Search results for: sustainability

Why ESG research matters for mainstream investors

While the risks and opportunities ESG research strives to assess have always been around, we believe their significance to investment outcomes is only growing. One potential source of opportunity for locating market inefficiency is by taking a hard look at underappreciated longer term risks and opportunities.

Trending – Socially responsible fixed-income investing

Until recently, ethical investing has focused on avoiding exposure to perceived negative activities. Municipal bonds can offer a cost-effective way to fund programs and infrastructure to serve the public good.

Tagged with: Fixed Income, Global Perspectives, Investing

Market volatility: Goldilocks in peril?

We have been in a “Goldilocks” economy, where growth was persistent, but still modest enough to be supported by central bank easing at any sign of weakness. That backdrop is changing, with stresses emanating from the emerging markets and limits to incremental central bank actions.

Tagged with: Economy, Global Economy, Global Investing, Investing, Markets

Europe’s virtuous cycle

The European equity market offers attractive valuations and these have cheapened meaningfully following August’s volatility. We believe European domestic stocks can continue to deliver positive earnings revisions even in a world where China is slowing.

Tagged with: Equities, Global Economy, Global Investing

Demographics — Inexorable trend, inevitable outcome?

Demographic change is likely to have a profound impact on financial markets, and investors can use demographic analysis to point the way to the most worthwhile areas for further research. The most significant impact on investing will be the gradual migration from traditional country-based asset allocation models to those based on exposures to demographic trends.

Tagged with: Global Investing

Barbarians at the gate – Positive signs for third arrow* progress in Japan

Improved corporate governance, especially as it relates to capital allocation, is a key component to third arrow efforts for Abenomics. To create urgency among corporate managements towards reform, we believe the Japanese government should move to gradually but consistently improve shareholder rights.

Tagged with: Global Perspectives

Europe – The darkest hour is just before the dawn

The European Central Bank is embarking on quantitative easing at a time when tailwinds are already beginning to build behind the euro area economy. A more constructive economic outlook could have important implications for European markets.

Tagged with: Equities, Global Economy, Global Perspectives, Markets

State and local government pension update

Concerns about pension plan solvency are widespread and attention-grabbing, yet unjustified in some cases. Pension funded ratios have declined at the state and local levels, though the cost of funding required contributions remains manageable.

Tagged with: Muni Perspectives, Muni Perspectives Blog, Municipal Bonds

About Us

Columbia Threadneedle Investments is a leading global asset management group that provides a broad range of actively managed investment strategies and solutions for individual, institutional and corporate clients around the world. With more than 2,000 people, including over 450 investment professionals based in North America, Europe and Asia, we manage $503 billion†† of assets across developed and emerging market equities, fixed income, asset allocation solutions and alternatives.

††In U.S. dollars as of June 30, 2015. Source: Ameriprise Q2 Earnings Release. Includes all assets managed by entities in the Columbia and Threadneedle groups of companies. Contact us for more current data.