Industry news and views from Panacea and our partners.
Columbia Threadneedle Investments
Columbia Threadneedle: 3D vision: decarbonisation, defence and deglobalisation
Peace is like cement: you don’t necessarily see its benefits but it holds everything together. It is the foundation of geopolitics and markets that have been shaken to their core by the unexpected events of the past few weeks, the reverberations of which may well be felt for years to come.
Columbia Threadneedle: Investment team updates – Market updates 1 April 2022
Our investment team provide their weekly snapshot of market events.
Columbia Threadneedle: CIO outlook: market volatility, oil and interest rates
Russia’s invasion of Ukraine has put markets on edge. With a high level of uncertainty and rising commodity prices, will central banks change their plans on rate increases?
Columbia Threadneedle: Covid-19 index: activity recovers as Omicron fades
Normal activities begin to resume as restrictions are lifted and masks come off.
Columbia Threadneedle: Solutions Enhanced: Capital Market Assumptions 2022 Making a transition
The end of 2021 saw a continuing reminder of the impact of coronavirus, inflation occurring in major economies, and the world waking up to the stark choices presented by the climate emergency. We set out the expectations for what all this could mean for investors over the next five years and in the longer run.
Columbia Threadneedle: Aiming to fully capture semiconductor growth
The chip industry is both growth and quality – which is why we like it.
Columbia Threadneedle: Investors confront volatility as Russia invades Ukraine
Russia objects to the idea of Ukraine joining NATO, a move that it believes encroaches on its sphere of influence and places the US at its doorstep. The invasion is likely to have a significant human toll, and our thoughts are certainly with the people in Ukraine.
Columbia Threadneedle: Responsible investment: themes to look out for in 2022
Our RI Research and Stewardship Team look at the key themes they think will be in play as we go through 2022, and the opportunities and challenges that will arise within them.
Columbia Threadneedle: UK equities: it's all to play for!
We talk to Richard Colwell, Head of UK Equities, and Jeremy Smith, Portfolio Manager and Head of UK Research, about the much-maligned UK market, the themes, opportunities and challenges playing out there, and why the UK could be better placed than other international markets to prosper.
Columbia Threadneedle: Asset TV: Environmental Social and Governance (ESG) Masterclass
Ben Kelly, Senior Thematic Analyst, joins a panel of experts to discuss the current hot topics in sustainable investing, including the impact of digitisation on decision-making and whether current market conditions offer an attractive entry point.
Columbia Threadneedle: Bank of England raises interest rates: what does it mean for you?
As widely expected, the Bank of England (BoE) has decided to raise interest rates for the second time in two months – the first back-to-back rate rise since 2004.
Columbia Threadneedle: US equities: three themes to watch in a discriminating year
In a market where there will be a wide disparity between winning and losing stocks, only intensive research will uncover the likely winners.
Columbia Threadneedle: Emerging market equities: identifying the key long-term trend
As we enter 2022 we can expect robust fundamentals to serve as a key tailwind for emerging markets.
Columbia Threadneedle: Investment Outlook 2022 with William Davies
Deputy Global CIO and CIO EMEA, William Davies, talks about what the coming year might bring for companies, markets and fiscal policy
Columbia Threadneedle: A bumpy ride higher for equities
The coronavirus continues to introduce uncertainty, but investors should expect cyclicals to outperform in the first half of the year. Here we identify key catalysts for equity markets.
Columbia Threadneedle: UK Real Estate: how to follow a record 2021?
James Coke looks at how the UK market might follow a record 2021, and while we don’t expect next year to deliver comparable capital value growth, it is likely to witness similar positive supply and demand dynamics which should maintain market momentum.
Columbia Threadneedle: Less bezzle, more sparkle in the UK!
In 2021, investing in UK equities began to feel a little less lonely. The FTSE 100 index rose by more than 10% for the year by early December and UK companies resumed dividend payments after the pandemic-induced economic freeze in early 2020 when all hope seemed extinguished.
Columbia Threadneedle: Sustainability with a global approach
Pauline Grange, global equities portfolio manager at Columbia Threadneedle Investments, visits chemicals company Croda International to understand the steps it has taken to go carbon neutral.
Columbia Threadneedle: Changing monetary environment sets the backdrop for a year of change in 2022
Interest rates have been historically low for more than a decade, dampened by the flood of monetary stimulus introduced in the wake of the global financial crisis. In 2022 we expect this to change.
Columbia Threadneedle: Emerging market equities: an exciting universe
Emerging markets are much changed from a decade ago. We talk to Dara White, Head of Global Emerging Markets Equity, and Derek Lin, Portfolio Manager and China specialist, about the major themes driving this universe, why it’s the most exciting time to be invested in EMs, and how we as investors navigate the opportunities and challenges posed by this large and diverse market
Columbia Threadneedle: Responsible Investment Quarterly – Q3 2021
View the Q3 2021 edition of the Responsible Investment team’s Quarterly Report.
Columbia Threadneedle: Seven years of engagement through social bond investing
Through our constant engagement we are influencing the development of the market and having a wide-ranging social impact
Columbia Threadneedle: Green hydrogen is finally showing its true colours
There continues to be a remarkable focus on green hydrogen as a clean alternative to traditional fossil fuels, with the past year further accelerating its potential widespread adoption. So, what is driving all this hype, is hydrogen the sustainability disruptor, and why has there been such remarkable recent progress?
Columbia Threadneedle: COP26: an opportunity to heighten climate ambitions
The 26th United Nations Climate Change conference, COP26, gets underway in Glasgow on 31 October, running through to 12 November1. Its aim is to accelerate action towards the goals of the 2015 Paris Agreement and the UN Framework Convention on Climate Change, and as such investors should pay attention to any outcomes: they could result in policies and regulation that will affect companies and create green growth opportunities.
Columbia Threadneedle: Black History Month special
In this bonus episode we’re talking to Ebele Nwangwu, Investment Analyst at Columbia Threadneedle, and Dennis Owusu-Sem, Oversight Relationship Manager at BMO Asset Management, about Black History Month in the UK – its importance and what it celebrates, what asset management can learn from it, and some key perspectives, challenges and opportunities specific to the industry.
Columbia Threadneedle: The case for sustainable investing in the UK
n the UK, vaccination rates were rising and pandemic restrictions easing as we moved into the summer. As this becomes something increasingly seen around the world, it gives us an opportunity to reflect on the existing trends the Covid-19 pandemic has accelerated, including a focus on environmental, social and governance (ESG) analysis and sustainable investing
Columbia Threadneedle: What does market regulation mean for Chinese equities?
Recent regulatory action around China’s after-school education companies has raised concerns around the country’s economic system. The companies had been stock market darlings, propelled by strong demand from parents looking to get their children ahead in a competitive education system. But new regulation has effectively made the sector non-profit, shrinking the addressable market for these companies from $100 billion to $25 billion2 and wiping billions off the market caps of education companies such as New Oriental and TAL Education (Figure 1). This was a worst-case scenario few investors had been anticipating.
Columbia Threadneedle: Economic forecasts: Q3 2021
Economic paths diverged in Q1 as Covid-19 infections rose in many parts of the world once more, leading to further restrictions. At the same time, the US and the UK accelerated their vaccination programmes, allowing both countries to set a path to reopening well ahead of the summer.
Columbia Threadneedle: Climate change: reassessing the risks of wildfires
The 2020 wildfire season in the US was among the worst on record. In California, a record-setting four million acres burned, doubling the prior record set in 20181. Amid the pandemic shutdown, North America was the only region in the world to see pollution levels rise, and that was due almost solely to the smoke created by these fires.
Columbia Threadneedle: Second-hand clothing to overtake fast fashion
Wastage and the ever-growing carbon footprint of the fashion industry make it one of the most pollutive in the world. Around 100 billion apparel items are sold each year, which is about a 50% increase versus 20061, largely due to the rise of “fast fashion” – cheap, high-fashion items.