Insights
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.
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.
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.
26 February 2026
Responsible investment
The evolving landscape of climate investing
The evolving landscape of climate investing
Climate change and the energy transition are multi-decadal themes that are shaping the world we live in, with wide-ranging implications for investors.
24 February 2026
Fixed income
In Credit Weekly Snapshot – Rip it up (and start again)
In Credit Weekly Snapshot – Rip it up (and start again)
On Friday, the US Supreme Court ruled that Donald Trump administration’s use of the
International Emergency Economic Powers Act to impose broad-based tariffs was unconstitutional.
23 February 2026
Multi-Asset
Multi asset
Market Perspectives: Tariffs 2.0? The options for President Trump
Market Perspectives: Tariffs 2.0? The options for President Trump
This week we focus on tariffs following last Friday’s US Supreme Court ruling that the current tariff regime under the International Emergency Economic Powers Act (IEEPA) is unlawful.
20 February 2026
Multi-Asset
Asset Allocation update - February 2026
Asset Allocation update - February 2026
2026 has thus far seen geopolitical events, from Venezuela and Iran to Greenland, attracting attention. Headlines about tariffs and questions over the independence of the US Federal Reserve have continued. Still, financial markets remain resilient.
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.
16 February 2026
Equity
Europe finds its footing
Europe finds its footing
The bloc enters 2026 with better balance sheet health, savings and easing inflation, and Germany’s fiscal policy is a boost. With global earnings broadening, this represents a clear opportunity.
Filter insights on this page
Capabilities
Media type
Themes
Regions
Capabilities
Media type
Themes
Regions
Important Information
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.
You may also like
About us
Millions of people around the world rely on Columbia Threadneedle Investments to manage their money. We look after investments for individual investors, financial advisers and wealth managers, as well as insurance firms, pension funds and other institutions.
Our funds
Columbia Threadneedle Investments has a comprehensive range of investment funds catering for a broad range of objectives.
Our capabilities
We offer a broad range of actively managed investment strategies and solutions covering global, regional and domestic markets and asset classes.
