Insights

Oktober 2026

In Credit Weekly Snapshot – One night in Bangkok

Geopolitics remain a key market concern, despite being hard to measure, with tensions feeding through to oil prices, inflation concerns and bond markets.
Oktober 2026

In Credit Weekly Snapshot – One night in Bangkok

Geopolitics remain a key market concern, despite being hard to measure, with tensions feeding through to oil prices, inflation concerns and bond markets.

Insights filtern

20 Oktober 2026

In Credit Weekly Snapshot – One night in Bangkok

Geopolitics remain a key market concern, despite being hard to measure, with tensions feeding through to oil prices, inflation concerns and bond markets.
20 Oktober 2026

Senior Credit Analyst

AI bond supply: Why the market can absorb the coming wave

Strong demand, robust issuer fundamentals and clearer communication should help the market absorb the expected surge in artificial intelligence-related bond issuance.
20 Oktober 2026

Global Head of Research

Global Head, Responsible Investment

Our approach to system-level stewardship

Discover how system-level stewardship helps investors address systemic risks through engagement with policymakers, regulators and market standards.
16 Oktober 2026

Global Head of LDI

Q3 2026 repo update

Higher-for-longer rate expectations and geopolitical tensions shaped UK LDI funding markets in Q3, while resilient repo liquidity, rising year-end costs and broader funding options kept flexibility firmly in focus.
15 Oktober 2026

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.
15 Oktober 2026

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.
15 Oktober 2026

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.
13 Oktober 2026

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%.
12 Oktober 2026

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.

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.

Das könnte Ihnen auch gefallen

Über uns

Millionen von Menschen in aller Welt haben Columbia Threadneedle Investments ihr Anlagevermögen anvertraut. Wir betreuen Gelder für private Investoren, Finanzberater, Vermögensverwalter und Versicherungsgesellschaften, Pensionsfonds und andere Institutionen.

Fonds

Columbia Threadneedle Investments bietet eine umfangreiche Palette von Investmentfonds an, die eine Vielzahl von Anlagezielen abdeckt.

Anlagekapazitäten

Wir bieten eine breite Palette aktiv verwalteter Anlagestrategien und -lösungen, die globale, regionale und lokale Märkte und Anlageklassen abdecken.