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Has QT pushed up gilt yields? Yes ... and more than the BoE would admit
Has QT pushed up gilt yields? Yes ... and more than the BoE would admit
19 November 2025
The Bank has been selling bonds accumulated during quantitative easing. We look at the figures to see just how much prices have been affected.
Evaluating the impact of the energy transition: Our systematic view of risks and opportunities
Evaluating the impact of the energy transition: Our systematic view of risks and opportunities
19 November 2025
The energy transition is a global megatrend set to drive capital flows for decades to come. In a complex and fragmented political and policy environment, investors to understand the underlying economics.
In Credit Weekly Snapshot – Top of the world
In Credit Weekly Snapshot – Top of the world
18 November 2025
From the relationship between democracy scores and flagpole height, to government bond yields and budget machinations, it was a busy week in fixed income. Read on for a roundup of news across sectors and regions.
LDI market review and outlook – October 2025, what next for Europe?
LDI market review and outlook – October 2025, what next for Europe?
18 November 2025
In the quarterly Columbia Threadneedle Investments EURO LDI Survey, we poll investment bank trading desks for their opinions on the likely direction of key rates for liability hedging
2026 Equity Outlook: Harnessing growth with a broad view
2026 Equity Outlook: Harnessing growth with a broad view
18 November 2025
We maintain a constructive outlook for equities, with a broadening of opportunities for selective investment, backed by disciplined diversification.
Weekly Perspectives - Split signals: why the BoE is set to cut, while the Fed may have to wait
Weekly Perspectives - Split signals: why the BoE is set to cut, while the Fed may have to wait
17 November 2025
This week we focus on the diverging chances of a rate cut in December from the Bank of England (BoE) and the Federal Reserve (Fed).
AI growth: energy, emissions and water considerations
AI growth: energy, emissions and water considerations
14 November 2025
Artificial intelligence is hungry for power and thirsty for water. We discuss advances and innovations that could alleviate the problems and highlight related investment opportunities.
Why global real estate securities and why now
Why global real estate securities and why now
13 November 2025
Interest in global real estate securities (GRES) is increasing – an understandable trend when one considers the potential benefits afforded by their inclusion in a broader portfolio.
UK Real Estate: Talking Points October 2025
UK Real Estate: Talking Points October 2025
13 November 2025
Welcome to our quarterly snapshot of current real estate market trends.
LDI market review and outlook – October 2025, where next for central banks?
LDI market review and outlook – October 2025, where next for central banks?
12 November 2025
Tariffs have largely faded into the background as central bank activity and fiscal sustainability concerns came to the fore. We review recent developments and explore what’s next.
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Has QT pushed up gilt yields? Yes ... and more than the BoE would admit
Has QT pushed up gilt yields? Yes ... and more than the BoE would admit
19 November 2025
The Bank has been selling bonds accumulated during quantitative easing. We look at the figures to see just how much prices have been affected.
Evaluating the impact of the energy transition: Our systematic view of risks and opportunities
Evaluating the impact of the energy transition: Our systematic view of risks and opportunities
19 November 2025
The energy transition is a global megatrend set to drive capital flows for decades to come. In a complex and fragmented political and policy environment, investors to understand the underlying economics.
In Credit Weekly Snapshot – Top of the world
In Credit Weekly Snapshot – Top of the world
18 November 2025
From the relationship between democracy scores and flagpole height, to government bond yields and budget machinations, it was a busy week in fixed income. Read on for a roundup of news across sectors and regions.
LDI market review and outlook – October 2025, what next for Europe?
LDI market review and outlook – October 2025, what next for Europe?
18 November 2025
In the quarterly Columbia Threadneedle Investments EURO LDI Survey, we poll investment bank trading desks for their opinions on the likely direction of key rates for liability hedging
2026 Equity Outlook: Harnessing growth with a broad view
2026 Equity Outlook: Harnessing growth with a broad view
18 November 2025
We maintain a constructive outlook for equities, with a broadening of opportunities for selective investment, backed by disciplined diversification.
Weekly Perspectives - Split signals: why the BoE is set to cut, while the Fed may have to wait
Weekly Perspectives - Split signals: why the BoE is set to cut, while the Fed may have to wait
17 November 2025
This week we focus on the diverging chances of a rate cut in December from the Bank of England (BoE) and the Federal Reserve (Fed).
AI growth: energy, emissions and water considerations
AI growth: energy, emissions and water considerations
14 November 2025
Artificial intelligence is hungry for power and thirsty for water. We discuss advances and innovations that could alleviate the problems and highlight related investment opportunities.
Why global real estate securities and why now
Why global real estate securities and why now
13 November 2025
Interest in global real estate securities (GRES) is increasing – an understandable trend when one considers the potential benefits afforded by their inclusion in a broader portfolio.
UK Real Estate: Talking Points October 2025
UK Real Estate: Talking Points October 2025
13 November 2025
Welcome to our quarterly snapshot of current real estate market trends.
LDI market review and outlook – October 2025, where next for central banks?
LDI market review and outlook – October 2025, where next for central banks?
12 November 2025
Tariffs have largely faded into the background as central bank activity and fiscal sustainability concerns came to the fore. We review recent developments and explore what’s next.
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