Responsible Investment Quarterly – Q4 2020

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Responsible Investment Quarterly – Q4 2020

View the Q4 2020 edition of the Responsible Investment team’s Quarterly Report

In this issue we explore the following: 

  • Foreword, by Iain Richards
  • Portfolio Manager Viewpoint – Andrea Carzana
  • Country Head Focus – Austria: Herbert Kronaus
  • Infrastructure investing in a post-Covid world
  • Solutions to the ever-growing plastic waste problem
  • Voting and engagement highlights Q4

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Threadneedle Asset Management UK International Holdings Limited – Responsible Investment Quarterly Report – Q4 2020
4 März 2021
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Responsible Investment Quarterly – Q4 2020

Important information

The research and analysis included on this website has been produced by Columbia Threadneedle Investments for its own investment management activities, may have been acted upon prior to publication and is made available here incidentally. Any opinions expressed are made as at the date of publication but are subject to change without notice and should not be seen as investment advice. Information obtained from external sources is believed to be reliable but its accuracy or completeness cannot be guaranteed.

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The climate risk ‘hot potato’– which sector will be left with burnt fingers?

A secure and consistent supply of critical minerals is fundamental to the energy transition and to achieving net-zero, but demand is putting pressure on supply chains and costs, and risks polarising sentiment around the energy transition.
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Sally Springer

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If demographics are destiny, investors should brace for change

World demographics are changing rapidly. With markets experiencing these shifts at different paces, we look at how three major economies are reacting to demographic shifts and highlight the potential implications.
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Nathaniel Liddle

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Media in search of its Jerry Maguire moment… ‘Show me the money!'

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The fundamental backdrop is relatively stable, with the deteriorating outlook in automotives set against a well-capitalised issuer base – but bifurcation of credits continues.
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Joanna Tano

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UK Real Estate: Talking Points October 2024

Welcome to our quarterly snapshot of current real estate market trends.
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Important information

The research and analysis included on this website has been produced by Columbia Threadneedle Investments for its own investment management activities, may have been acted upon prior to publication and is made available here incidentally. Any opinions expressed are made as at the date of publication but are subject to change without notice and should not be seen as investment advice. Information obtained from external sources is believed to be reliable but its accuracy or completeness cannot be guaranteed.

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