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In Credit Weekly Snapshot – October 2024

What goes up, must come down

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In Credit Weekly Snapshot – 29 October 2024

Dog days are over

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In Credit Weekly Snapshot – 21 October 2024

Dollar days

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In Credit Weekly Snapshot – 14 October 2024

Surging job growth plunging bond prices

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In Credit Weekly Snapshot – 7 October 2024

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As hyperscalers commit vast sums to data centres, the more compelling story for credit investors may be the manufacturers supplying the physical infrastructure.
The artificial intelligence (AI) boom is dominating the narrative in global equity markets and reshaping the investment opportunity set.
France’s finances remain an issue, with political instability likely to delay efforts to tackle the deficit. Elsewhere, the Middle East weighs on central banks.
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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.

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Gregory Turnbull Schwartz

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Data centres: the credit opportunity beyond hyperscalers

As hyperscalers commit vast sums to data centres, the more compelling story for credit investors may be the manufacturers supplying the physical infrastructure.
14 July 2026

In Credit Weekly Snapshot – Back on the chain gang

France’s finances remain an issue, with political instability likely to delay efforts to tackle the deficit. Elsewhere, the Middle East weighs on central banks.
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Should investment grade prime office landlords worry about AI?

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Data centres: the credit opportunity beyond hyperscalers

As hyperscalers commit vast sums to data centres, the more compelling story for credit investors may be the manufacturers supplying the physical infrastructure.
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Natalia Luna

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Decoding investment signals from the AI build-out

The artificial intelligence (AI) boom is dominating the narrative in global equity markets and reshaping the investment opportunity set.
14 July 2026

In Credit Weekly Snapshot – Back on the chain gang

France’s finances remain an issue, with political instability likely to delay efforts to tackle the deficit. Elsewhere, the Middle East weighs on central banks.

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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