Insights

July 2026
Multi-Asset

Anthony Willis

Senior Economist, Multi-Asset Solutions team

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.
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July 2026
Multi-Asset

Anthony Willis

Senior Economist, Multi-Asset Solutions team

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.
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20 July 2026
Multi-Asset

Anthony Willis

Senior Economist, Multi-Asset Solutions team

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.
Read more
20 July 2026
Global investment solutions
LDI

Rosa Fenwick

Head of LDI Implementation

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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20 July 2026
Alternatives

Liam Taylor

Portfolio Manager

From policy to portfolio: investing in UK natural capital

We are always searching for opportunities to align financial and environmental outcomes. Biodiversity Net Gain legislation is one such investable opportunity, linking ecological restoration with durable, policy-supported returns.
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16 July 2026
Fixed income

Gregory Turnbull Schwartz

Senior Analyst, Fixed Income

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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16 July 2026
Equity

Natalia Luna

Senior Thematic Investment Analyst

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.
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14 July 2026
Fixed income

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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14 July 2026

Columbia Threadneedle Investments

The loudest story isn’t always the winning play

Market drama may dominate headlines, but disciplined research, process and conviction remain essential to generating long-term investment performance across cycles.
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13 July 2026
Multi-Asset

Anthony Willis

Senior Economist, Multi-Asset Solutions team

Market Perspectives: High stakes in Hormuz

Today, as we have been for many months now, we'll be asking is the Strait of Hormuz open or closed, and what does it mean?
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10 July 2026
Fixed income

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.
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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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