Is the bond broken?
An allocation to government bonds within a multi-asset portfolio has traditionally played a vital role in terms of risk management and diversification. But with a decade-long bull era in both government bonds and equities, is this assumption still valid?
Funding Europe’s green infrastructure finance gap
Environmental, social and governance investing has received huge policy support, particularly in Europe where the build out of green infrastructure has been impressive. We look at four major investment themes this presents.
Asia Quarterly Bulletin – Spring 2021
In this issue we explore the Regional Comprehensive Economic Partnership, what Biden might mean for Asia and much more.
European sustainable infrastructure – in a sweet spot
Infrastructure is critical to a well-functioning economy and society, but not all infrastructure assets are created equal.
The electric revolution’s coming, and it’s on two wheels
The Asia-Pacific region’s
e-bike industry is ideally
placed to be a driving force
in the electric revolution
globally.
Asset allocation update: standing pat
Maya Bhandari looks at how the team has managed its asset allocations over the past couple of months and where they believe the best risk-adjusted returns will come from.
Office-working: long-term symptoms or full recovery?
With the advent of the Covid-19 pandemic, millions of office workers worldwide were forced to work from home (WFH) for the majority of 2020.
Summer slumber soothes markets
Our fixed income team provide their weekly snapshot of market events.
Discovering which business models will prosper after the pandemic
Negative, unchanged and positive impacts
Research, research, research…
At Columbia Threadneedle Investments, our team of 180 analysts and research associates is dedicated to original, independent research. Working collaboratively across all major asset classes our teams utilize big data and analytics, such as machine learning and augmented intelligence, to turn information into forward-looking insights that add real value to investment decisions, enabling consistent and replicable outcomes for our clients.