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Latest Insights

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Explore some of our latest insights on industry news and trends.

  • 2026 Macroeconomic Outlook: Treading a finer line

    • Article
    Nov 11, 2025

    William Davies, Global Chief Investment Officer

    Resilient growth and rising markets mask underlying structural tensions — and the risks of a misstep are accumulating. We assess the balance for investors.

  • Columbia Threadneedle Fixed-Income Monitor: November 2025

    • Article
    Nov 06, 2025

    Samantha Parsons, Associate Portfolio Manager

    Our monthly guide to fixed-income markets.

  • Bond investors join the AI infrastructure boom

    • Article
    Oct 28, 2025

    Nathaniel Liddle, Senior Analyst, Investment Grade Credit

    Siao Lu, CFA, Analyst, Structured Products

    Richard Gross, CFA, Senior Analyst, High Yield

    Todd Czachor, CFA, Global Head of Fixed Income Research

    The AI infrastructure boom is more than a tech story — it’s a fixed-income story. Discover how this capital-intensive transformation is creating new opportunities and risks for bond investors.

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