Insights

July 2026

Gregory Turnbull Schwartz

Senior Analyst, Fixed Income

Data centres: the credit opportunity beyond hyperscalers

As hyperscalers commit vast sums to data centres, the more compelling story for credit investors may be the manufacturers supplying the physical infrastructure.
July 2026

Gregory Turnbull Schwartz

Senior Analyst, Fixed Income

Data centres: the credit opportunity beyond hyperscalers

As hyperscalers commit vast sums to data centres, the more compelling story for credit investors may be the manufacturers supplying the physical infrastructure.

Filter insights

16 July 2026

Gregory Turnbull Schwartz

Senior Analyst, Fixed Income

Data centres: the credit opportunity beyond hyperscalers

As hyperscalers commit vast sums to data centres, the more compelling story for credit investors may be the manufacturers supplying the physical infrastructure.
16 July 2026

Natalia Luna

Senior Thematic Investment Analyst

Decoding investment signals from the AI build-out

The artificial intelligence (AI) boom is dominating the narrative in global equity markets and reshaping the investment opportunity set.
14 July 2026

In Credit Weekly Snapshot – Back on the chain gang

France’s finances remain an issue, with political instability likely to delay efforts to tackle the deficit. Elsewhere, the Middle East weighs on central banks.
14 July 2026

The loudest story isn’t always the winning play

Market drama may dominate headlines, but disciplined research, process and conviction remain essential to generating long-term investment performance across cycles.
10 July 2026

Guillaume Langellier

Senior Credit Research Analyst

Should investment grade prime office landlords worry about AI?

AI is reinforcing prime office demand in the short term, but the bigger question is whether productivity gains will ultimately limit hiring and space needs.
7 July 2026

In Credit Weekly Snapshot – The long and winding road

Europe's biggest economies are slowly increasing defence spending, but a three-speed approach is emerging. Elsewhere, core markets bear steepened.
7 July 2026

From pitch to portfolios: A shrinking margin of error

Like knockout football, today’s markets reward preparation and balance. With less margin for error, diversified portfolios help investors compete.
6 July 2026

Anthony Willis

Senior Economist, Multi-Asset Solutions team

Market Perspectives: Playing for time

After an intense first half, financial markets appear to be entering a more measured phase.
6 July 2026

Luke Casey

Senior Client Portfolio Manager, Head of Client Strategy

Pyrspectives - Is it a bubble?

Explore Pyrford's Q2 2026 market outlook, analysing the AI investment boom, hyperscaler capex, AI monetisation trends, data centre constraints, US dollar strength, inflation risks and global economic developments.
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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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