European Utilities: as good as it gets…
Explaining why we’ve improved the European Utilities sector fundamental score from Neutral to Positive.
A unique lens on banks and net zero
How are financial institutions embracing the energy transition and managing climate change risks, and what are the opportunities presented by the decarbonisation process?
Through the windshield: rate hikes and borrowing costs for investment grade companies
The impact of rate hikes and borrowing costs on investment grade companies
Going global with a proven formula
How we are taking a unique and proven impact investing approach to the next level
In Credit Weekly Snapshot – June 2023
Our fixed income team provide their weekly snapshot of market events.
Andrew Dewar
Andrew Dewar is a portfolio manager in the Investment Grade Credit team at Columbia Threadneedle Investments.
Residential and datacentres – European investment grade credit
Finding the right locations in European real estate credit. Any why residential and datacentres look attractive.
Threadneedle (Lux) European High Yield Bond Update
Portfolio manager Roman Gaiser gives us the lowdown on how he’s managing the European High Yield Bond fund.
A boost for Boeing – what does it mean for bondholders?
A bumper order for 737-Max airplanes bodes well for Boeing and the commercial aviation sector. We assess what it means for bondholders
Managing cash amid another US debt-ceiling showdown
We look at the showdown in the US over the debt limit, what this might mean for cash portfolios, and the expectation of resolution – albeit with a big wildcard
