WD-40, the graveyard cabinet and a hunt for special smaller companies
I spend about nine weeks a year in a rental car looking for companies all over the world, discovering their products, operations and customers. Here’s what I’m looking for.
US election: the Inflation Reduction Act (IRA) and the risk of repeal – Implications for investors
The multi decade transition to green energy should remain intact. We explain why and highlight companies set to benefit.
Can the demand for critical minerals be met responsibly?
Solar, wind and batteries all rely on critical minerals. Will the race to unearth them drive innovation or lead to unsustainable practices in global supply chains?
How does board gender diversity affect stock risk?
Companies with insufficient board gender diversity have higher idiosyncratic risk, so how can portfolio managers go about mitigating this?
Columbia Threadneedle Sustainable Outcomes Global Equity Strategy Q2 update
News and views on the issues impacting the world of sustainable investing, including the US Inflation Reduction Act and record global temperatures, and a focus on ‘our ageing world’.
CT Responsible Global Emerging Markets Equity Strategy – Responsible Profile 2023
Learn how we engage to understand and encourage improvement in companies’ management practices of ESG issues
Europe better placed than America… and cheaper
In the US, weakening employment poses risks to both consumer expenditure and growth, while in China both the consumer and the property market are at risk.
CT Responsible Global Equity Strategy 2023 Responsible Profile
Learn how we engage to understand and encourage improvement in companies’ management practices of ESG issues
On pause: the one-way certainty of the market is over … for now
The macroeconomic backdrop is changing, or at least uncertain. This could shift the pricing of risk assets, but it won’t change what we do, which is look for stronger competitively advantaged businesses that fit our quality growth philosophy.
On your bike – Shimano and cycling
From gearing up Tour de France contenders to a growing e-bike market, Shimano looks well placed.
