Insights

January 2026

Gary Smith

Head of EMEA Client Portfolio Manager team, Fixed Income

Luke Copley

Client Portfolio Manager, Fixed Income

Be a navigator not an observer: why investors should choose active for fixed income

Passive fixed income strategies may look efficient, but their structural flaws have long created opportunities for active managers to shine.
January 2026

Gary Smith

Head of EMEA Client Portfolio Manager team, Fixed Income

Luke Copley

Client Portfolio Manager, Fixed Income

Be a navigator not an observer: why investors should choose active for fixed income

Passive fixed income strategies may look efficient, but their structural flaws have long created opportunities for active managers to shine.

Filter insights

20 January 2026

Gary Smith

Head of EMEA Client Portfolio Manager team, Fixed Income

Luke Copley

Client Portfolio Manager, Fixed Income

Be a navigator not an observer: why investors should choose active for fixed income

Passive fixed income strategies may look efficient, but their structural flaws have long created opportunities for active managers to shine.
19 January 2026

Anthony Willis

Senior Economist, Multi-Asset Solutions team

Market Perspectives: How serious is the US threat to Europe over Greenland?

It’s been another busy week in terms of geopolitics as the US continues to ramp up rhetoric around the ownership of Greenland.
13 January 2026

In Credit Weekly Snapshot – Hi ho silver lining …

The price of the precious metal is rapidly rising due to its use in solar panels and, more importantly, defence products, with China having control over much of the market. Elsewhere, Fed independence was back in the news. Read on for a breakdown of fixed income news across sectors and regions.
13 January 2026

William F. “Ted” Truscott

Chief Executive Officer

2026 CEO Outlook: Measured optimism amid uncertainty

As a new year begins, CEO Ted Truscott shares his outlook on market opportunities and potential risks for investors.
12 January 2026

Anthony Willis

Senior Economist, Multi-Asset Solutions team

Weekly Perspectives: What could unsettle financial markets?

In terms of geopolitical newsflow it has been a very busy start to 2026. We have seen attention on Venezuela, Iran and Greenland to name but a few. Thus far, however, financial markets remain untroubled.
6 January 2026

In Credit Weekly Snapshot – Leaving on a jet plane

A spectacular start to 2026 saw the Venezuelan president whisked off to jail in the US, which caused a spike in bond prices. We wrap up the end of 2025 and focus on what’s to come in 2026. Read on for a breakdown of fixed income news across sectors and regions.
6 January 2026

Jake Lunness

Investment Analyst, Investment Grade Credit

Is UK airport expansion about to take flight?

Four London airports have set out plans to increase their capacity. With the costs running into the billions what will the projects actually deliver and, perhaps most importantly, who will pay for it?
5 January 2026

Anthony Willis

Senior Economist, Multi-Asset Solutions team

Weekly Perspectives: Will the latest geopolitical shock derail markets?

Welcome to the first market perspectives of 2026. Today we focus on geopolitics and US actions in removing Venezuelan President Maduro over the weekend.
22 December 2025

Asset Allocation update - November 2025

We have seen a softening in market momentum led by US equities and based around two factors. Firstly, there are reduced expectations for an interest rate cut in the aftermath of the October’s Federal Reserve (Fed) meeting.
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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.

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