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22 July 2026
Multi-Asset
Asset Allocation update - Q3 2026
Asset Allocation update - Q3 2026
Hopes of a swift resolution to the conflict in the Middle East are being challenged by recent events. We have once again seen the ‘closure’ of the Strait of Hormuz by Iran and a blockade of Iranian shipping reinstated by the US.
22 July 2026
Equity
Europe’s industrial revolution brings new growth opportunities
Europe’s industrial revolution brings new growth opportunities
Europe is at a pivot point, caught between geopolitical uncertainties, industrial change and an inversion of the sources of growth. Behind this volatility lies deep structural change.
21 July 2026
Fixed income
In Credit Weekly Snapshot – London calling
In Credit Weekly Snapshot – London calling
As Andy Burnham swaps being Mayor of Manchester for UK Prime Minister,
how much fiscal wiggle room does he actually have?
20 July 2026
Multi-Asset
Market Perspectives: A(nother) new dawn for the UK
Market Perspectives: A(nother) new dawn for the UK
The UK has a new prime minister – its seventh in just over a decade – and another opportunity to reset the country’s economic narrative.
20 July 2026
Global investment solutions
Q2 2026 repo update
Q2 2026 repo update
The Iran conflict and the impact of the closure of the Strait of Hormuz on energy prices dominated the second quarter.
20 July 2026
Alternatives
From policy to portfolio: investing in UK natural capital
From policy to portfolio: investing in UK natural capital
We are always searching for opportunities to align financial and environmental outcomes. Biodiversity Net Gain legislation is one such investable opportunity, linking ecological restoration with durable, policy-supported returns.
16 July 2026
Fixed income
Data centres: the credit opportunity beyond hyperscalers
Data centres: the credit opportunity beyond hyperscalers
As hyperscalers commit vast sums to data centres, the more compelling story for credit investors may be the manufacturers supplying the physical infrastructure.
16 July 2026
Equity
Decoding investment signals from the AI build-out
Decoding investment signals from the AI build-out
The artificial intelligence (AI) boom is dominating the narrative in global equity markets and reshaping the investment opportunity set.
14 July 2026
Fixed income
In Credit Weekly Snapshot – Back on the chain gang
In Credit Weekly Snapshot – Back on the chain gang
France’s finances remain an issue, with political instability likely to delay efforts
to tackle the deficit. Elsewhere, the Middle East weighs on central banks.
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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.
