Insights

12 October 2020

What the US election means for markets… and what it doesn’t!

Colin Moore

Global Chief Investment Officer

The election cycle will increase short-term volatility, but we don’t believe it will have much influence on market averages over the long term.

October 2020

Onwards and upwards.

FIXED INCOME DESK

In Credit - Weekly Snapshot

Our fixed income team provide their weekly snapshot of market events.

October 2020

UK equities: in need of a vaccine!

Richard Colwell

Head of UK Equities

The UK market might be the land that time forgot, but the best time to invest can be when it feels most uncomfortable. We would argue it is poised to recover strongly

October 2020

European equities seen through an ESG lens

Ann Steele & Dan Ison

Portfolio Manager

Threadneedle (Lux) Pan European Equities is formally adopting environmental, social and governance criteria – a natural extension of its successful approach

October 2020

A sustainable perspective on digital infrastructure

Benjamin Kelly & Antonio Botija

Senior Analyst Global Research & Head of Origination and Investments, Infrastructure Investments

Infrastructure investors have a long track record as owners of telecommunications assets. However, 2020 is the year in which digital infrastructure has clearly established its place as a core infrastructure sector, which also provides a huge opportunity for investment in sustainability

September 2020

Pandemic policy measures don’t derail credit preference

Christopher Hult & Paul Smillie & Rosalie Pinkney

Portfolio Manager, Investment Grade & Senior Investment Analyst & Senior Credit Analyst

Policymakers have taken several steps to prevent the banking sector from becoming an amplifier of the shock caused by the Covid-19 pandemic, instead making it part of the solution. We believe the sector has enough capital and liquidity to ride out the pandemic

September 2020

Coronavirus: what now for economies and markets?

Paul Doyle

Head of Europe ex-UK Equities

It’s been a tumultuous time for investors everywhere. Momentum is the key when looking at future prospects for stock markets and employment prospects across the continent

September 2020

Q&A: Germany set to shine spotlight on supply chains

Andrea Carzana

Portfolio Manager – European Equities

The country is poised to increase scrutiny on human rights and eco standards within business. As investors, the investigation of environmental, social and governance (ESG) risks form an essential component of our bottom-up investment analysis

September 2020

Implications of the global debt explosion

Tammie Tang & Paul Smillie

Portfolio Manager & Senior Investment Analyst, Fixed Income

Global debt was at an unprecedented level before Covid-19. With the subsequent policy response injecting liquidity into most parts of the world economy, the debt predicament is set for a worse path. We explore the implications for sovereigns, financials and corporates, particularly from the perspective of credit investors

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.