Riding the multi-year waves of AI investment

• Article

Feb 03, 2026

Tiffany Wade, Senior Portfolio Manager

Michael Guttag, Senior Portfolio Manager

The real story of artificial intelligence (AI) is the multi year progression of capital flows that will define which companies lead, when they lead and why.

The early innings: Why Japan's structural story has years to run

• Article

Jan 27, 2026

Daisuke Nomoto, Senior Portfolio Manager

Simon Morton-Grant, Client Portfolio Manager

Corporate governance reforms, capital reallocation and attractive valuations create a compelling multi-year investment thesis.

Columbia Threadneedle Fixed-Income Monitor: January 2026

• Article

Jan 22, 2026

Samantha Parsons, Associate Portfolio Manager

Our monthly guide to fixed-income markets.