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14 April 2026
Fixed income
In Credit Weekly Snapshot – Rock the boat
In Credit Weekly Snapshot – Rock the boat
With the US now enforcing closure of the Strait of Hormuz, what will it mean for credit markets? Read on for a breakdown of fixed income news across sectors and regions.
14 April 2026
Equity
Europe at a turning point – picking the winners
Europe at a turning point – picking the winners
Looking through market volatility to find Europe’s best companies.
13 April 2026
Multi-Asset
Multi asset
Market Perspectives: From optimism to uncertainty
Market Perspectives: From optimism to uncertainty
No deal was reached over the weekend but the response in markets has been relatively benign.
8 April 2026
Fixed income
What sectors are well placed to enjoy real AI gains?
What sectors are well placed to enjoy real AI gains?
As artificial intelligence investment surges across industries, real progress varies widely. Drawing on conversations with more than 50 European companies, we explore who is truly prepared for AI‑driven disruption and who risks being left behind.
1 April 2026
Fixed income
Are high yield bonds the place to hide in levered credit?
Are high yield bonds the place to hide in levered credit?
High yield bonds combine improved credit quality with limited exposure to AI-driven disruption, setting them apart within levered credit.
31 March 2026
Fixed income
In Credit Weekly Snapshot – Pump it up (when you don’t really need it)
In Credit Weekly Snapshot – Pump it up (when you don’t really need it)
Rising petrol prices will eventually feed into higher inflation, which is being
reflected in the pricing of government bonds.
30 March 2026
Emerging Market Debt
What five weeks of conflict mean for emerging market debt
What five weeks of conflict mean for emerging market debt
EM spreads are holding up well as energy route disruption from the Iran war continues, but differentiation is occurring across sovereign credits as investors reassess future risk.
30 March 2026
Multi-Asset
Multi asset
Market Perspectives: Where next for commodity prices?
Market Perspectives: Where next for commodity prices?
Today we look at the potential upside – and even downside – risks to the oil price and other commodities from the Iran war and where they might go from here.
24 March 2026
Fixed income
In Credit Weekly Snapshot – The curve that got away
In Credit Weekly Snapshot – The curve that got away
The EUR swap curve is telling a fascinating story amid the Iran conflict.
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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.
