Insights

September 2021

Daisuke Nomoto

Portfolio Manager, Japanese Equities

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
September 2021

Daisuke Nomoto

Portfolio Manager, Japanese Equities

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

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14 September 2021

Daisuke Nomoto

Portfolio Manager, Japanese Equities

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

Andrea Carzana

Portfolio Manager

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
9 September 2021

Pauline Grange & Jess Williams

Portfolio Manager, Global Equities & Portfolio Analyst, Responsible Investment

Global Sustainable Outcomes - News & Views Q2 2021

This issue looks at how different levels of vaccination and approaches to dealing with Covid-19 have led to some world economies lagging others, and explores how this year the climate crisis became real and what this means for businesses.
Read time - 12 min
7 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
25 August 2021

Fixed Income Desk

In Credit - Weekly Snapshot

In Credit Weekly Snapshot – August 2021

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

James Coke

Fund Manager and Co-Head of Institutional UK Real Estate

Nick Buckland

Co-Head of Asset Management and Chair of the ESG Steering Group

Committing to zero carbon real estate

Our UK Real Estate strategy to reach net zero by 2050 addresses a major source of risk for commercial property investors and aims to deliver better outcomes for all stakeholders
Read time - 3 min
18 August 2021

Alex Lee

Portfolio Manager

Is Japan really a disappointing equity market?

Alex Lee challenges the country’s reputation as poor for equities, examines its performance over the past decade and outlines why he thinks Japan’s long-term prospects remain favourable.
Read time - 3 min
6 August 2021

Paul DiGiacomo

Head of Equity Research

Covid-19 index: when might life return to ‘normal’? – August 2021

As one of the world’s largest economies the US is a key focus for investors. With every country attempting to return to normality following the coronavirus pandemic, we are monitoring when US economic activity might get back on track, as well as other measures of “normality” such as entertainment and leisure, high street shopping, and schools reopening. The result is an index that measures progress toward a post-pandemic world.
Read time - 3 min
3 August 2021

Credit Threads #1: Financial conditions

In the very first episode of our new fixed income podcast, Credit Threads, our bond specialists discuss how central banks respond to financial conditions, how they impact fixed income investing and how fund managers factor financial conditions into their decision-making.
Listen time - 30 min

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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