Insights

March 2026

Adrian Hilton

Head of Emerging Market Debt

What five weeks of conflict mean for emerging market debt

EM spreads are holding up well as energy route disruption from the Iran war continues, but differentiation is occurring across sovereign credits as investors reassess future risk.
March 2026

Adrian Hilton

Head of Emerging Market Debt

What five weeks of conflict mean for emerging market debt

EM spreads are holding up well as energy route disruption from the Iran war continues, but differentiation is occurring across sovereign credits as investors reassess future risk.

Filter insights

30 March 2026

Adrian Hilton

Head of Emerging Market Debt

What five weeks of conflict mean for emerging market debt

EM spreads are holding up well as energy route disruption from the Iran war continues, but differentiation is occurring across sovereign credits as investors reassess future risk.
30 March 2026

Anthony Willis

Senior Economist, Multi-Asset Solutions team

Market Perspectives: Where next for commodity prices?

Today we look at the potential upside – and even downside – risks to the oil price and other commodities from the Iran war and where they might go from here.
25 March 2026

Ryan Osborn

Co-Head of Structured Assets, Senior Portfolio Manager

Luke Copley

Client Portfolio Manager, Fixed Income

Sangaran Gobalakrishnan

CFA, LDI Analyst

Unpicking the US securitised credit universe – asset types and characteristics

In the second piece in an educational series on US ABS we drill down into the different types of securities and their individual characteristics
24 March 2026

In Credit Weekly Snapshot – The curve that got away

The EUR swap curve is telling a fascinating story amid the Iran conflict.
23 March 2026

Anthony Willis

Senior Economist, Multi-Asset Solutions team

Market Perspectives: The fog of war and monetary policy

Today we will look at Iran and the impact on central banks.
20 March 2026

Arthur Stroij

LDI Client Portfolio Manager

Jan Willemsen

LDI Client Portfolio Manager

20 years of Euro LDI funds: A proven foundation now widely supporting European pension schemes

Liability-driven investment has transformed from a Dutch regulatory response into a mature, pan European framework for pension risk management.
19 March 2026

Christine Cantrell

Head of EMEA Active ETFs and Investment Trust Distribution

Conviction in both quant and fundamental research to pursue alpha

How we work to drive client outcomes through a combination of disciplined quantitative models and fundamental research driven company-level insights.
19 March 2026

William Davies

Global Chief Investment Officer

Middle East: Markets brace for extended disruption

With the economic impact of the crisis hinging on the flow of oil, investors should remain disciplined and focus on long‑term fundamentals over fast‑moving headlines.
17 March 2026

Anthony Willis

Senior Economist, Multi-Asset Solutions team

Market Perspectives: What will central banks do about $100 oil?

Events in the Middle East mean uncertainty for financial markets. That said, moves remain relatively modest. The S&P 500 stands around 5% lower.
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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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