Industry news and views from Panacea and our partners.
Columbia Threadneedle Investments
Columbia Threadneedle: 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
Columbia Threadneedle: 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.
Columbia Threadneedle: Process is everything for Pan European Smaller Companies
Two factors have interested us in Europe in 2021. First, there has been a value rally since November 2020, particularly in smaller companies. The onset of the pandemic in Europe in early 2020 initially saw value and cyclical stocks, typically tied to consumer and business spending, perform poorly.
Columbia Threadneedle: Global Sustainable Outcomes – News & Views Q2 2021
There’s only one way to summarise Q2: a world divided. In North America and Europe economic recovery exceeded expectations as successful vaccination programmes supported market reopening. Here in the UK we emerged from a bleak winter of strict lockdown desperate to spend our savings and enjoy life again. And it’s this pent-up consumer demand that has helped drive robust economic recovery in those economies that have once again opened up. Employment, too, is quickly on the road to recovery.
Columbia Threadneedle: 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
Columbia Threadneedle: Net Zero Strategy and pathway
The following Strategy and Pathway, has been developed in line with the Better Buildings Partnership’s Net Zero Carbon Pathway Framework.
Columbia Threadneedle: 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.
Columbia Threadneedle: The power of compounding – a shaggy dog story
The British government has a scheme whereby every year you can set aside and invest a small amount of money on behalf of a child, tax-free. The child receives the money from this Junior ISA (Individual Savings Account) when they turn 18. Introduced in 2011, Junior ISAs were designed to encourage the concept of saving and had an annual limit of £3,600, which increased more or less in line with inflation until 2020 when it rose to £9,000.
Columbia Threadneedle: Covid-19 index: when might life return to ‘normal’? – July 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
Columbia Threadneedle: Fashion eyes sustainability via the circular economy
The textiles industry is one of the most pollutive in the world, emitting more CO2 than aviation and shipping combined. But a leading sports firm is showing one way the sector can embrace radical change
Columbia Threadneedle: Is the bond broken?
An allocation to government bonds within a multi-asset portfolio has traditionally played a vital role in terms of risk management and diversification. However, the decadelong bull era in both government bonds and equities has led investors to ask whether this assumption is still valid. Additionally, near-zero yields across the globe bring into question the cost associated with this diversification benefit.
Columbia Threadneedle: Japan’s software revolution is making up for lost time
The use of software solutions by companies to improve competitiveness, efficiency and productivity, and reduce costs, is picking up pace – just in time, as a shortage of skilled workers continues to bite.
Columbia Threadneedle: Electric vehicles help power growing decarbonisation trend
It is not often that Europe leads the US on product adoption, but it is clearly miles ahead when it comes to the adoption of electric vehicles (EVs). Much like the adoption cycle of mobile phones and other technologies in recent decades, EV adoption is being led by the Scandinavians. While Norway is exceptional, will the rest of the world be where Sweden is in five years
Columbia Threadneedle: Covid-19 index: when might life return to ‘normal’?
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.
Columbia Threadneedle: Funding Europe’s green infrastructure finance gap
Responsible Investment has witnessed strong growth over the past five years. However, the past six months have seen it embark on a much steeper trajectory.
Columbia Threadneedle: The crowds are returning!
Investing in the UK has felt a little like the football experience we have endured over the past year: without the crowds it’s been a lonely game. However, at long last the crowds are coming back.
Columbia Threadneedle: Office-working: long-term symptoms or full recovery?
With the advent of the Covid-19 pandemic, millions of office workers worldwide were forced to work from home (WFH) for the majority of 2020. Employers will need to give employees a good reason to wake up earlier and spend time and money commuting to work in an office. We think there are compelling reasons to do so.
Columbia Threadneedle: Covid-19: One Year On
In this podcast from the Eye of the Needle team, Toby Nangle, Global Head of Asset Allocation at Columbia Threadneedle Investments, reflects on the extraordinary year we’ve had – a year that challenged families, companies, markets, economies and governments.
Columbia Threadneedle: Fund manager interview: maintaining a global focus
With economies looking towards a post-Covid world and concerns around inflation growing, we talk to the manager of the Global Focus strategy about what 2021 might have in store
Columbia Threadneedle: Market Monitor – 26 March 2021
Pessimism about the economic recovery from Covid-19 has held stock markets back during another week of lacklustre performance. While the focus over most of March has been on the potential for a rapid post-pandemic bounce to drive inflation higher, new waves of infections in the European Union in particular are giving investors pause for thought.
Columbia Threadneedle: Relationships are not easy: US equities versus Treasuries
As the economy recovers and cyclical stocks begin to outperform, how should we think about the connection between equities and US Treasury yields?
Columbia Threadneedle: Global Sustainable Outcomes, and how Covid-19 could change the world for ever
We talk to portfolio manager Pauline Grange about global equities and investing in companies which aim to address the world's biggest environmental and social challenges.
Columbia Threadneedle: Covid-19 index: when might life return to ‘normal’?
With every country attempting to return to normality following the coronavirus pandemic, we are monitoring US economic activity as well as other measures of 'normality' such as entertainment and leisure, high street shopping, and schools reopening.
Columbia Threadneedle: A new era of investing
The investment landscape is changing, driven by increasing pressure from governments and regulators to address climate change and a new focus on sustainability.
Columbia Threadneedle: Global Perspectives 2021
In 2020 we experienced the extraordinary, in the form of the Covid-19 pandemic that challenged individuals, families, companies, governments and investment markets around the world.
Columbia Threadneedle: UK sustainable equity - backing responsible businesses emerging stronger from the coronavirus crisis
As the Covid-19 crisis unfolded, it became clear that the pandemic was bringing the S in environmental, social and governance (ESG) investing more to the fore
Columbia Threadneedle: European equities: Stock selection guided by razor-sharp research will be the holy grail
2021 was a year of booming markets which were in danger of overheating before the Omicron Covid-19 variant came along. A profit boom on both sides of the Atlantic has supported equity markets, with the US looking exceptionally strong in the fourth quarter.
Columbia Threadneedle: 2021 Investment Outlook Video
Watch Columbia Threadneedle Investment’s leading investors discuss the outlook for economies and markets, as well as the themes, trends and events they expect to see in 2021.
Columbia Threadneedle: Global IG: don’t underestimate changed behaviours
How the investment grade market fared during a tumultuous 2020, changed behaviours that could be here to stay, and why we're quite positive about the year ahead
Columbia Threadneedle: Riding Europe’s building renovation wave
The EU’s decision to put building modernisation at the heart of its drive to reduce CO2 emissions heralds a major spending programme to transform energy efficiency. It also represents a wider drive across the continent in which Columbia Threadneedle is keen to be involved