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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.
17 November 2025
Multi-Asset
Multi asset
Weekly Perspectives - Split signals: why the BoE is set to cut, while the Fed may have to wait
Weekly Perspectives - Split signals: why the BoE is set to cut, while the Fed may have to wait
This week we focus on the diverging chances of a rate cut in December from the Bank of England (BoE) and the Federal Reserve (Fed).
14 November 2025
Equity - Global
AI growth: energy, emissions and water considerations
AI growth: energy, emissions and water considerations
Artificial intelligence is hungry for power and thirsty for water. We discuss advances and innovations that could alleviate the problems and highlight related investment opportunities.
13 November 2025
Alternatives
UK Real Estate: Talking Points October 2025
UK Real Estate: Talking Points October 2025
Welcome to our quarterly snapshot of current real estate market trends.
11 November 2025
Fixed income
In Credit Weekly Snapshot – Let’s go ‘round again
In Credit Weekly Snapshot – Let’s go ‘round again
Are we approaching the end of a rate cutting cycle? There does appear to be a dampening of several key themes, reflected in the dollar finally plateauing a little after a tumultuous 12 months. Read our weekly snapshot of global fixed income markets.
11 November 2025
2026 Macroeconomic Outlook: Treading a finer line
2026 Macroeconomic Outlook: Treading a finer line
Resilient growth and rising markets mask underlying structural tensions – the risks of a misstep are accumulating. We assess the balance for investors.
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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.
