Green hydrogen is finally showing its true colours

We look at what is driving recent heightened interest in hydrogen as a clean alternative to fossil fuels, the catalysts required for it to become a viable solution, and the opportunities this might present from an infrastructure point of view.

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.

European sustainable infrastructure – in a sweet spot

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

Global map

Our fixed income team provide their weekly snapshot of market events.

Discovering which business models will prosper after the pandemic

Discovering which business models will prosper after the pandemic

Negative, unchanged and positive impacts

Research, research, research…

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.

Tracking the pandemic – the challenges of interpreting fast-changing data

Tracking the pandemic the challenges of interpreting fast 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.”

Discovering which business models will prosper after the pandemic

Discovering which business models will prosper after the pandemic

Negative, unchanged and positive impacts

Shipping: A social industry making environmental strides

Globalisation

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

Investment team updates – bullet points 16 April

Valuation BBBs and policy change

Investment team updates – bullet points 16 April