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29 April 2026
Equity
Europe’s quality growth opportunity
Europe’s quality growth opportunity
Europe is transforming, with new pockets of emerging quality. Amid rising capital barriers, our pragmatism allows us to identify industry leaders where value creation is strongest.
28 April 2026
Fixed income
In Credit Weekly Snapshot – Down down
In Credit Weekly Snapshot – Down down
These are turbulent times for the UK, between the Iran war impacting energy prices, a constrained consumer and a political crisis that is weighing on gilts.
27 April 2026
Multi-Asset
Multi asset
Central banks take centre stage
Central banks take centre stage
A big week for central banks. Will patience prevail?
24 April 2026
Fixed income
The role of asset-backed securities in pension scheme LDI portfolios
The role of asset-backed securities in pension scheme LDI portfolios
The US securitised credit market has demonstrated strong risk-adjusted return outcomes, often decorrelated to traditional fixed income assets.
23 April 2026
Equity - Global Emerging Markets
From Monopoly to Age of Empires: Emerging markets in the new global regime
From Monopoly to Age of Empires: Emerging markets in the new global regime
Middle East tensions underscore a regime shift toward security and industrial capacity, reshaping the global order and having profound implications for portfolio construction.
21 April 2026
Fixed income
In Credit Weekly Snapshot – All around the world
In Credit Weekly Snapshot – All around the world
After another week in which geopolitics set the stage for wider market moves, latest data shows a stabilisation in the decline of global democracy scores.
20 April 2026
Multi-Asset
Multi asset
Market Perspectives: Dire Straits
Market Perspectives: Dire Straits
Oil prices have fluctuated around news flow and the ability of shipping to navigate the Strait of Hormuz.
14 April 2026
Fixed income
In Credit Weekly Snapshot – Rock the boat
In Credit Weekly Snapshot – Rock the boat
With the US now enforcing closure of the Strait of Hormuz, what will it mean for credit markets? Read on for a breakdown of fixed income news across sectors and regions.
14 April 2026
Equity
Europe at a turning point – picking the winners
Europe at a turning point – picking the winners
Looking through market volatility to find Europe’s best companies.
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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.
