Insights

Oktober 2026
Multi-Asset

Asset Allocation update - Q4 2026

Economies and financial markets remain resilient despite heightened inflation risks. These are shaping central bank policy and interest-rate expectations, pushing bond yields to levels not seen since before the global financial crisis.
Read more
Oktober 2026
Multi-Asset

Asset Allocation update - Q4 2026

Economies and financial markets remain resilient despite heightened inflation risks. These are shaping central bank policy and interest-rate expectations, pushing bond yields to levels not seen since before the global financial crisis.
Read more

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15 Oktober 2026
Multi-Asset

Asset Allocation update - Q4 2026

Economies and financial markets remain resilient despite heightened inflation risks. These are shaping central bank policy and interest-rate expectations, pushing bond yields to levels not seen since before the global financial crisis.
Weiterlesen
15 Oktober 2026
Alternative Anlagen

The case for UK retail parks

Retail parks are uniquely positioned at the intersection of three structural forces: value-oriented consumer behaviour, demand for convenience, and a constrained supply pipeline. We assess the outlook for one of the UK’s most structurally supported real estate sub-sectors.
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15 Oktober 2026
Multi-Asset

Senior Client Portfolio Manager, Head of Client Strategy

Pyrspectives - Profits are at record highs - Are markets too optimistic?

Explore Pyrford's Q3 2026 investment outlook covering bond yields, equity valuations, corporate profits and market risks.
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13 Oktober 2026
Festverzinsliche Anlagen

In Credit Weekly Snapshot – The real thing

Inflation continues to influence government finances, with UK real yields nearing 2%, their highest level since 2008, and US real yields approaching 3%.
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12 Oktober 2026
Multi-Asset

Senior Economist, Multi-Asset Solutions team

Market Perspectives: Why is oil stuck at $100/barrel?

Oil markets have received some comparatively encouraging signals from the Middle East, but the improvement in physical supply has yet to translate into a decisive fall in prices.
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7 Oktober 2026
Aktien

US Fixed Income Utilities Analyst

Senior Thematic Investment Analyst

AI data centres: Powering through the constraints

Artificial intelligence (AI) is driving one of the largest infrastructure investment cycles in decades. But converting billions of dollars of planned spending into operating data centres will depend on more than access to electricity.
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6 Oktober 2026
Festverzinsliche Anlagen

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.
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5 Oktober 2026
Multi-Asset

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.
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5 Oktober 2026
Aktien

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.
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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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