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.
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.
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.
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
Euro pipeline proposal brings hydrogen to the demand side
A new report showing how existing European gas infrastructure can be modified to transport hydrogen at an affordable cost is an interesting prospect for would-be investors
Summer slumber soothes markets
Our fixed income team provide their weekly snapshot of market events.
Discovering which business models will prosper after the pandemic
Negative, unchanged and positive impacts
Tracking the pandemic – the challenges of interpreting fast-changing data
“The Covid-19 pandemic is generating huge quantities of case count data as the
disease advances around the world. We have seen countries and regions that were hit earliest move through the initial peak and into a period of declining incidence, while those affected more recently are still recording rapid rises in infections and fatalities. But the data raises as many questions as it answers.”
Research, research, research…
At Columbia Threadneedle Investments, our team of 180 analysts and research associates is dedicated to original, independent research. Working collaboratively across all major asset classes our teams utilize big data and analytics, such as machine learning and augmented intelligence, to turn information into forward-looking insights that add real value to investment decisions, enabling consistent and replicable outcomes for our clients.
Investment team updates – bullet points 14 August
Find the latest key market updates regarding the following asset classes: Fixed income, European equities, US equities, Japanese equities, Global equities, Multi-asset.