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Insights

In Credit Weekly Snapshot – November 2024

A tale of two economies

Key markets overview

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In Credit Weekly Snapshot – 25 November 2024

The times they are a-changin’

Key markets overview

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In Credit Weekly Snapshot – 18 November 2024

The winner takes it all

Key markets overview

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In Credit Weekly Snapshot –11 November 2024

A little anarchy in the UK

Key markets overview

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In Credit Weekly Snapshot – 4 November 2024

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Aktuelle Beiträge

Bond markets are moving to a beat that equity markets have yet to hear. The MOVE Index has surged while the VIX remains near its lows – a divergence that has historically preceded broader risk repricing.
With inflation sticky, interest rates rising and volatility elevated, investors could consider short-term European high yield in order to stay invested while reducing exposure to duration risk.
Government bond yields are rising again – but this is not simply a repeat of 2022. We consider what fiscal pressures, inflation uncertainty and higher borrowing costs could mean for bonds, equities and portfolio positioning.
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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

6 Oktober 2026

In Credit Weekly Snapshot – Move it

Bond markets are moving to a beat that equity markets have yet to hear. The MOVE Index has surged while the VIX remains near its lows – a divergence that has historically preceded broader risk repricing.
6 Oktober 2026

Senior Portfolio Manager & Head of Sustainable Investment Strategy, Fixed Income

Navigating the rate repricing: European short-term high yield

With inflation sticky, interest rates rising and volatility elevated, investors could consider short-term European high yield in order to stay invested while reducing exposure to duration risk.
5 Oktober 2026

Artificial intelligence: implications for the economy and equity and fixed income markets

Artificial intelligence has moved from a narrow technology theme to a broad investment, productivity and financing cycle that will impact almost every aspect of financial markets.
6 Oktober 2026

In Credit Weekly Snapshot – Move it

Bond markets are moving to a beat that equity markets have yet to hear. The MOVE Index has surged while the VIX remains near its lows – a divergence that has historically preceded broader risk repricing.
6 Oktober 2026

Senior Portfolio Manager & Head of Sustainable Investment Strategy, Fixed Income

Navigating the rate repricing: European short-term high yield

With inflation sticky, interest rates rising and volatility elevated, investors could consider short-term European high yield in order to stay invested while reducing exposure to duration risk.
5 Oktober 2026

Senior Economist, Multi-Asset Solutions team

Market Perspectives: Déjà vu – another bond sequel

Government bond yields are rising again – but this is not simply a repeat of 2022. We consider what fiscal pressures, inflation uncertainty and higher borrowing costs could mean for bonds, equities and portfolio positioning.

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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