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9 December 2025
Fixed income
In Credit Weekly Snapshot – Big in Japan
In Credit Weekly Snapshot – Big in Japan
Bond yields ratcheted higher globally last week, with a key trigger being shifting interest rate expectations in Japan. Will there be moves to repatriate overseas bond holdings to take advantage of these higher domestic rates? Read on for a breakdown of fixed income news across sectors and regions.
9 December 2025
Active ETFs
Redefining quant – putting active into ETFs
Redefining quant – putting active into ETFs
Not all active ETFs are created equal. Explore how we’ve hardwired conviction investing into our portfolios.
8 December 2025
Multi-Asset
Multi asset
Weekly Perspectives: What happens when Japan hikes rates?
Weekly Perspectives: What happens when Japan hikes rates?
This week we take a closer look at Japan and the likelihood of an interest rate hike at the end of December.
3 December 2025
Fixed income
LDI focus: Diversification benefits of US securitised credit
LDI focus: Diversification benefits of US securitised credit
US securitised assets offer diversification benefits in a marketplace that offers attractive yields for its high-quality nature. When blended into LDI portfolios there is opportunity to enhance collateral waterfall resilience while improving risk/return dynamics.
2 December 2025
Fixed income
In Credit Weekly Snapshot – Tired of waiting for you
In Credit Weekly Snapshot – Tired of waiting for you
The European Central Bank is contending with increased fiscal spending and a massive shift in the Dutch pension system, leaving markets seeking clarity. Read on for a breakdown of fixed income news across sectors and regions.
1 December 2025
Multi-Asset
Multi asset
Weekly Perspectives: Can we now move on from the UK budget?
Weekly Perspectives: Can we now move on from the UK budget?
Chancellor Rachel Reeves achieved her budgetary goals: – the OBR is happy, markets are calm, and Labour backbenchers are content. But is that good enough?
25 November 2025
Fixed income
In Credit Weekly Snapshot – Tiptoe through the tulips
In Credit Weekly Snapshot – Tiptoe through the tulips
Is 21st century crypto akin to 17th century Holland? Are we seeing the madness of digital crowds? The Bitcoin price could suggest so. Elsewhere, government bond yields are tracking down in anticipation of further monetary policy easing. Read on for a breakdown of fixed income news across sectors and regions.
24 November 2025
Multi-Asset
Multi asset
Weekly Perspectives: Will this week’s Budget fix the UK?
Weekly Perspectives: Will this week’s Budget fix the UK?
This week we focus on Wednesday’s UK Budget. The date was announced back on 4 September and that feels like a long time ago.
20 November 2025
Fixed income
2026 Fixed Income Outlook: Seizing opportunities in a rate-cutting cycle
2026 Fixed Income Outlook: Seizing opportunities in a rate-cutting cycle
Fixed-income investors face falling rates, tight spreads and a fragile labour market. The playbook requires locking in yield and managing duration, while staying vigilant on credit quality.
19 November 2025
Responsible investment
Evaluating the impact of the energy transition: Our systematic view of risks and opportunities
Evaluating the impact of the energy transition: Our systematic view of risks and opportunities
The energy transition is a global megatrend set to drive capital flows for decades to come. In a complex and fragmented political and policy environment, investors to understand the underlying economics.
18 November 2025
Fixed income
In Credit Weekly Snapshot – Top of the world
In Credit Weekly Snapshot – Top of the world
From the relationship between democracy scores and flagpole height, to government bond yields and budget machinations, it was a busy week in fixed income. Read on for a roundup of news across sectors and regions.
18 November 2025
Equity
2026 Equity Outlook: Harnessing growth with a broad view
2026 Equity Outlook: Harnessing growth with a broad view
We maintain a constructive outlook for equities, with a broadening of opportunities for selective investment, backed by disciplined diversification.
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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.