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29 July 2026
Alternatives
UK Real Estate: Talking Points July 2026
UK Real Estate: Talking Points July 2026
Welcome to our concise quarterly snapshot of current real estate market trends.
28 July 2026
Fixed income
In Credit Weekly Snapshot – Get Off of My Cloud
In Credit Weekly Snapshot – Get Off of My Cloud
As hyperscalers remain locked in an AI-funding arms race, are we seeing signs
of indigestion in credit markets?
28 July 2026
Multi-Asset
Market Perspectives: Tipping point?
Market Perspectives: Tipping point?
The coming week may turn out to be a tipping point for markets over the summer, as investors assess key developments in monetary policy, corporate earnings and geopolitics.
23 July 2026
Responsible investment
Security, supply and the energy transition
Security, supply and the energy transition
Geopolitical shocks have reframed the energy transition as a question of security as well as climate. As governments seek more resilient, affordable energy systems, long-term investors can find opportunities in the infrastructure powering the shift.
22 July 2026
Multi-Asset
Asset Allocation update - Q3 2026
Asset Allocation update - Q3 2026
Hopes of a swift resolution to the conflict in the Middle East are being challenged by recent events. We have once again seen the ‘closure’ of the Strait of Hormuz by Iran and a blockade of Iranian shipping reinstated by the US.
22 July 2026
Equity
Europe’s industrial revolution brings new growth opportunities
Europe’s industrial revolution brings new growth opportunities
Europe is at a pivot point, caught between geopolitical uncertainties, industrial change and an inversion of the sources of growth. Behind this volatility lies deep structural change.
21 July 2026
Fixed income
In Credit Weekly Snapshot – London calling
In Credit Weekly Snapshot – London calling
As Andy Burnham swaps being Mayor of Manchester for UK Prime Minister,
how much fiscal wiggle room does he actually have?
20 July 2026
Multi-Asset
Market Perspectives: A(nother) new dawn for the UK
Market Perspectives: A(nother) new dawn for the UK
The UK has a new prime minister – its seventh in just over a decade – and another opportunity to reset the country’s economic narrative.
20 July 2026
Global investment solutions
Q2 2026 repo update
Q2 2026 repo update
The Iran conflict and the impact of the closure of the Strait of Hormuz on energy prices dominated the second quarter.
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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.
