Funding Europe’s green infrastructure finance gap
Environmental, social and governance investing has received huge policy support, particularly in Europe where the build out of green infrastructure has been impressive. We look at four major investment themes this presents.
Asset allocation update: standing pat
Maya Bhandari looks at how the team has managed its asset allocations over the past couple of months and where they believe the best risk-adjusted returns will come from.
Office-working: long-term symptoms or full recovery?
With the advent of the Covid-19 pandemic, millions of office workers worldwide were forced to work from home (WFH) for the majority of 2020.
European sustainable infrastructure – in a sweet spot
There are four issues that affected infrastructure in 2020, and they reaffirm our confidence in the team’s long-term investment thesis and strategy.
Summer slumber soothes markets
Our fixed income team provide their weekly snapshot of market events.
Tracking the pandemic – the challenges of interpreting fast-changing data
“The Covid-19 pandemic is generating huge quantities of case count data as the
disease advances around the world. We have seen countries and regions that were hit earliest move through the initial peak and into a period of declining incidence, while those affected more recently are still recording rapid rises in infections and fatalities. But the data raises as many questions as it answers.”
Research, research, research…
At Columbia Threadneedle Investments, our team of 180 analysts and research associates is dedicated to original, independent research. Working collaboratively across all major asset classes our teams utilize big data and analytics, such as machine learning and augmented intelligence, to turn information into forward-looking insights that add real value to investment decisions, enabling consistent and replicable outcomes for our clients.
Discovering which business models will prosper after the pandemic
Negative, unchanged and positive impacts
Discovering which business models will prosper after the pandemic
Negative, unchanged and positive impacts
Shipping: A social industry making environmental strides
Transport assets remind us that, within ESG investing, ‘S’ can be just as important as ‘E’ and ‘G’, and focussing on the environment and governance at the expense of social aspects can be detrimental