Insights
July 2026
Multi-Asset
Pyrspectives - Is it a bubble?
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.
July 2026
Multi-Asset
Pyrspectives - Is it a bubble?
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.
6 July 2026
Multi-Asset
Pyrspectives - Is it a bubble?
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.
2 July 2026
Fixed income
Should investment grade prime office landlords worry about AI?
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.
30 June 2026
Fixed income
In Credit Weekly Snapshot – The tied is high
In Credit Weekly Snapshot – The tied is high
Events in the Middle East continue to influence economic policy, with central banks revisiting future rate moves as the oil price returns to pre-conflict levels.
29 June 2026
Multi-Asset
Market Perspectives: Postcard from Milan: What’s in store for H2?
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.
29 June 2026
Global investment solutions
Euro LDI Update: Inflation pressures mark the start of a new cycle
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.
24 June 2026
Fixed income
In Credit Weekly Snapshot – What’s new pussycat?
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.
23 June 2026
Multi-Asset
Market Perspectives: Postcard from Switzerland: Should markets be moving more?
Market Perspectives: Postcard from Switzerland: Should markets be moving more?
Despite a fluctuating geopolitical and policy backdrop, financial markets have remained relatively contained.
22 June 2026
Fixed income
Pursuing positive impact through fixed income
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.
17 June 2026
Equity
Beyond hype: AI benefits taking shape
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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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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