Insights

January 2026

In Credit Weekly Snapshot – Leaving on a jet plane

A spectacular start to 2026 saw the Venezuelan president whisked off to jail in the US, which caused a spike in bond prices. We wrap up the end of 2025 and focus on what’s to come in 2026. Read on for a breakdown of fixed income news across sectors and regions.
January 2026

In Credit Weekly Snapshot – Leaving on a jet plane

A spectacular start to 2026 saw the Venezuelan president whisked off to jail in the US, which caused a spike in bond prices. We wrap up the end of 2025 and focus on what’s to come in 2026. Read on for a breakdown of fixed income news across sectors and regions.

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6 January 2026

In Credit Weekly Snapshot – Leaving on a jet plane

A spectacular start to 2026 saw the Venezuelan president whisked off to jail in the US, which caused a spike in bond prices. We wrap up the end of 2025 and focus on what’s to come in 2026. Read on for a breakdown of fixed income news across sectors and regions.
6 January 2026

Is UK airport expansion about to take flight?

Four London airports have set out plans to increase their capacity. With the costs running into the billions what will the projects actually deliver and, perhaps most importantly, who will pay for it?
5 January 2026

Anthony Willis

Senior Economist, Multi-Asset Solutions team

Weekly Perspectives: Will the latest geopolitical shock derail markets?

Welcome to the first market perspectives of 2026. Today we focus on geopolitics and US actions in removing Venezuelan President Maduro over the weekend.
22 December 2025

Asset Allocation update - November 2025

We have seen a softening in market momentum led by US equities and based around two factors. Firstly, there are reduced expectations for an interest rate cut in the aftermath of the October’s Federal Reserve (Fed) meeting.
19 December 2025

Investment grade credit: Positioning for decompression

With valuations stretched, macro headwinds blowing and spreads near post-global financial crisis tights, our portfolio managers look at the state of the IG market
16 December 2025

In Credit Weekly Snapshot – Look to the future now, it’s only just begun

After an eventful 2025, what might be in store for 2026? Elsewhere, despite a few hurdles throughout the year, core investment grade markets are ending the year tighter than they started.
15 December 2025

Anthony Willis

Senior Economist, Multi-Asset Solutions team

Weekly Perspectives: Looking forward to 2026

It is our final update of the year but there is plenty going on this week in financial markets.
11 December 2025

Gordon Bowers

CFA, Sovereign Research Analyst, Emerging Markets Debt

Kate Moreton

Sovereign Research Analyst, Emerging Markets Debt

Eng Tat Low

Sovereign Research Analyst, Emerging Markets Debt

Unlocking innovation in emerging markets debt

A new generation of state-contingent debt instruments is reshaping the emerging markets (EM) landscape, creating value for investors and providing creative solutions for sovereigns.
10 December 2025

Krishan Selva

Client Portfolio Manager

Big, broad, innovative – the case for emerging market equities

Discussing the case for emerging market equities – including a weaker US dollar – and the potential benefits of adopting an active approach.
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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.

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