Insights

January 2021

“Turning to the tasks of our time”

FIXED INCOME DESK

In Credit - Weekly Snapshot

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

January 2021

Looking forward to a recovery with ‘green collar’ jobs

Simon Bond

Director of Responsible Investment Portfolio Management

A competitive tension is building between countries not wanting to get left behind in the drive to reach zero carbon emissions targets. In light of this 2021 promises to be a seminal year.

January 2021

Glimpses of light at the tunnel’s end

Roman Gaiser

Head of High Yield EMEA

2020 altered the high yield universe, but fears of high levels of corporate defaults proved unjustified. The resulting landscape should be set for steady returns in 2021

January 2021

UK sustainable equity - backing responsible businesses emerging stronger from the coronavirus crisis

Sonal Sagar

Portfolio Manager, UK Equities

The pandemic brought the S in environmental, social and governance investing more to the fore, and 2021 will see the fund looking at companies where underlying business models and growth opportunities are positioned for sustainable success

December 2020

Video: 2021 investment outlook

Columbia Threadneedle Investments

 

Mark King, Head of Content for EMEA, is joined by a panel of our leading investors to talk about the outlook for economies and markets, as well as the themes, trends and events they expect to see in 2021. Featuring: William Davies, Chief Investment Officer EMEA and Global Head of Equities; Neil Robson, Head of Global Equities; Maya Bhandari, Multi-Asset Portfolio Manager; and Alasdair Ross, Head of Investment Grade credit.

December 2020

Fixed income: security selection a key driver of outperformance

Gene Tannuzzo

Deputy Global Head of Fixed Income

How the Fed’s aggressive response to coronavirus has driven yields on safe-haven debt to near zero, leaving 'low-risk' portfolios increasingly susceptible to interest rate-driven price volatility, and what investors might consider doing to their portfolios.

December 2020

Style rotation towards value is a temporary phenomenon

William Davies

CIO, EMEA & Global Head of Equities

William Davies, Chief Investment Officer for EMEA and Global Head of Equities, discusses the recent style moves within markets

December 2020

Global IG: don’t underestimate changed behaviours

Alasdair Ross

Head of Investment Grade Credit

How the investment grade market fared during a tumultuous 2020, changed behaviours that could be here to stay, and why we're quite positive about the year ahead

December 2020

US equities: two major themes in a stabilising economy

Nicolas Janvier

Head of US Equities, EMEA

As we enter the recovery phase, the US equity team is working closely with our Fundamental Research team to analyse two major themes that will drive our sector positioning and stock picks over the coming months.

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.