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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.
14 July 2026
The loudest story isn’t always the winning play
The loudest story isn’t always the winning play
Market drama may dominate headlines, but disciplined research, process and conviction remain essential to generating long-term investment performance across cycles.
13 July 2026
Multi-Asset
Market Perspectives: High stakes in Hormuz
Market Perspectives: High stakes in Hormuz
Today, as we have been for many months now, we'll be asking is the Strait of Hormuz open or closed, and what does it mean?
10 July 2026
Fixed income
Should investment grade prime office landlords worry about AI?
Should investment grade prime office landlords worry about AI?
AI is reinforcing prime office demand in the short term, but the bigger question is whether productivity gains will ultimately limit hiring and space needs.
7 July 2026
Fixed income
In Credit Weekly Snapshot – The long and winding road
In Credit Weekly Snapshot – The long and winding road
Europe's biggest economies are slowly increasing defence spending, but a three-speed approach is emerging. Elsewhere, core markets bear steepened.
7 July 2026
From pitch to portfolios: A shrinking margin of error
From pitch to portfolios: A shrinking margin of error
Like knockout football, today’s markets reward preparation and balance. With less margin for error, diversified portfolios help investors compete.
6 July 2026
Multi-Asset
Market Perspectives: Playing for time
Market Perspectives: Playing for time
After an intense first half, financial markets appear to be entering a more measured phase.
6 July 2026
Multi-Asset
Pyrspectives - Is it a bubble?
Pyrspectives - Is it a bubble?
Explore Pyrford's Q2 2026 market outlook, analysing the AI investment boom, hyperscaler capex, AI monetisation trends, data centre constraints, US dollar strength, inflation risks and global economic developments.
2 July 2026
Equity
America at 250: Built on reinvention, powered by innovation
America at 250: Built on reinvention, powered by innovation
As the United States marks its 250th anniversary, this moment stands as both a milestone and an inflection point.
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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.
