Insights

October 2021

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.
Listen time - 20 min
October 2021

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.
Listen time - 20 min

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25 October 2021

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.
Listen time - 20 min
22 October 2021

Toby Nangle

Co-Head of Global Asset Allocation & Head of Multi-Asset, EMEA

Asset allocation update: warning lights are flashing Multi-asset | October 2021

After 18 months of exceptionally strong equity markets, most measures of valuations look high against their own absolute histories.
Read time - 5 min
19 October 2021

Fixed Income Desk

In Credit - Weekly Snapshot

In Credit Weekly Snapshot – October 2021

Our fixed income team provide their weekly snapshot of market events.
Read time - 3 min
4 October 2021

Natalia Luna

Senior Thematic Investment Analyst, Responsible Investment

Kyle Bergacker

Senior Responsible Investment Analyst

Climate change: reassessing the risks of wildfires

The risks of wildfire are clear, but in between individual hardship and broader economic impacts, many other costs are typically not accounted for by investors.
Read time - 3 min
28 September 2021

Fixed Income Desk

In Credit - Weekly Snapshot

In Credit Weekly Snapshot – September 2021

Our fixed income team provide their weekly snapshot of market events.
Read time - 3 min
27 September 2021

Economic forecasts: Q3 2021

William Davies, CIO, EMEA & Global Head of Equities, on how the various regions have fared over the past three months as Covid restrictions have begun to be lifted, and what we as a business think might be in store as we look ahead
Read time - 5 min
27 September 2021

Sonal Sagar

Portfolio Manager, UK Equities

The case for sustainable investing in the UK

Sonal Sagar, Portfolio Manager, and Michael Hamblett, Analyst, look at the tailwinds for sustainable investing generally, the opportunities offered by the UK market and why the UK Sustainable Equity strategy is well placed to capitalise on this
Read time - 5 min
23 September 2021

Credit Threads #2: Consumer balance sheets

In this episode of Credit Threads, we discuss the outlook for consumers and the ways bond investors can find opportunities in consumer debt.
Listen time - 24 min
20 September 2021

Mine Tezgul

Portfolio Manager

Process is everything for Pan European Smaller Companies

The onset of Covid-19 in Europe initially saw value and cyclical stocks perform poorly. But as the continent emerged out of the first wave towards the end of summer 2020, this began to reverse.
Read time - 5 min
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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.

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