Insights

September 2023

Tom Barron

Senior Associate, Responsible Investment

ESG Viewpoint: A deep dive on Japan’s low carbon transition  

Japan’s decarbonisation journey – we’re engaging companies on climate-related risks
Read time - 2 min
September 2023

Tom Barron

Senior Associate, Responsible Investment

ESG Viewpoint: A deep dive on Japan’s low carbon transition  

Japan’s decarbonisation journey – we’re engaging companies on climate-related risks
Read time - 2 min

Alle Insights

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29 September 2023

Tom Barron

Senior Associate, Responsible Investment

ESG Viewpoint: A deep dive on Japan’s low carbon transition  

Japan’s decarbonisation journey – we’re engaging companies on climate-related risks
Read time - 2 min
27 September 2023

Ben Kelly

Deputy Fund Manager

Letitia Byatt

Social Impact Analyst

Social norms: the growing bond market that is increasingly delivering impact

The growth in the breadth and depth of the social bond market is impressive, but there's still more to come.
Read time - 5 min
27 September 2023

Paul Wick

CIO, Seligman Investments, Equity Team Lead, Technology

Rahul Narang

Portfolio Manager, Technology

Sanjay Devgan

Senior Portfolio Manager, Technology

Artificial intelligence and the economy: paradigm shift or hype?

The rise of AI has been years in the making, reflecting a confluence of technological trends and developments. But what will be its impact on markets and the economy?
Read time - 5 min
25 September 2023

Robert Plant

Director, Portfolio Manager, Multi Asset Solutions

The resilience of earnings

As we head into the Q3 reporting season we explore what’s in store. Robert Plant of our Multi-Asset team explains why company earnings look set to broadly beat expectations.
Watch time - 6 min
21 September 2023

Gordon Bowers

Research Analyst, Emerging Markets Fixed Income

Eng Tat Low

EM Sovereign Analyst

Implications of Zambia’s Sovereign Debt Restructuring 

A landmark deal for Zambia as agreement was reached on restructuring its $6.3bn debt. We explore what it means for other defaulters
Read time - 5 min
19 September 2023

Harry Waight

Portfolio Manager, Global Equities

Health and Well-Being – longer lives, healthier lives

After a century of rapid increases, gains in life expectancy are slowing. We ask why and explore companies that can help buck the trend.
Read time - 5 min
18 September 2023

Steven Bell

Chief Economist, EMEA

When will interest rates be cut?

Steven Bell, Chief Economist EMEA, on why he is optimistic that interest rates will be cut early in 2024, starting in the US with the UK and Europe to follow.
Watch time - 6 min
13 September 2023

Chuanyi Zhou

Asia Corporate Analyst

Navigating China’s property sector: growth, turmoil and outlook

The future of China’s real estate market remains uncertain, depending on economic factors, policy interventions and market sentiment
Read time - 5 min
12 September 2023

Celebrating stewardship in 2022

We remain committed to continue investing in our ability to serve evolving stakeholder expectations in our role as responsible stewards of capital.
Read time - 3 min

Wichtige informationen

Das hier zugrundeliegende Research und die Analysen sind von Columbia Threadneedle Investments für die eigenen Investmentaktivitäten erstellt worden. Aufgrund dieser sind möglicherweise bereits Entscheidungen noch vor dieser Publikation getroffen worden. Die Veröffentlichung zum jetzigen Zeitpunkt geschieht zufällig. Aus externen Quellen bezogene Informationen werden zwar als glaubwürdig angesehen, für ihren Wahrheitsgehalt und ihre Vollständigkeit kann jedoch keine Garantie übernommen werden. Alle enthaltenen Meinungsäußerungen entsprechen dem Stand zum Zeitpunkt der Veröffentlichung, können jedoch ohne Benachrichtigung geändert werden.

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