Insights
December 2025
Equity
European rally set to continue and performance broaden out
European rally set to continue and performance broaden out
Improvements have been driven by banks and defence, and these may continue to perform, but as earnings growth rises in 2026 we expect performance to deepen.
December 2025
Equity
European rally set to continue and performance broaden out
European rally set to continue and performance broaden out
Improvements have been driven by banks and defence, and these may continue to perform, but as earnings growth rises in 2026 we expect performance to deepen.
3 December 2025
Equity
European rally set to continue and performance broaden out
European rally set to continue and performance broaden out
Improvements have been driven by banks and defence, and these may continue to perform, but as earnings growth rises in 2026 we expect performance to deepen.
3 December 2025
Fixed income
LDI focus: Diversification benefits of US securitised credit
LDI focus: Diversification benefits of US securitised credit
US securitised assets offer diversification benefits in a marketplace that offers attractive yields for its high-quality nature. When blended into LDI portfolios there is opportunity to enhance collateral waterfall resilience while improving risk/return dynamics.
2 December 2025
Fixed income
In Credit Weekly Snapshot – Tired of waiting for you
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 December 2025
Multi-Asset
Multi asset
Weekly Perspectives: Can we now move on from the UK budget?
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?
27 November 2025
Real Estate
Real estate is back
Real estate is back
Discover why European real estate is entering a new growth phase.
25 November 2025
Fixed income
In Credit Weekly Snapshot – Tiptoe through the tulips
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
Multi-Asset
Multi asset
Weekly Perspectives: Will this week’s Budget fix the UK?
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
Fixed income
2026 Fixed Income Outlook: Seizing opportunities in a rate-cutting cycle
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
Multi-Asset
Has QT pushed up gilt yields? Yes ... and more than the BoE would admit
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.
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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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