Insights

August 2026

In Credit Weekly Snapshot – A little less conversation

The US July jobs report had plenty to say – little of it good. The economy shed 23,000 jobs versus consensus expectations for an 80,000 gain.
August 2026

In Credit Weekly Snapshot – A little less conversation

The US July jobs report had plenty to say – little of it good. The economy shed 23,000 jobs versus consensus expectations for an 80,000 gain.

Filter insights

11 August 2026

In Credit Weekly Snapshot – A little less conversation

The US July jobs report had plenty to say – little of it good. The economy shed 23,000 jobs versus consensus expectations for an 80,000 gain.
11 August 2026

Gary Smith

Head of EMEA Client Portfolio Manager team, Fixed Income

Central banks face a global reserves paradox

Reserves are growing, but so is the reluctance to use them.
4 August 2026

In Credit Weekly Snapshot – Carry On Wayward Son

Keep calm but don’t count on carry from the yen! Meanwhile, the US-Iran narrative and AI-related issuance continued to influence markets.
31 July 2026

Anthony Willis

Senior Economist, Multi-Asset Solutions team

Macro Pulse: K(OSPI)-Pop: What’s going on with Korean equities?

The week began with optimism, and some sharp falls in the oil price, as a result of a pause in attacks between the US and Iran.
29 July 2026

Joanna Tano

Head of Research, European Real Estate

UK Real Estate: Talking Points July 2026

Welcome to our concise quarterly snapshot of current real estate market trends.
28 July 2026

In Credit Weekly Snapshot – Get Off of My Cloud

As hyperscalers remain locked in an AI-funding arms race, are we seeing signs of indigestion in credit markets?
28 July 2026

Anthony Willis

Senior Economist, Multi-Asset Solutions team

Market Perspectives: Tipping point?

The coming week may turn out to be a tipping point for markets over the summer, as investors assess key developments in monetary policy, corporate earnings and geopolitics.
24 July 2026

Christine Cantrell

Head of EMEA Active ETFs and Investment Trust Distribution

Active investing: replacing yesterday's winners with tomorrow's opportunities

When conviction changes, portfolios should too. We look at the rebalancing discipline behind our CT QR Series Active Equity ETFs and highlight some recent changes in the portfolios.
23 July 2026

Vicki Bakhshi

Climate Strategist

Security, supply and the energy transition

Geopolitical shocks have reframed the energy transition as a question of security as well as climate. As governments seek more resilient, affordable energy systems, long-term investors can find opportunities in the infrastructure powering the shift.
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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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