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Insights

In Credit Weekly Snapshot – July 2025

All time high.

Markets at a glance

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In Credit Weekly Snapshot – 28 July 2025

Fed divided on rates

Markets at a glance

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In Credit Weekly Snapshot – 21 July 2025

The deadline is the headline

Markets at a glance

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In Credit Weekly Snapshot – 14 July 2025

'New Gold Dream'

Markets at a glance

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In Credit Weekly Snapshot – 7 July 2025

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Latest articles

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

Related Insights

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?
21 July 2026

In Credit Weekly Snapshot – London calling

As Andy Burnham swaps being Mayor of Manchester for UK Prime Minister, how much fiscal wiggle room does he actually have?
16 July 2026

Gregory Turnbull Schwartz

Senior Analyst, Fixed Income

Data centres: the credit opportunity beyond hyperscalers

As hyperscalers commit vast sums to data centres, the more compelling story for credit investors may be the manufacturers supplying the physical infrastructure.
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.
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.

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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