Insights

January 2021

US bond yields buoyed by the ‘Blue Wave’

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 Man

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

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

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.

Important information

This material is for information only and does not constitute an offer or solicitation of an order to buy or sell any securities or other financial instruments to anyone in any jurisdiction in which such offer is not authorised, or to provide investment advice or services. The 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. The mention of any specific shares or bonds should not be taken as a recommendation to deal. This document is not investment, legal, tax, or accounting advice. Investors should consult with their own professional advisors for advice on any investment, legal, tax, or accounting issues relating an investment with Columbia Threadneedle Investments.