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In Credit Weekly Snapshot – September 2024

Emergency Stop!

Key markets overview

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In Credit Weekly Snapshot – 30 September 2024

Deeper cut, steeper curve…

Key markets overview

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In Credit Weekly Snapshot – 23 September 2024

The first domino…

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In Credit Weekly Snapshot – 16 September 2024

A quarter or a half?

Key markets overview

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In Credit Weekly Snapshot – 9 September 2024

Back to school

Key markets overview

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In Credit Weekly Snapshot – 2 September 2024

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We explain how we’ve navigated recent market moves across emerging markets and why we see opportunities broadening across countries, sectors and companies.
A repeatable, rules-based investment process can help active ETFs navigate concentrated markets, capture opportunities created by stock-level dispersion and offer investors a more purposeful approach to core equity exposure.
For decades, corporate Japan was defined by stagnation—low growth, entrenched management teams and idle capital on balance sheets. Today, that landscape looks markedly different.
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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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For decades, corporate Japan was defined by stagnation—low growth, entrenched management teams and idle capital on balance sheets. Today, that landscape looks markedly different.
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Rethinking the core: why active ETFs can play a bigger role in today’s equity portfolios

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29 October 2026

Senior Portfolio Manager, Investment Grade Credit

Too Big to Bundle: Why Japan merits a dedicated equity allocation

For decades, corporate Japan was defined by stagnation—low growth, entrenched management teams and idle capital on balance sheets. Today, that landscape looks markedly different.

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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