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In Credit Weekly Snapshot – November 2021

Our fixed income team provide their weekly snapshot of market events.

New variant of Covid leads to ‘risk off’.

Key markets overview

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In Credit Weekly Snapshot – 29 November 2021

Swapshop.

Key markets overview

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In Credit Weekly Snapshot – 22 November 2021

How to dismantle a conglomerate.

Key markets overview

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In Credit Weekly Snapshot – 15 November 2021

Communication breakdown.

Key markets overview

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In Credit Weekly Snapshot – 8 November 2021

The winner takes it all.

Key markets overview

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In Credit Weekly Snapshot – 1 November 2021
30 novembre 2021
Fixed Income Desk
In Credit – Weekly Snapshot
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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.

Eclairages connexes

13 octobre 2026

In Credit Weekly Snapshot – The real thing

Inflation continues to influence government finances, with UK real yields nearing 2%, their highest level since 2008, and US real yields approaching 3%.
6 octobre 2026

In Credit Weekly Snapshot – Move it

Bond markets are moving to a beat that equity markets have yet to hear. The MOVE Index has surged while the VIX remains near its lows – a divergence that has historically preceded broader risk repricing.
5 octobre 2026

Artificial intelligence: implications for the economy and equity and fixed income markets

Artificial intelligence has moved from a narrow technology theme to a broad investment, productivity and financing cycle that will impact almost every aspect of financial markets.
16 octobre 2026

Global Head of LDI

Q3 2026 repo update

Higher-for-longer rate expectations and geopolitical tensions shaped UK LDI funding markets in Q3, while resilient repo liquidity, rising year-end costs and broader funding options kept flexibility firmly in focus.
15 octobre 2026

Asset Allocation update - Q4 2026

Economies and financial markets remain resilient despite heightened inflation risks. These are shaping central bank policy and interest-rate expectations, pushing bond yields to levels not seen since before the global financial crisis.
15 octobre 2026

The case for UK retail parks

Retail parks are uniquely positioned at the intersection of three structural forces: value-oriented consumer behaviour, demand for convenience, and a constrained supply pipeline. We assess the outlook for one of the UK’s most structurally supported real estate sub-sectors.
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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.

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