Insights

Dezember 2025

In Credit Weekly Snapshot – Tired of waiting for you

The European Central Bank is contending with increased fiscal spending and a massive shift in the Dutch pension system, leaving markets seeking clarity. Read on for a breakdown of fixed income news across sectors and regions.
Dezember 2025

In Credit Weekly Snapshot – Tired of waiting for you

The European Central Bank is contending with increased fiscal spending and a massive shift in the Dutch pension system, leaving markets seeking clarity. Read on for a breakdown of fixed income news across sectors and regions.

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2 Dezember 2025

In Credit Weekly Snapshot – Tired of waiting for you

The European Central Bank is contending with increased fiscal spending and a massive shift in the Dutch pension system, leaving markets seeking clarity. Read on for a breakdown of fixed income news across sectors and regions.
1 Dezember 2025

Anthony Willis

Senior Economist, Multi-Asset Solutions team

Weekly Perspectives: Can we now move on from the UK budget?

Chancellor Rachel Reeves achieved her budgetary goals: – the OBR is happy, markets are calm, and Labour backbenchers are content. But is that good enough?
25 November 2025

In Credit Weekly Snapshot – Tiptoe through the tulips

Is 21st century crypto akin to 17th century Holland? Are we seeing the madness of digital crowds? The Bitcoin price could suggest so. Elsewhere, government bond yields are tracking down in anticipation of further monetary policy easing. Read on for a breakdown of fixed income news across sectors and regions.
24 November 2025

Anthony Willis

Senior Economist, Multi-Asset Solutions team

Weekly Perspectives: Will this week’s Budget fix the UK?

This week we focus on Wednesday’s UK Budget. The date was announced back on 4 September and that feels like a long time ago.
20 November 2025

Ed Al-Hussainy

Portfolio Manager

Gene Tannuzzo

Global Head of Fixed Income

Ausblick 2026 für festverzinsliche Wertpapiere: Chancen in einem Zinssenkungszyklus nutzen

Anleger in festverzinslichen Anlagen sind mit fallenden Zinsen, engen Spreads und einem fragilen Arbeitsmarkt konfrontiert. Das Playbook erfordert, Renditen festzuschreiben und die Duration zu steuern, während man bei der Kreditqualität wachsam bleibt.
20 November 2025

Gene Tannuzzo

Global Head of Fixed income

Ed Al-Hussainy

Portfolio Manager

2026 Fixed Income Outlook: Seizing opportunities in a rate-cutting cycle

Fixed-income investors face falling rates, tight spreads and a fragile labour market. The playbook requires locking in yield and managing duration, while staying vigilant on credit quality.
19 November 2025

Christopher Mahon

Head of Dynamic Real Return, Multi-asset

Has QT pushed up gilt yields? Yes ... and more than the BoE would admit

The Bank has been selling bonds accumulated during quantitative easing. We look at the figures to see just how much prices have been affected.
19 November 2025

Natalia Luna

Senior Investment Analyst, Sustainability Research

Vicki Bakhshi

Director, Responsible Investment

Evaluating the impact of the energy transition: Our systematic view of risks and opportunities

The energy transition is a global megatrend set to drive capital flows for decades to come. In a complex and fragmented political and policy environment, investors to understand the underlying economics.
18 November 2025

In Credit Weekly Snapshot – Top of the world

From the relationship between democracy scores and flagpole height, to government bond yields and budget machinations, it was a busy week in fixed income. Read on for a roundup of news across sectors and regions.
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Wichtige informationen

Das hier zugrundeliegende Research und die Analysen sind von Columbia Threadneedle Investments für die eigenen Investmentaktivitäten erstellt worden. Aufgrund dieser sind möglicherweise bereits Entscheidungen noch vor dieser Publikation getroffen worden. Die Veröffentlichung zum jetzigen Zeitpunkt geschieht zufällig. Aus externen Quellen bezogene Informationen werden zwar als glaubwürdig angesehen, für ihren Wahrheitsgehalt und ihre Vollständigkeit kann jedoch keine Garantie übernommen werden. Alle enthaltenen Meinungsäußerungen entsprechen dem Stand zum Zeitpunkt der Veröffentlichung, können jedoch ohne Benachrichtigung geändert werden.

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