Insights
September 2021
Fixed income
Fixed income
Credit Threads #2: Consumer balance sheets
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
September 2021
Fixed income
Fixed income
Credit Threads #2: Consumer balance sheets
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
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23 September 2021
Fixed income
Fixed income
Credit Threads #2: Consumer balance sheets
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
Equities
Process is everything for Pan European Smaller Companies
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
20 September 2021
Equities
Walking the delicate path to normalisation
Walking the delicate path to normalisation
In spite of summer jitters in financial markets, we expect governments will cautiously normalise monetary policy and global growth will remain robust. We believe there is further upside for equities, especially in cyclical sectors poised to gain from economic reopening.
Read time - 5 min
20 September 2021
Equities
Climate change to bear upon banks’ financial performance
Climate change to bear upon banks’ financial performance
For investors evaluating financial institutions, the climate crisis will soon become a key consideration. Our research shows there is already a wide dispersion between the sector leaders and laggards.
Read time - 5 min
20 September 2021
Emerging market debt
Fixed income
In Credit Weekly Snapshot – September 2021
In Credit Weekly Snapshot – September 2021
Our fixed income team provide their weekly snapshot of market events.
Read time - 3 min
16 September 2021
Global equities
Global equities
Cats, rivers & regulation: the lowdown on Chinese equities
Cats, rivers & regulation: the lowdown on Chinese equities
Natasha Ebtehadj looks at the country from an equity investment perspective following a for-profit ban in education companies and increased regulation around its tech giants.
Read time - 3 min
14 September 2021
Japan equities
Topix hits 30-year high as PM Suga announces resignation
Topix hits 30-year high as PM Suga announces resignation
Daisuke Nomoto examines the events that have seen Yoshihide Suga resign as PM, looks at the potential candidates to replace him, and the implications of each for the market.
Read time - 3 min
14 September 2021
Equities
Second-hand clothing to overtake fast fashion
Second-hand clothing to overtake fast fashion
The re-use and second-hand clothes market is projected to double over the next five years to $77 billion and could be twice the size of fast fashion by 2030.
Read time - 3 min
14 September 2021
Asia Pacific equities
China is making good RI progress, despite its contradictions
China is making good RI progress, despite its contradictions
China is a double-edged sword: it is the world-leading renewables developer, installing more than double the gigawatt capacity of its nearest competitor over the past decade both in terms of wind and solar power, but at the same time it has seen the highest coal capacity additions over the same period – nearly quadruple that seen in India.
Read time - 3 min
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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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