Responsible Investment Quarterly

Institutional

Responsible Investment Quarterly – Q4 2021

View the Q4 2021 edition of the Responsible Investment team’s Quarterly Report.

In this issue we explore the following:

Foreword, by Iain Richards
Portfolio manager’s viewpoint
Country Head focus – Germany
The sustainable outlook for 2022 and beyond: four environmental themes
Europe’s carmakers catch up on electric vehicles
Voting and engagement highlights Q4

PDF

Threadneedle Asset Management UK International Holdings Limited – Responsible Investment Quarterly Report – Q4 2021

23 March 2022

Columbia Threadneedle Investments

Key topics

Responsible investment

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.

Related Insights

8 October 2024

Responsible investment

Responsible Investment

The climate risk ‘hot potato’– which sector will be left with burnt fingers?

A secure and consistent supply of critical minerals is fundamental to the energy transition and to achieving net-zero, but demand is putting pressure on supply chains and costs, and risks polarising sentiment around the energy transition.

19 September 2024

Responsible investment

Thematic Insights

Sally Springer

Senior Thematic Research Analyst, Global Research

James Hodge

Analyst, Research Advanced Analytics

If demographics are destiny, investors should brace for change

World demographics are changing rapidly. With markets experiencing these shifts at different paces, we look at how three major economies are reacting to demographic shifts and highlight the potential implications.

Read time - 8 min

14 August 2024

Fixed income

Fixed Income - Emerging Market Debt, Responsible investment

Kate Moreton

Emerging Market Sovereign Analyst

Seizing value in emerging market debt

Strong growth outlooks are counterbalanced by fiscal headwinds and above-target inflation, requiring a nuanced approach to capture value in emerging market debt.

Read time - 3 min

11 October 2024

Equity

Jim Griffin

Investment Content Manager

Market Monitor –11 October 2024

Global stock markets performed sluggishly this week as fears of a full-scale conflict between Israel and Iran grew.

8 October 2024

Fixed income

Fixed Income Desk

In Credit - Weekly Snapshot

In Credit Weekly Snapshot – October 2024

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

8 October 2024

Responsible investment

Responsible Investment

The climate risk ‘hot potato’– which sector will be left with burnt fingers?

true