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9 June 2026
Fixed income
In Credit Weekly Snapshot – Movin’ on up
In Credit Weekly Snapshot – Movin’ on up
US economic data keeps surprising to the upside, while a lack of progress on Middle East peace, and mounting speculation about a Federal Reserve rate rise, has put markets on shakier ground.
9 June 2026
Equity
Midyear Equity Outlook: Earnings strength fuels optimism
Midyear Equity Outlook: Earnings strength fuels optimism
Earnings growth supports a constructive outlook for equities, with AI disruption and high levels of dispersion making diversification and careful stock selection essential.
8 June 2026
Multi-Asset
Market Perspectives: Goldilocks no more?
Market Perspectives: Goldilocks no more?
After a long run higher, US equities have been reminded that strong fundamentals do not eliminate volatility.
8 June 2026
Equity
Japan – the renaissance continues
Japan – the renaissance continues
Japan equities continue to deliver double-digit returns, supported by record foreign inflows and growing AI-driven optimism across the market.
2 June 2026
Fixed income
In Credit Weekly Snapshot – Living in a box
In Credit Weekly Snapshot – Living in a box
The European Central Bank’s inflation policy target is causing it a headache, as central banks across the world grapple with the Middle East issue.
2 June 2026
Midyear Macro Outlook: Persistence, perception and the path ahead for markets
Midyear Macro Outlook: Persistence, perception and the path ahead for markets
Markets remain strikingly resilient despite geopolitical strain, but how they absorb economic and technological uncertainty will shape the path ahead.
1 June 2026
Multi-Asset
Market Perspectives: Falling oil, rising optimism
Market Perspectives: Falling oil, rising optimism
Investor sentiment has improved as markets assess the possibility of further de-escalation between the US and Iran – whether through a broader agreement or an extension of the ceasefire.
22 May 2026
Active ETFs
Focused on fundamentals: why active investing matters in European equities
Focused on fundamentals: why active investing matters in European equities
Europe is a key part of equity allocations. We highlight the case for active management and argue it’s a focus on fundamentals that matters.
19 May 2026
Fixed income
In Credit Weekly Snapshot – Burnham down the house
In Credit Weekly Snapshot – Burnham down the house
Gilts were inflamed as a path opened up for the mayor of Greater Manchester, Andy Burnham, to return to Westminster and potentially replace Keir Starmer as UK prime minister. Elsewhere, the global sovereign bond sell-off accelerated.
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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.
