Columbia Threadneedle

Investment Management
AI, uncertainty, and opportunity ahead of 2026
Investors face volatility, but innovation and Europe’s growth potential offer support.
Investment Management
Active advantage on short-term opportunities
Is flexibility the key to strong returns?
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Investment Management
US PPI shock sends yields higher
Are inflation surprises putting rate cuts at risk?
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Investment Management
Jobs slowdown fuels fixed income rally
How likely is a rate cut next month?
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Investment Management
Small caps, big potential: finding global opportunities
Scott Woods, portfolio manager in the global equities team at Columbia Threadneedle Investments, shares his insights on the trends shaping the small caps investment space
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Investment Management
Beyond the obvious: Where to find quality stocks
Quality investing isn’t just about strong financials—it’s about resilience and competitive edge.
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Pensions
Fixed income outlook update: the market comes out swinging
Patience will be crucial in 2025 to navigate uncertain market shifts. With yields driven by rising risk-free rates and credit spreads near historic lows, starting valuations are key. Access our exclusive...
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Pensions
FX reserves and the 10-10-10 proposition
Over the next 10 years the US dollar will likely surrender another 10% share of global foreign exchange reserves – but there will be no single beneficiary, with 10 different currencies all growing their...
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Pensions
Will 2025 be a year of opportunity amid uncertainty?
With inflation cooling and the US Federal Reserve transitioning from rate hikes to a cycle of rate cuts, bonds are poised to perform well in 2025.
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Pensions
Economic nationalism will present a constant challenge for investors
Geopolitics will dominate the investment landscape, with increased tariff and sanction regimes affecting trade. As a result of this, market volatility will argue for nimble active portfolio management...
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Investment Management
What the Budget could mean for the UK’s economic path
How will the new Budget shape the economic landscape?
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Investment Management
Global investment-grade corporates: fundamentals still strong
Can global investment-grade corporates maintain strong fundamentals amid economic shifts?
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