Insights
November 2025
Fixed income
UK autumn budget preview: the big gilt trip
UK autumn budget preview: the big gilt trip
We set out three potential scenarios the chancellor could follow as she attempts to balance the books, and what each might do to bond yields and markets.
November 2025
Fixed income
UK autumn budget preview: the big gilt trip
UK autumn budget preview: the big gilt trip
We set out three potential scenarios the chancellor could follow as she attempts to balance the books, and what each might do to bond yields and markets.
7 November 2025
Fixed income
UK autumn budget preview: the big gilt trip
UK autumn budget preview: the big gilt trip
We set out three potential scenarios the chancellor could follow as she attempts to balance the books, and what each might do to bond yields and markets.
6 November 2025
Equity
The resurgence of financial deregulation: implications for markets and investors
The resurgence of financial deregulation: implications for markets and investors
Financial deregulation has re-emerged as a significant theme, creating new opportunities but reopening familiar vulnerabilities
4 November 2025
Fixed income
In Credit Weekly Snapshot – A solid bond in your heart
In Credit Weekly Snapshot – A solid bond in your heart
With the UK budget looming, gilts rallied through October – helped somewhat by an interest rate cut. There were also rate moves elsewhere, with the US and Canada cutting, while Japan and the ECB kept things on hold. Read our weekly snapshot of global fixed income markets.
3 November 2025
Multi-Asset
Multi asset
Weekly Perspectives: China - playing your cards right
Weekly Perspectives: China - playing your cards right
We focus on China and two key events from the past few weeks that are likely to shape the outlook going forward.
31 October 2025
Fixed Income - Investment Grade
Bond investors join the AI infrastructure boom
Bond investors join the AI infrastructure boom
The AI infrastructure boom is more than a tech story – it’s a fixed income story. Discover how this capital-intensive transformation is creating new opportunities and risks for bond investors.
30 October 2025
Fixed income
US asset-backed securities: the basics
US asset-backed securities: the basics
The first in a mini-series of short articles designed to educate readers on asset-backed securities (ABS) and the benefits of investing in the asset class. First up: what it is and how it actually works.
28 October 2025
Fixed income
In Credit Weekly Snapshot – Crude intentions
In Credit Weekly Snapshot – Crude intentions
US sanctions against two Russian oil giants saw prices spike, as well as putting upward pressure on bond yields. Elsewhere there is optimism that presidents Trump and Xi will find sufficient common ground for a US/China trade deal. Read our weekly snapshot of global fixed income markets.
22 October 2025
Multi-Asset
Asset Allocation update - October 2025
Asset Allocation update - October 2025
Despite lingering questions around their legality and (lagged) potential
impact on US inflation, financial markets appear to have moved swiftly on from tariffs.
21 October 2025
Fixed income
Battling the elements: will climate change reshape defence spending?
Battling the elements: will climate change reshape defence spending?
From jet engines to toll roads, environmental change is reshaping military readiness, infrastructure resilience, and the investment case for the companies that build and maintain such assets.
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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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