Navigating China’s property sector: growth, turmoil and outlook
The future of China’s real estate market remains uncertain, depending on economic factors, policy interventions and market sentiment
Gilt-edged opportunities
UK government bonds are cheaper than US treasuries despite a slightly higher US base rate. What does this mean for investors?
The Asian Monetary Fund: Just talk or potential reality?
In the current geopolitical environment, an AMF could give Asian countries a stronger voice in decision-making processes.
European high yield: impact from rising rates is so far relatively muted
Credit metrics should remain healthy through 2024, even as revenues and earnings growth are likely to slow as the macro backdrop starts to bite.
European Utilities: as good as it gets…
Explaining why we’ve improved the European Utilities sector fundamental score from Neutral to Positive.
A unique lens on banks and net zero
How are financial institutions embracing the energy transition and managing climate change risks, and what are the opportunities presented by the decarbonisation process?
Through the windshield: rate hikes and borrowing costs for investment grade companies
The impact of rate hikes and borrowing costs on investment grade companies
Threadneedle (Lux) European High Yield Bond Update
Wie hat sich das Jahr 2023 bisher entwickelt, welche Trends haben sich aus dem Jahr 2022 fortgesetzt, und wie positionieren wir uns im weiteren Jahresverlauf?
Andrew Dewar
Andrew Dewar is a portfolio manager in the Investment Grade Credit team at Columbia Threadneedle Investments.
Residential and datacentres – European investment grade credit
Finding the right locations in European real estate credit. Any why residential and datacentres look attractive.