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12 March 2026
Equity
Iran conflict brings oil supply risk into sharp focus
Iran conflict brings oil supply risk into sharp focus
Disruptions linked to Iran have translated geopolitical risk into real oil supply constraints, reshaping global energy markets.
10 March 2026
Fixed income
In Credit Weekly Snapshot – Smoke on the water
In Credit Weekly Snapshot – Smoke on the water
The market continues to trade on the potential macro consequences of events in the Middle East, with the threat of Iranian attacks effectively closing the Strait of Hormuz, leading to a sharp spike in oil prices.
9 March 2026
Multi-Asset
Multi asset
Market Perspectives: $100 oil. How much pain will it cause and what can be done about it?
Market Perspectives: $100 oil. How much pain will it cause and what can be done about it?
The Middle East supply shock pushes oil above $100. Could it rise further and what do we need to see before the situation eases?
5 March 2026
Equity
Emerging Market Equities: Initial reaction to the US-Israeli strike on Iran
Emerging Market Equities: Initial reaction to the US-Israeli strike on Iran
The Iran war has stirred geopolitical nerves; EM markets have so far reacted in line with broader risk sentiment rather than fundamentals. What are the key risks?
3 March 2026
Fixed income
In Credit Weekly Snapshot – Everybody wants to rule the world
In Credit Weekly Snapshot – Everybody wants to rule the world
With the invasion of Iran, geopolitics is once again dominating proceedings.
3 March 2026
Fixed income
EMEA Investment grade examined 2026 - The importance of portfolio construction
EMEA Investment grade examined 2026 - The importance of portfolio construction
While credit markets proved to be relatively resilient in the face of multiple geopolitical events, there is no guarantee that this will always be the case. So, how do we see credit markets against such a backdrop?
2 March 2026
Multi-Asset
Multi asset
Market Perspectives: Middle East conflict – market impacts and implications
Market Perspectives: Middle East conflict – market impacts and implications
This week we focus on the weekend’s events after the US and Israel began major combat operations against Iran.
27 February 2026
Multi-Asset
Back to basics: Why the time is right for multi-asset investing
Back to basics: Why the time is right for multi-asset investing
The great reset in bond yields means multi-asset is once again a viable option for investors seeking a smoother return profile.
26 February 2026
Global investment solutions
Euro LDI Update: Dutch pension reform – what’s the problem?
Euro LDI Update: Dutch pension reform – what’s the problem?
Assessing the impact Dutch pension reforms on markets. We also look forwards at the likely direction of key rates for liability hedging.
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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.
