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In Credit Weekly Snapshot – December 2024

It’s the end of the year as we know it

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In Credit Weekly Snapshot – 16 December 2024

Égalité restored?

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In Credit Weekly Snapshot – 9 December 2024

Thanks given

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In Credit Weekly Snapshot – 2 December 2024

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Improvements have been driven by banks and defence, and these may continue to perform, but as earnings growth rises in 2026 we expect performance to deepen.
US securitised assets offer diversification benefits in a marketplace that offers attractive yields for its high-quality nature. When blended into LDI portfolios there is opportunity to enhance collateral waterfall resilience while improving risk/return dynamics.
The European Central Bank is contending with increased fiscal spending and a massive shift in the Dutch pension system, leaving markets seeking clarity. Read on for a breakdown of fixed income news across sectors and regions.
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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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European rally set to continue and performance broaden out

Improvements have been driven by banks and defence, and these may continue to perform, but as earnings growth rises in 2026 we expect performance to deepen.
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Jason Callan

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LDI focus: Diversification benefits of US securitised credit

US securitised assets offer diversification benefits in a marketplace that offers attractive yields for its high-quality nature. When blended into LDI portfolios there is opportunity to enhance collateral waterfall resilience while improving risk/return dynamics.
2 12月 2025

In Credit Weekly Snapshot – Tired of waiting for you

The European Central Bank is contending with increased fiscal spending and a massive shift in the Dutch pension system, leaving markets seeking clarity. Read on for a breakdown of fixed income news across sectors and 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.

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