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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
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.
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.
30 June 2026
Fixed income
In Credit Weekly Snapshot – The tied is high
In Credit Weekly Snapshot – The tied is high
Events in the Middle East continue to influence economic policy, with central banks revisiting future rate moves as the oil price returns to pre-conflict levels.
29 June 2026
Multi-Asset
Market Perspectives: Postcard from Milan: What’s in store for H2?
Market Perspectives: Postcard from Milan: What’s in store for H2?
As investors look ahead to the second half of 2026, the market backdrop appears somewhat less fraught than it did during the first six months of the year.
29 June 2026
Global investment solutions
Euro LDI Update: Inflation pressures mark the start of a new cycle
Euro LDI Update: Inflation pressures mark the start of a new cycle
Inflation and growth risks are back in focus, unsettling central bank easing plans and raising pressure across Eurozone markets.
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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.
