Insights

September 2021

Mine Tzegul

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
September 2021

Mine Tzegul

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

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20 September 2021

Mine Tzegul

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
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
16 September 2021

Natasha Ebtehadj

Portfolio Manager, Global Equities

Cats, rivers & regulation: the lowdown on Chinese equities

Natasha Ebtehadj looks at the country from an equity investment perspective following a for-profit ban in education companies and increased regulation around its tech giants.
Read time - 3 min
14 September 2021

Daisuke Nomoto

Portfolio Manager, Japanese Equities

Topix hits 30-year high as PM Suga announces resignation

Daisuke Nomoto examines the events that have seen Yoshihide Suga resign as PM, looks at the potential candidates to replace him, and the implications of each for the market.
Read time - 3 min
14 September 2021

Andrea Carzana

Portfolio Manager

Second-hand clothing to overtake fast fashion

The re-use and second-hand clothes market is projected to double over the next five years to $77 billion and could be twice the size of fast fashion by 2030.
Read time - 3 min
14 September 2021

Jin Xu

Portfolio Manager

China is making good RI progress, despite its contradictions

China is a double-edged sword: it is the world-leading renewables developer, installing more than double the gigawatt capacity of its nearest competitor over the past decade both in terms of wind and solar power, but at the same time it has seen the highest coal capacity additions over the same period – nearly quadruple that seen in India.
Read time - 3 min
13 September 2021

On RI investing the US is once again the land of opportunity

While one in every three dollars in the US is managed following sustainable investment strategies, and the nation is the world’s largest country issuer of green bonds, there remain significant opportunities for growth. Early signs indicate the Biden administration could provide a ‘turbo boost’.
Read time - 5 min
7 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
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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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