has been relatively benign.
20 Februar 2026

Asset Allocation update - February 2026

2026 has thus far seen geopolitical events, from Venezuela and Iran to Greenland, attracting attention. Headlines about tariffs and questions over the independence of the US Federal Reserve have continued. Still, financial markets remain resilient.
18 Februar 2026

Luke Copley

Client Portfolio Manager, Fixed Income

2026 credit thoughts – here comes the capex …

Competition for capital is heating up. Persistent government deficits combined with a long overdue acceleration in corporate capex means bond markets face a wave of new supply. Is this a risk or opportunity?

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.

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