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.
Riding Europe’s building renovation wave
The EU’s decision to put building modernisation at the heart of its drive to reduce CO2 emissions heralds a major spending programme to transform energy efficiency. It also represents a wider drive across the continent in which Columbia Threadneedle is keen to be involved
Shipping: A social industry making environmental strides
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
Responsible Investment has become increasingly important for many asset owners, so what does 2019 hold?
At a time when demand for ESG integration is growing and confidence in the investment impacts of traditional ESG approaches remains high, data science offers the additional prospect of solving for the effective integration of meaningful non-financial analysis in investment, at scale and with global reach.
Disruptive technologies challenge traditional infrastructure approach
Traditional infrastructure investments are being challenged by the pace of innovation, and technology and disruption will likely create opportunities across all core infrastructure asset types. So a highly flexible approach is required to respond to this.
Asset Allocation Monthly
View the latest Asset Allocation Update