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Investment Management
Will long‑maturity government bond yields rise this year?
Arif Husain, CFA, explores the forces that could impact long‑maturity government bond yields.
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Investment Management
Why investors should choose active for fixed income
This year's market risks may mean active decision‑making is needed to unlock credit opportunities.
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Investment Management
Japan’s JGB jolt
Japan’s snap‑election decision has sent JGBs surging and put the global yen carry trade on alert.
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Investment Management
The futility of forecasting
How does value investing swerve forecasting’s flaws?
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Investment Management
Looking beyond the US for opportunity in 2026
US dollar weakness could boost overseas currency exposure, according to T. Rowe Price’s 2026 Global Market Outlook.
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Investment Management
The growing role of private markets in portfolio resilience
Amid continued macroeconomic and geopolitical volatility, private markets benefit from both cyclical and structural tailwinds that allow them to play a key role in diversified, resilient portfolios
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Investment Management
Emerging markets: From underdogs to outperformers
Are the conditions for an EM super‑cycle re‑emerging?
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Investment Management
Why investors need to tread a fine line in 2026
Resilient growth and rising markets mask underlying structural tensions – the risks of a misstep are accumulating.
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Investment Management
Will 2026 be China’s year?
Where are the opportunities in the world’s second-largest economy?
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Investment Management
Why 2026 could favour active bond strategies
Julien Houdain and Lisa Hornby examine central bank policy divergence, inflation risks, valuation dynamics and emerging opportunities across global fixed income markets.
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Investment Management
Private assets: Owning change in a transforming world
Where do the long-term opportunities for private capital lie?
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Investment Management
Beyond the mega-caps: Opportunities in global equities
Columbia Threadneedle Investments maintain a constructive outlook for equities, with a broadening of opportunities for selective investment, backed by disciplined diversification.
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