Insights

September 2021

Natasha Ebtehadj

Portfolio Manager, Global 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
September 2021

Natasha Ebtehadj

Portfolio Manager, Global 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

All insights

Filter insights

16 September 2021

Natasha Ebtehadj

Portfolio Manager, Global 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

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
14 September 2021

Jin Xu

Portfolio Manager

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
13 September 2021

Paul Smillie

Senior Credit Analyst

Rosalie Pinkney

Senior Credit Analyst

Natalia Luna

Senior Thematic Investment Analyst, Responsible Investment

Climate change to bear upon banks’ financial performance

A broad spectrum of central banks fear climate change could spark the next financial crisis. For this reason, regulators in Europe and the UK are already beginning to scrutinise banks’ resilience to climate change – looking into both the likely stresses from the shift to a zero-carbon economy over the coming decades, and the impact of extreme weather.
Read time - 3 min
13 September 2021

On RI investing the US is once again the land of opportunity

While one in every three dollars in the US is managed following sustainable investment strategies, and the nation is the world’s largest country issuer of green bonds, there remain significant opportunities for growth. Early signs indicate the Biden administration could provide a ‘turbo boost’.
Read time - 5 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
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20

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.