Investment team updates – Bullet points 22 October

MarketUpdates

Our investment team provide their weekly snapshot of market events.

Cats, rivers & regulation: the lowdown on Chinese equities

Natasha Ebtehadj looks at the country from an equity investment perspective following a for-profit ban in education companies and increased regulation around its tech giants.

Global Sustainable Outcomes – News & Views Q2 2021

This issue looks at how different levels of vaccination and approaches to dealing with Covid-19 have led to some world economies lagging others, and explores how this year the climate crisis became real and what this means for businesses.

Fashion eyes sustainability via the circular economy

The textiles industry is one of the most pollutive in the world, emitting more CO2 than aviation and shipping combined. But a leading sports firm is showing one way the sector can embrace radical change

Japan’s software revolution is making up for lost time

https://www.columbiathreadneedle.com/media/13827806/japans_strengthening_fundamentals_go_unnoticed_1280x450.jpg

Despite being a global hardware leader, Japan is behind the curve on software. However, the use of software solutions by companies is at last picking up pace

Global Sustainable Outcomes – News & Views Q1 2021

This issue looks at inflation and the growing conversation around it as it begins to rise across the world, and looks at sustainability within fashion using a visit to London’s flagship Adidas store to look at how brands are tackling the industry’s carbon footprint.

Economic forecasts

William Davies looks at what has been happening in various regions around the world in Q2, from economic performance and fiscal stimulus packages to the pace of reopening “post-Covid” and job prospects, and what it all might mean for the future.

Sustainable aviation fuel is ready for take-off

The aviation sector consumes around 8% of all oil. How realistic are attempts to reduce emissions through the use of sustainable aviation fuel?

Covid-19 index: when might life return to ‘normal’?

people on shopping street

With every country attempting to return to normality following the coronavirus pandemic, we are monitoring US economic activity as well as other measures of ‘normality’ such as entertainment and leisure, high street shopping, and schools reopening.

Discover our market outlook for 2021

Our investment experts share their views on markets for 2021. Click below to access all our viewpoints.