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Insights

CIO outlook: market volatility, oil and interest rates

Russia’s invasion of Ukraine has put markets on edge. With a high level of uncertainty and rising commodity prices, will central banks change their plans on rate increases?
22 März 2022
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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.

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Paul Doyle

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The bloc enters 2026 with better balance sheet health, savings and easing inflation, and Germany’s fiscal policy is a boost. With global earnings broadening, this represents a clear opportunity.
6 Februar 2026

Tiffany Wade

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Michael Guttag

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Ploughing ahead: AgTech cultivates improved returns and reduces environmental impacts

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Luke Copley

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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?
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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.
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Anthony Willis

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Market Perspectives: The Great Rotation… What’s going on with US equities?

This week we focus on US equities and a rotation in the market.
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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.

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