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Responsible Investment Quarterly – Q4 2020

View the Q4 2020 edition of the Responsible Investment team’s Quarterly Report

In this issue we explore the following: 

  • Foreword, by Iain Richards
  • Portfolio Manager Viewpoint – Andrea Carzana
  • Country Head Focus – Austria: Herbert Kronaus
  • Infrastructure investing in a post-Covid world
  • Solutions to the ever-growing plastic waste problem
  • Voting and engagement highlights Q4

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Threadneedle Asset Management UK International Holdings Limited – Responsible Investment Quarterly Report – Q4 2020
4 mars 2021
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Responsible Investment Quarterly – Q4 2020

Important information

The research and analysis included on this website has been produced by Columbia Threadneedle Investments for its own investment management activities, may have been acted upon prior to publication and is made available here incidentally. Any opinions expressed are made as at the date of publication but are subject to change without notice and should not be seen as investment advice. Information obtained from external sources is believed to be reliable but its accuracy or completeness cannot be guaranteed.

Eclairages connexes

12 novembre 2024

Vicki Bakhshi

Director, Responsible Investment

COP29: Will it deliver on climate finance?

With mitigation and adaptation needs running into hundreds of billions of dollars, and public finances stretched, the private sector will need to deliver much of the necessary ‘climate finance’
17 octobre 2024

Natalia Luna

Senior Thematic Investment Analyst, Global Research

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.
27 septembre 2024

Gregory Turnbull Schwartz

Senior Analyst, Fixed Income

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.
24 mars 2025

Steven Bell

Chief Economist, EMEA

Are the UK public finances doomed?

Later this week the UK Chancellor, Rachel Reeves, will present her Spring Statement, which includes a fiscal outlook and public spending plan.
20 mars 2025

Adrian Hilton

Head of Global Rates and Emerging Market Debt

Gordon Bowers

Analyste dette Souveraine, Marchés émergents

Positioning for a potential Russia-Ukraine war ceasefire

We assess the potential opportunities and challenges investors might face if a peace deal can be reached.
19 mars 2025

William Davies

Global Chief Investment Officer

Navigating market volatility amid US tariffs and policy uncertainty

Amid uncertainty in equities and credit markets, we remain focused on long-term investment fundamentals and building portfolios to weather the storm and deliver for clients.
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Important information

The research and analysis included on this website has been produced by Columbia Threadneedle Investments for its own investment management activities, may have been acted upon prior to publication and is made available here incidentally. Any opinions expressed are made as at the date of publication but are subject to change without notice and should not be seen as investment advice. Information obtained from external sources is believed to be reliable but its accuracy or completeness cannot be guaranteed.

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