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

European sustainable infrastructure - in a sweet spot

Ingrid Edmund

Senior Portfolio Manager

There are four issues that affected infrastructure in 2020, and they reaffirm our confidence in the team’s long-term investment thesis and strategy

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

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

The (end of the) year of living dangerously

FIXED INCOME DESK

In Credit - Weekly Snapshot

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

November 2020

Quietness on the edge of town

FIXED INCOME DESK

In Credit - Weekly Snapshot

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

October 2020

Money for nothing, and VIX for free.

FIXED INCOME DESK

In Credit - Weekly Snapshot

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

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

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.