Insights

January 2021

All change, all change.

FIXED INCOME DESK

In Credit - Weekly Snapshot

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

January 2021

Global emerging markets: gaining momentum

Dara White

Global Head of Emerging Market Equities

Despite its huge impact, the Covid-19 pandemic has done little to disrupt the powerful structural trends driving growth in emerging markets, and we expect those trends to gain momentum in the coming year

January 2021

Threadneedle (Lux) Global Multi Asset Income Fund - Q&A update

Maya Bhandari & Felicity Long

Portfolio Manager, Client Portfolio Manager

In this Q&A video, Maya Bhandari (Portfolio Manager) and Felicity Long (Client Portfolio Manager) discuss what 2020 has been like for the Threadneedle (Lux) Global Multi Asset Income Fund, the implications of Covid on both the performance and the asset allocation.

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

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

Solutions in 2021: adapting to a new normal

Lorenzo Garcia

Head of Investment Solutions, EMEA and APAC

In unprecedented times, clients are struggling to build well-diversified portfolios, as well as grappling with the rising cost of guarantees and management of very expensive liabilities. After depending on fixed income diversification for decades, they must find new ways to hedge their exposures while growing assets.

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.

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.