Welcome to our EMEA APAC insights hub
Filter insights
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.
5 October 2026
Equity
Artificial intelligence: implications for the economy and equity and fixed income markets
Artificial intelligence has moved from a narrow technology theme to a broad investment, productivity and financing cycle that will impact almost every aspect of financial markets.
29 September 2026
Fixed income
In Credit Weekly Snapshot – Let’s dance
Oil prices and bond yields are once again moving in step, as inflation concerns
keep both markets firmly in focus.
28 September 2026
Multi-Asset
Market Perspectives: What’s in store for Q4?
Four factors are likely to have an important bearing on financial markets in the fourth quarter of 2026: US politics, fiscal policy in the UK and France, developments involving Iran, and the corporate earnings outlook.
28 September 2026
Fixed income
Data with destiny: Information services show structural resilience in the age of AI
Disruption fears look overdone – trusted data, regulation and embedded workflows should continue to support resilient information services credits.
22 September 2026
Fixed income
In Credit Weekly Snapshot – Encore une fois
The spread between French and German government debt has once again
breached 100bps, reflecting a confluence of French fiscal and political pressures.
21 September 2026
Multi-Asset
Market Perspectives: The roadmap for central banks
After a series of policy meetings across the major central banks, the direction of travel for interest rates remains finely balanced.
Filter insights on this page
Capabilities
Themes
Capabilities
Themes
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.
