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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.
23 March 2026
Multi-Asset
Multi asset
Market Perspectives: The fog of war and monetary policy
Market Perspectives: The fog of war and monetary policy
Today we will look at Iran and the impact on central banks.
19 March 2026
Active ETFs
Conviction in both quant and fundamental research to pursue alpha
Conviction in both quant and fundamental research to pursue alpha
How we work to drive client outcomes through a combination of disciplined quantitative models and fundamental research driven company-level insights.
19 March 2026
Middle East: Markets brace for extended disruption
Middle East: Markets brace for extended disruption
With the economic impact of the crisis hinging on the flow of oil, investors should remain disciplined and focus on long‑term fundamentals over fast‑moving headlines.
17 March 2026
Multi-Asset
Multi asset
Market Perspectives: What will central banks do about $100 oil?
Market Perspectives: What will central banks do about $100 oil?
Events in the Middle East mean uncertainty for financial markets. That said, moves remain relatively modest. The S&P 500 stands around 5% lower.
17 March 2026
Fixed income
In Credit Weekly Snapshot – I won’t back down: stalemate in Strait of Hormuz
In Credit Weekly Snapshot – I won’t back down: stalemate in Strait of Hormuz
There seems to be no easy way out of the Iran war, as the ongoing closure of the crucial seaway continues to impact prices and economies around the world. Read on for a breakdown of fixed income news across sectors and regions.
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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.
