Insights

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%.
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%.

Insights filtern

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.
7 Oktober 2026

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.
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.
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.
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.
29 September 2026

In Credit Weekly Snapshot – Let’s dance

Oil prices and bond yields are once again moving in step, as inflation concerns keep both markets firmly in focus.
28 September 2026

Senior Economist, Multi-Asset Solutions team

Market Perspectives: What’s in store for Q4?

Four factors are likely to have an important bearing on financial markets in the fourth quarter of 2026: US politics, fiscal policy in the UK and France, developments involving Iran, and the corporate earnings outlook.
28 September 2026

Investment Grade Credit Research, Fixed Income

Data with destiny: Information services show structural resilience in the age of AI

Disruption fears look overdone – trusted data, regulation and embedded workflows should continue to support resilient information services credits.

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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