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Insights

In Credit Weekly Snapshot – January 2025

Long rally runnin’

Key markets overview

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In Credit Weekly Snapshot – 27 January 2025

A misdiagnosis of crisis

Key markets overview

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In Credit Weekly Snapshot – 20 January 2025

UK decay?

Key markets overview

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In Credit Weekly Snapshot – 13 January 2025

Exit music (for a year)

Key markets overview

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In Credit Weekly Snapshot – 6 January 2025

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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?
Core government bond markets are onlookers as equity markets are buffeted by AI uncertainty, with the US 10-year Treasury range-bound.
This week we focus on US equities and a rotation in the market.
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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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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

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.
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This week we focus on US equities and a rotation in the market.

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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