Threadneedle Asset Management UK International Holdings Limited – Responsible Investment Quarterly Report – Q3 2021
Investment team updates – Bullet points 19 November
Latest news from around the investment desks.
COP26: an opportunity to heighten climate ambitions
We look at three key priorities the conference must deal with, from net-zero targets and climate finance to finalising Article 6, and the investment implications that might result from any decisions that are made..
European power price surges
We look at the reasons behind the current energy market turmoil – from soaring demand and geopolitics to low levels of wind and solar – and what can be done about it.
Climate change: reassessing the risks of wildfires
The risks of wildfire are clear, but in between individual hardship and broader economic impacts, many other costs are typically not accounted for by investors.
The case for sustainable investing in the UK
Sonal Sagar, Portfolio Manager, and Michael Hamblett, Analyst, look at the tailwinds for sustainable investing generally, the opportunities offered by the UK market and why the UK Sustainable Equity strategy is well placed to capitalise on this
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.
Topix hits 30-year high as PM Suga announces resignation
Daisuke Nomoto examines the events that have seen Yoshihide Suga resign as PM, looks at the potential candidates to replace him, and the implications of each for the market.
Responsible Investment Quarterly – Q2 2021
View the RI team’s report from the second quarter of 2021
