Insights
Keep up to date with global markets and discover our latest thinking.
9 November 2026
Equity
GLP-1s: Still early in the growth story
The GLP-1 market continues to expand rapidly yet remains in the early stages of growth. The GLP-1 market is no longer simply a weight-loss story.
5 November 2026
Equity
Global technology investing: AI and beyond
We sat down with two of our global technology portfolio managers to get an insight into what they are watching across the sector.
29 October 2026
Equity
Emerging Markets: A broadening opportunity
We explain how we’ve navigated recent market moves across emerging markets and why we see opportunities broadening across countries, sectors and companies.
29 October 2026
Equity
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.
28 October 2026
Equity
The UK: The path from squeeze to spending
We look at how the UK domestic economic cycle operates and why the UK consumer recovery could be closer than you think.
26 October 2026
Alternatives
UK Real Estate: Talking Points October 2026
Welcome to our concise quarterly snapshot of
current real estate market trends.
20 October 2026
Fixed income
AI bond supply: Why the market can absorb the coming wave
Strong demand, robust issuer fundamentals and clearer communication should help the market absorb the expected surge in artificial intelligence-related bond issuance.
20 October 2026
Responsible investment
Our approach to system-level stewardship
Discover how system-level stewardship helps investors address systemic risks through engagement with policymakers, regulators and market standards.
16 October 2026
Global investment solutions
Q3 2026 repo update
Higher-for-longer rate expectations and geopolitical tensions shaped UK LDI funding markets in Q3, while resilient repo liquidity, rising year-end costs and broader funding options kept flexibility firmly in focus.
Weekly Insights
Market Perspectives – our Senior Economist Anthony Willis with a timely update on economies and markets
9 November 2026
Multi-Asset
Market Perspectives: Making sense of the midterms
The US midterm elections have delivered a clear outcome: the Democrats will take control of both the House and the Senate from January 2027.
2 November 2026
Multi-Asset
Market Perspectives: UK Budget 2026: The consequences
Last week's UK Budget proved, as expected, to be a non-event for financial markets. Rather than tackling the major macroeconomic decisions facing the UK, it deferred them.
26 October 2026
Multi-Asset
Market Perspectives: The sum of all fears
Renewed volatility across equity and bond markets reflects the convergence of several familiar risks: fiscal and political uncertainty in France, scrutiny of artificial intelligence-related investment, and renewed inflation concerns as oil prices rise.
In Credit – the latest news and views from across fixed income markets
10 November 2026
Fixed income
In Credit Weekly Snapshot – Roller coaster
Oil prices have had a wild ride so far this year, and bonds have tracked every move. A lasting settlement in the Middle East could see yields move lower.
3 November 2026
Fixed income
In Credit Weekly Snapshot – Tech it to the limit
The AI financing wave is weighing on the weakest credits within high yield. The key question is, will the stress be contained at the bottom of the spectrum?
27 October 2026
Fixed income
In Credit Weekly Snapshot – Copacabana
His name is Lula, and a surprising election victory in Brazil saw spreads widen in
local markets. Elsewhere, yield curves flattened in the US, Japan and Germany.
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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.
