Power hungry AI – investment implications in the era of energy transition
Understanding the options for power provision and assessing the investment opportunities resulting from AI’s thirst for energy.
The climate risk ‘hot potato’– which sector will be left with burnt fingers?
A secure and consistent supply of critical minerals is fundamental to the energy transition and to achieving net-zero, but demand is putting pressure on supply chains and costs, and risks polarising sentiment around the energy transition.
If demographics are destiny, investors should brace for change
World demographics are changing rapidly. With markets experiencing these shifts at different paces, we look at how three major economies are reacting to demographic shifts and highlight the potential implications.
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.
On your bike – Shimano and cycling
From gearing up Tour de France contenders to a growing e-bike market, Shimano looks well placed.
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.
