CT Responsible Global Equity Strategy 2023 Responsible Profile
Learn how we engage to understand and encourage improvement in companies’ management practices of ESG issues
Seizing value in emerging market debt
Strong growth outlooks are counterbalanced by fiscal headwinds and above-target inflation, requiring a nuanced approach to capture value in emerging market debt.
The expectations game
With a new government explicitly focusing on growth, expect many a gloomy prognosis of the UK economy to change. So which assets stand to benefit?
ESG Viewpoint: Nature Positive commitments: separating the green from greenwash
We outline six attributes of a good Nature Positive commitment and assess how a range of companies are stacking up.
Human capital – supply: the impact of demographic transition on investments
Working populations are in decline, with the demographic dividend that has supported economic growth in many developed markets under threat. This will have a direct impact on the firms in which we invest.
US elections: the Inflation Reduction Act and the risk of repeal
A full reversal is considered unlikely, but we believe the possibility of a partial repeal, which could see tax credits and funding programmes weakened, is underappreciated. Here is how Columbia Threadneedle will assess this risk and the potential implications for the most exposed sectors.
Water in crisis – searching for solutions
With too much, too little or too toxic water the world is facing a water crisis. We explore key issues and challenges before highlighting some of the companies promoting better water management.
Decarbonising Steel: redefining the value chain and the role of iron ore miners
The need to decarbonise is driving innovation in the steel sector, which in turn is reshaping the global value chain for one of its key inputs – iron ore.
Rana Plaza 11 years on
2013’s disaster served as a wake-up call to the garment industry. How have factory conditions changed and how are we tackling related risks through engagement?
Regulation set to supercharge push on plastics
Voluntary recycled plastic goals haven’t really worked, but markets representing 30% of global GDP now have firm targets. How will companies and investors cope?
