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18 February 2026
Fixed income
2026 credit thoughts – here comes the capex …
2026 credit thoughts – here comes the capex …
Competition for capital is heating up. Persistent government deficits combined with a long overdue acceleration in corporate capex means bond markets face a wave of new supply. Is this a risk or opportunity?
17 February 2026
Fixed income
In Credit Weekly Snapshot – Stuck in the middle with you
In Credit Weekly Snapshot – Stuck in the middle with you
Core government bond markets are onlookers as equity markets are buffeted by AI uncertainty, with the US 10-year Treasury range-bound.
16 February 2026
Multi-Asset
Multi asset
Market Perspectives: The Great Rotation… What’s going on with US equities?
Market Perspectives: The Great Rotation… What’s going on with US equities?
This week we focus on US equities and a rotation in the market.
10 February 2026
Fixed income
In Credit Weekly Snapshot – Slow dancing in a burning room
In Credit Weekly Snapshot – Slow dancing in a burning room
The US dollar has hit a post-2022 low and some countries are reducing their exposure.
10 February 2026
Multi-Asset
Multi asset
Market Perspectives: Takaichi's gamble pays off
Market Perspectives: Takaichi's gamble pays off
This week we focus on the weekend’s Japanese elections.
9 February 2026
Alternatives
UK Real Estate: Talking Points January 2026
UK Real Estate: Talking Points January 2026
Welcome to our quarterly snapshot of current real estate market trends.
6 February 2026
Equity
Riding the multi-year waves of AI investment
Riding the multi-year waves of AI investment
The real story of artificial intelligence (AI) is the multi‑year progression of capital flows that will define which companies lead, when they lead and why.
3 February 2026
Fixed income
In Credit Weekly Snapshot – Fool’s gold
In Credit Weekly Snapshot – Fool’s gold
We’ve seen extraordinary moves in precious metals recently. The same can’t be said for Bitcoin.
2 February 2026
Multi-Asset
Multi asset
Market Perspectives: Did the Federal Reserve just turn more hawkish or dovish?
Market Perspectives: Did the Federal Reserve just turn more hawkish or dovish?
This week we focus on the US Federal Reserve (Fed). We explore looming changes in leadership and a pause in rate.
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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.
