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Insights

In Credit Weekly Snapshot – January 2025

Long rally runnin’

Key markets overview

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In Credit Weekly Snapshot – 27 January 2025

A misdiagnosis of crisis

Key markets overview

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In Credit Weekly Snapshot – 20 January 2025

UK decay?

Key markets overview

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In Credit Weekly Snapshot – 13 January 2025

Exit music (for a year)

Key markets overview

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In Credit Weekly Snapshot – 6 January 2025

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After an intense first half, financial markets appear to be entering a more measured phase.
Explore Pyrford's Q2 2026 market outlook, analysing the AI investment boom, hyperscaler capex, AI monetisation trends, data centre constraints, US dollar strength, inflation risks and global economic developments.
AI is reinforcing prime office demand in the short term, but the bigger question is whether productivity gains will ultimately limit hiring and space needs.
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Important Information

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.

Verwandte Beiträge

2 Juli 2026

Guillaume Langellier

Senior Credit Research Analyst

Should investment grade prime office landlords worry about AI?

AI is reinforcing prime office demand in the short term, but the bigger question is whether productivity gains will ultimately limit hiring and space needs.
30 Juni 2026

In Credit Weekly Snapshot – The tied is high

Events in the Middle East continue to influence economic policy, with central banks revisiting future rate moves as the oil price returns to pre-conflict levels.
24 Juni 2026

In Credit Weekly Snapshot – What’s new pussycat?

Larry the long-serving 10 Downing Street cat is set to welcome yet another UK prime minister, the seventh in a decade. Elsewhere, there was a repricing of interest rate risk on hawkish noises from central banks.
6 Juli 2026

Anthony Willis

Senior Economist, Multi-Asset Solutions team

Market Perspectives: Playing for time

After an intense first half, financial markets appear to be entering a more measured phase.
6 Juli 2026

Luke Casey

Senior Client Portfolio Manager, Head of Client Strategy

Pyrspectives - Is it a bubble?

Explore Pyrford's Q2 2026 market outlook, analysing the AI investment boom, hyperscaler capex, AI monetisation trends, data centre constraints, US dollar strength, inflation risks and global economic developments.
2 Juli 2026

Guillaume Langellier

Senior Credit Research Analyst

Should investment grade prime office landlords worry about AI?

AI is reinforcing prime office demand in the short term, but the bigger question is whether productivity gains will ultimately limit hiring and space needs.

Important Information

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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