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17 June 2026
Equity
Beyond hype: AI benefits taking shape
Beyond hype: AI benefits taking shape
AI is moving beyond the hype cycle, with real productivity gains beginning to emerge. The biggest investment opportunities may lie with companies that can translate adoption into durable competitive advantage.
16 June 2026
Fixed income
In Credit Weekly Snapshot – The only way is up
In Credit Weekly Snapshot – The only way is up
A peace deal between the US and Iran should see the Strait of Hormuz reopen, which triggered a sharp selloff in the oil price and a rally in bond markets. Read on for a breakdown of fixed income news across sectors and regions.
16 June 2026
Global investment solutions
LDI market review and outlook June 2026 – Nothing Trumps political infighting
LDI market review and outlook June 2026 – Nothing Trumps political infighting
Political and geopolitical shocks have revived inflation and growth risks, complicating central banks’ easing plans and increasing pressure on UK gilts.
15 June 2026
Alternatives
European Real Estate 2026: Half-year health check
European Real Estate 2026: Half-year health check
The macroeconomic backdrop has weakened, but there is a solid base for recovery – a recovery that has been put back rather than put off.
15 June 2026
Multi-Asset
Market Perspectives: The ceasefire and its consequences
Market Perspectives: The ceasefire and its consequences
Reports of a potential US-Iran agreement mark a material shift in the Middle East risk backdrop.
11 June 2026
Fixed income
Midyear Fixed-Income Outlook: Tighter spreads, wider opportunities
Midyear Fixed-Income Outlook: Tighter spreads, wider opportunities
Policy and macroeconomic uncertainty strengthen the case for selective, high-quality fixed income. We examine opportunities across the curve.
11 June 2026
Equity
Midyear Equity Outlook: Earnings strength fuels optimism
Midyear Equity Outlook: Earnings strength fuels optimism
Earnings growth supports a constructive outlook for equities, with AI disruption and high levels of dispersion making diversification and careful stock selection essential.
11 June 2026
Midyear Macro Outlook: Persistence, perception and the path ahead for markets
Midyear Macro Outlook: Persistence, perception and the path ahead for markets
Markets remain strikingly resilient despite geopolitical strain, but how they absorb economic and technological uncertainty will shape the path ahead.
9 June 2026
Fixed income
In Credit Weekly Snapshot – Movin’ on up
In Credit Weekly Snapshot – Movin’ on up
US economic data keeps surprising to the upside, while a lack of progress on Middle East peace, and mounting speculation about a Federal Reserve rate rise, has put markets on shakier ground.
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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.
