Insights

Oktober 2021

Fixed Income Desk

In Credit - Weekly Snapshot

In Credit Weekly Snapshot – October 2021

Our fixed income team provide their weekly snapshot of market events.
Read time - 3 min
Oktober 2021

Fixed Income Desk

In Credit - Weekly Snapshot

In Credit Weekly Snapshot – October 2021

Our fixed income team provide their weekly snapshot of market events.
Read time - 3 min

Alle Insights

Filtern Insights

19 Oktober 2021

Fixed Income Desk

In Credit - Weekly Snapshot

In Credit Weekly Snapshot – October 2021

Our fixed income team provide their weekly snapshot of market events.
Read time - 3 min
4 Oktober 2021

Natalia Luna

Senior Thematic Investment Analyst, Responsible Investment

Kyle Bergacker

Senior Responsible Investment Analyst

Climate change: reassessing the risks of wildfires

The risks of wildfire are clear, but in between individual hardship and broader economic impacts, many other costs are typically not accounted for by investors.
Read time - 3 min
28 September 2021

Fixed Income Desk

In Credit - Weekly Snapshot

In Credit Weekly Snapshot – September 2021

Our fixed income team provide their weekly snapshot of market events.
Read time - 3 min
27 September 2021

Economic forecasts: Q3 2021

William Davies, CIO, EMEA & Global Head of Equities, on how the various regions have fared over the past three months as Covid restrictions have begun to be lifted, and what we as a business think might be in store as we look ahead
Read time - 5 min
27 September 2021

Sonal Sagar

Portfolio Manager, UK Equities

The case for sustainable investing in the UK

Sonal Sagar, Portfolio Manager, and Michael Hamblett, Analyst, look at the tailwinds for sustainable investing generally, the opportunities offered by the UK market and why the UK Sustainable Equity strategy is well placed to capitalise on this
Read time - 5 min
23 September 2021

Credit Threads #2: Consumer balance sheets

In this episode of Credit Threads, we discuss the outlook for consumers and the ways bond investors can find opportunities in consumer debt.
Listen time - 24 min
20 September 2021

Rosalie Pinkney

Senior Credit Analyst

Natalia Luna

Senior Thematic Investment Analyst, Responsible Investment

Climate change to bear upon banks’ financial performance

For investors evaluating financial institutions, the climate crisis will soon become a key consideration. Our research shows there is already a wide dispersion between the sector leaders and laggards.
Read time - 5 min
20 September 2021

Mine Tezgul

Portfolio Manager

Process is everything for Pan European Smaller Companies

The onset of Covid-19 in Europe initially saw value and cyclical stocks perform poorly. But as the continent emerged out of the first wave towards the end of summer 2020, this began to reverse.
Read time - 5 min
20 September 2021

Paul Doyle

Head of Europe ex-UK Equities

Walking the delicate path to normalisation

In spite of summer jitters in financial markets, we expect governments will cautiously normalise monetary policy and global growth will remain robust. We believe there is further upside for equities, especially in cyclical sectors poised to gain from economic reopening.
Read time - 5 min
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Wichtige informationen

Das hier zugrundeliegende Research und die Analysen sind von Columbia Threadneedle Investments für die eigenen Investmentaktivitäten erstellt worden. Aufgrund dieser sind möglicherweise bereits Entscheidungen noch vor dieser Publikation getroffen worden. Die Veröffentlichung zum jetzigen Zeitpunkt geschieht zufällig. Aus externen Quellen bezogene Informationen werden zwar als glaubwürdig angesehen, für ihren Wahrheitsgehalt und ihre Vollständigkeit kann jedoch keine Garantie übernommen werden. Alle enthaltenen Meinungsäußerungen entsprechen dem Stand zum Zeitpunkt der Veröffentlichung, können jedoch ohne Benachrichtigung geändert werden.

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