Insights

Juni 2026
Multi-Asset

Anthony Willis

Senior Economist, Multi-Asset Solutions team

Market Perspectives: Postcard from Milan: What’s in store for H2?

As investors look ahead to the second half of 2026, the market backdrop appears somewhat less fraught than it did during the first six months of the year.
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Juni 2026
Multi-Asset

Anthony Willis

Senior Economist, Multi-Asset Solutions team

Market Perspectives: Postcard from Milan: What’s in store for H2?

As investors look ahead to the second half of 2026, the market backdrop appears somewhat less fraught than it did during the first six months of the year.
Read more

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29 Juni 2026
Multi-Asset

Anthony Willis

Senior Economist, Multi-Asset Solutions team

Market Perspectives: Postcard from Milan: What’s in store for H2?

As investors look ahead to the second half of 2026, the market backdrop appears somewhat less fraught than it did during the first six months of the year.
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29 Juni 2026
Globale Anlagelösungen

Rosa Fenwick

Head of LDI Implementation

Euro LDI Update: Inflation pressures mark the start of a new cycle

Inflation and growth risks are back in focus, unsettling central bank easing plans and raising pressure across Eurozone markets.
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24 Juni 2026
Festverzinsliche Anlagen

In Credit Weekly Snapshot – What’s new pussycat?

Larry the long-serving 10 Downing Street cat is set to welcome yet another UK prime minister, the seventh in a decade. Elsewhere, there was a repricing of interest rate risk on hawkish noises from central banks.
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23 Juni 2026
Multi-Asset

Anthony Willis

Senior Economist, Multi-Asset Solutions team

Market Perspectives: Postcard from Switzerland: Should markets be moving more?

Despite a fluctuating geopolitical and policy backdrop, financial markets have remained relatively contained.
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22 Juni 2026
Festverzinsliche Anlagen

Pursuing positive impact through fixed income

From 17th‑century Dutch flood defences to modern social bonds, fixed income has long financed vital public needs – emerging as a powerful, scalable force for measurable social impact.
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17 Juni 2026
Aktien

Tiffany Wade

Senior Portfolio Manager

David Goodman

Senior Equity Research Analyst

Beyond hype: AI benefits taking shape

AI is moving beyond the hype cycle, with real productivity gains beginning to emerge. The biggest investment opportunities may lie with companies that can translate adoption into durable competitive advantage.
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16 Juni 2026
Festverzinsliche Anlagen

In Credit Weekly Snapshot – The only way is up

A peace deal between the US and Iran should see the Strait of Hormuz reopen, which triggered a sharp selloff in the oil price and a rally in bond markets. Read on for a breakdown of fixed income news across sectors and regions.
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16 Juni 2026
Globale Anlagelösungen

Rosa Fenwick

Head of LDI Implementation

LDI market review and outlook June 2026 – Nothing Trumps political infighting

Political and geopolitical shocks have revived inflation and growth risks, complicating central banks’ easing plans and increasing pressure on UK gilts.
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15 Juni 2026
Alternative Anlagen

Joanna Tano

Head of Research, European Real Estate

Alex Dunn

Research Analyst, European Real Estate

European Real Estate 2026: Half-year health check

The macroeconomic backdrop has weakened, but there is a solid base for recovery – a recovery that has been put back rather than put off.
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Das hier zugrundeliegende Research und die Analysen sind von Columbia Threadneedle Investments für die eigenen Investmentaktivitäten erstellt worden. Aufgrund dieser sind möglicherweise bereits Entscheidungen noch vor dieser Publikation getroffen worden. Die Veröffentlichung zum jetzigen Zeitpunkt geschieht zufällig. Aus externen Quellen bezogene Informationen werden zwar als glaubwürdig angesehen, für ihren Wahrheitsgehalt und ihre Vollständigkeit kann jedoch keine Garantie übernommen werden. Alle enthaltenen Meinungsäußerungen entsprechen dem Stand zum Zeitpunkt der Veröffentlichung, können jedoch ohne Benachrichtigung geändert werden.

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