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5 March 2026
Equity
Emerging Market Equities: Initial reaction to the US-Israeli strike on Iran
Emerging Market Equities: Initial reaction to the US-Israeli strike on Iran
The Iran war has stirred geopolitical nerves; EM markets have so far reacted in line with broader risk sentiment rather than fundamentals. What are the key risks?
3 March 2026
Fixed income
In Credit Weekly Snapshot – Everybody wants to rule the world
In Credit Weekly Snapshot – Everybody wants to rule the world
With the invasion of Iran, geopolitics is once again dominating proceedings.
3 March 2026
Fixed income
EMEA Investment grade examined 2026 - The importance of portfolio construction
EMEA Investment grade examined 2026 - The importance of portfolio construction
While credit markets proved to be relatively resilient in the face of multiple geopolitical events, there is no guarantee that this will always be the case. So, how do we see credit markets against such a backdrop?
2 March 2026
Multi-Asset
Multi asset
Market Perspectives: Middle East conflict – market impacts and implications
Market Perspectives: Middle East conflict – market impacts and implications
This week we focus on the weekend’s events after the US and Israel began major combat operations against Iran.
27 February 2026
Multi-Asset
Back to basics: Why the time is right for multi-asset investing
Back to basics: Why the time is right for multi-asset investing
The great reset in bond yields means multi-asset is once again a viable option for investors seeking a smoother return profile.
26 February 2026
Global investment solutions
Euro LDI Update: Dutch pension reform – what’s the problem?
Euro LDI Update: Dutch pension reform – what’s the problem?
Assessing the impact Dutch pension reforms on markets. We also look forwards at the likely direction of key rates for liability hedging.
26 February 2026
Responsible investment
The evolving landscape of climate investing
The evolving landscape of climate investing
Climate change and the energy transition are multi-decadal themes that are shaping the world we live in, with wide-ranging implications for investors.
24 February 2026
Fixed income
In Credit Weekly Snapshot – Rip it up (and start again)
In Credit Weekly Snapshot – Rip it up (and start again)
On Friday, the US Supreme Court ruled that Donald Trump administration’s use of the
International Emergency Economic Powers Act to impose broad-based tariffs was unconstitutional.
23 February 2026
Multi-Asset
Multi asset
Market Perspectives: Tariffs 2.0? The options for President Trump
Market Perspectives: Tariffs 2.0? The options for President Trump
This week we focus on tariffs following last Friday’s US Supreme Court ruling that the current tariff regime under the International Emergency Economic Powers Act (IEEPA) is unlawful.
18 February 2026
Fixed income
2026 credit thoughts – here comes the capex …
2026 credit thoughts – here comes the capex …
Competition for capital is heating up. Persistent government deficits combined with a long overdue acceleration in corporate capex means bond markets face a wave of new supply. Is this a risk or opportunity?
17 February 2026
Fixed income
In Credit Weekly Snapshot – Stuck in the middle with you
In Credit Weekly Snapshot – Stuck in the middle with you
Core government bond markets are onlookers as equity markets are buffeted by AI uncertainty, with the US 10-year Treasury range-bound.
16 February 2026
Multi-Asset
Multi asset
Market Perspectives: The Great Rotation… What’s going on with US equities?
Market Perspectives: The Great Rotation… What’s going on with US equities?
This week we focus on US equities and a rotation in the market.
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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.