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In Credit Weekly Snapshot – January 2024

Under pressure.

Key markets overview

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In Credit Weekly Snapshot – 29 January 2024

After the gold rush.

Key markets overview

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In Credit Weekly Snapshot – 22 January 2024

Rehabilitated real estate.

Key markets overview

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In Credit Weekly Snapshot – 15 January 2024

Follow that...!

Key markets overview

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In Credit Weekly Snapshot – 08 January 2024
24 janvier 2024
Fixed Income Desk
Investment Grade Team
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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.
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.
15 octobre 2026

Senior Client Portfolio Manager, Head of Client Strategy

Pyrspectives - Profits are at record highs - Are markets too optimistic?

Explore Pyrford's Q3 2026 investment outlook covering bond yields, equity valuations, corporate profits and market risks.
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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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