There are 104 item(s) tagged with the keyword "Columbia Threadneedle Investments".
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At the start of the year, the consensus forecast a big year for Europe – double-digit corporate earnings growth. This was reinforced by multiple factors: strong bank balance sheets and the potential for renewed loan growth; supportive German fiscal policy following the relaxation of the ‘debt brake’; relative consumer strength (compared to the US and China); easing inflation; the potential for interest rate cuts; and cheaper energy.
Alongside our work on specific sustainability themes, we also make use of the Sustainable Development Goals (SDGs). The SDG framework provides us with a consistent way of assessing our investments and engagements alongside the global sustainable development agenda, enabling us to have a deeper and more holistic view.
With oil prices still up by more than 50% as a result of the Middle East conflict, and 20 million barrels a day of supply at risk, it is worth stepping back from the headlines.
Energy markets have become the front line of the Iran conflict’s market impact. Geopolitical risk was widely anticipated, and crude prices had already moved higher in the weeks ahead of the attacks. However, the abrupt slowdown in physical flows through the Strait of Hormuz has introduced a new and more acute supply risk.
Disruptions linked to Iran have translated geopolitical risk into real oil supply constraints, reshaping global energy markets.
Paul Doyle, Head of Large Cap European Equities, takes us through the key takeaways.
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