Insights
March 2026
Fixed income
In Credit Weekly Snapshot – I won’t back down: stalemate in Strait of Hormuz
In Credit Weekly Snapshot – I won’t back down: stalemate in Strait of Hormuz
There seems to be no easy way out of the Iran war, as the ongoing closure of the crucial seaway continues to impact prices and economies around the world. Read on for a breakdown of fixed income news across sectors and regions.
March 2026
Fixed income
In Credit Weekly Snapshot – I won’t back down: stalemate in Strait of Hormuz
In Credit Weekly Snapshot – I won’t back down: stalemate in Strait of Hormuz
There seems to be no easy way out of the Iran war, as the ongoing closure of the crucial seaway continues to impact prices and economies around the world. Read on for a breakdown of fixed income news across sectors and regions.
17 March 2026
Fixed income
In Credit Weekly Snapshot – I won’t back down: stalemate in Strait of Hormuz
In Credit Weekly Snapshot – I won’t back down: stalemate in Strait of Hormuz
There seems to be no easy way out of the Iran war, as the ongoing closure of the crucial seaway continues to impact prices and economies around the world. Read on for a breakdown of fixed income news across sectors and regions.
17 March 2026
Equity - Global
Equity - Global
Why own US small caps in 2026
Why own US small caps in 2026
Despite the significant policy and geopolitical uncertainty, the investment case for US small caps remains intact.
16 March 2026
Real Estate
Europe Real Estate Outlook 2026
Europe Real Estate Outlook 2026
From our thoughts on the market to sector specifics, get the full lowdown with our Europe Real Estate Outlook 2026.
12 March 2026
Equity
The investment opportunity in technology
The investment opportunity in technology
Technology stands as a key driver of growth, productivity and innovation. We highlight semiconductors and energy names as standout areas for investors within the broader tech landscape.
12 March 2026
Equity
Iran conflict brings oil supply risk into sharp focus
Iran conflict brings oil supply risk into sharp focus
Disruptions linked to Iran have translated geopolitical risk into real oil supply constraints, reshaping global energy markets.
11 March 2026
Multi-Asset
Multi asset
Multi-asset update: navigating uncertainty
Multi-asset update: navigating uncertainty
Events in the Middle East are moving fast, but what does the ongoing conflict mean for investors and portfolios?
10 March 2026
Fixed income
In Credit Weekly Snapshot – Smoke on the water
In Credit Weekly Snapshot – Smoke on the water
The market continues to trade on the potential macro consequences of events in the Middle East, with the threat of Iranian attacks effectively closing the Strait of Hormuz, leading to a sharp spike in oil prices.
10 March 2026
Alternatives
Investing in real estate: The window of opportunity is open
Investing in real estate: The window of opportunity is open
We highlight key drivers of the recovery and explore a range of opportunities for selective investors.
9 March 2026
Multi-Asset
Multi asset
Market Perspectives: $100 oil. How much pain will it cause and what can be done about it?
Market Perspectives: $100 oil. How much pain will it cause and what can be done about it?
The Middle East supply shock pushes oil above $100. Could it rise further and what do we need to see before the situation eases?
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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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