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20 October 2026
Fixed income
In Credit Weekly Snapshot – One night in Bangkok
Geopolitics remain a key market concern, despite being hard to measure, with tensions feeding through to oil prices, inflation concerns and bond markets.
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.
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.
15 October 2026
Multi-Asset
Asset Allocation update - Q4 2026
Economies and financial markets remain resilient despite heightened inflation risks. These are shaping central bank policy and interest-rate expectations, pushing bond yields to levels not seen since before the global financial crisis.
15 October 2026
Multi-Asset
Pyrspectives - Profits are at record highs - Are markets too optimistic?
Explore Pyrford's Q3 2026 investment outlook covering bond yields, equity valuations, corporate profits and market risks.
12 October 2026
Multi-Asset
Market Perspectives: Why is oil stuck at $100/barrel?
Oil markets have received some comparatively encouraging signals from the Middle East, but the improvement in physical supply has yet to translate into a decisive fall in prices.
7 October 2026
Equity
AI data centres: Powering through the constraints
Artificial intelligence (AI) is driving one of the largest infrastructure investment cycles in decades. But converting billions of dollars of planned spending into operating data centres will depend on more than access to electricity.
6 October 2026
Fixed income
In Credit Weekly Snapshot – Move it
Bond markets are moving to a beat that equity markets have yet to hear. The MOVE Index has surged while the VIX remains near its lows – a divergence that has historically preceded broader risk repricing.
5 October 2026
Multi-Asset
Market Perspectives: Déjà vu – another bond sequel
Government bond yields are rising again – but this is not simply a repeat of 2022. We consider what fiscal pressures, inflation uncertainty and higher borrowing costs could mean for bonds, equities and portfolio positioning.
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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.
