Green hydrogen is finally showing its true colours
We look at what is driving recent heightened interest in hydrogen as a clean alternative to fossil fuels, the catalysts required for it to become a viable solution, and the opportunities this might present from an infrastructure point of view.
Is the bond broken?
An allocation to government bonds within a multi-asset portfolio has traditionally played a vital role in terms of risk management and diversification. But with a decade-long bull era in both government bonds and equities, is this assumption still valid?
Funding Europe’s green infrastructure finance gap
Environmental, social and governance investing has received huge policy support, particularly in Europe where the build out of green infrastructure has been impressive. We look at four major investment themes this presents.
Asset allocation update: standing pat
Maya Bhandari looks at how the team has managed its asset allocations over the past couple of months and where they believe the best risk-adjusted returns will come from.
Office-working: long-term symptoms or full recovery?
With the advent of the Covid-19 pandemic, millions of office workers worldwide were forced to work from home (WFH) for the majority of 2020.
Discover our market outlook for 2021
Our investment experts share their views on markets for 2021. Click below to access all our viewpoints.
European sustainable infrastructure – in a sweet spot
There are four issues that affected infrastructure in 2020, and they reaffirm our confidence in the team’s long-term investment thesis and strategy.
Video: 2021 investment outlook
Mark King, Head of Content for EMEA, is joined by a panel of our leading investors to talk about the outlook for economies and markets, as well as the themes, trends and events they expect to see in 2021. Featuring: William Davies, Chief Investment Officer EMEA and Global Head of Equities; Neil Robson, Head of Global Equities; Maya Bhandari, Multi-Asset Portfolio Manager; and Alasdair Ross, Head of Investment Grade credit.
Riding Europe’s building renovation wave
The EU’s decision to put building modernisation at the heart of its drive to reduce CO2 emissions heralds a major spending programme to transform energy efficiency. It also represents a wider drive across the continent in which Columbia Threadneedle is keen to be involved
Sustainable Infrastructure – A sustainable perspective on digital infrastructure
Infrastructure investors have a long track record as owners of telecommunications assets. However, 2020 is the year in which digital infrastructure has clearly established its place as a core infrastructure sector, which also provides a huge opportunity for investment in sustainability