White papersSamsung Electronics: driving the sustainability agenda in emerging markets
Our Global Equity ESG strategy aims to invest in companies with a combination of time-tested fundamental and environmental, social and governance (ESG) characteristics that are attractively priced. We believe that companies with a competitive advantage and sustainable business models are likely to offer visibility of earnings growth. This can be demonstrated through our exposure to South Korean consumer and industrial electronic equipment company, Samsung Electronics.
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AnalysisEmerging markets step out of Wall Street’s shadow
A combination of strong fundamentals, a weaker US dollar and a favourable policy environment may be ushering a new era for emerging market equities
White papersSeven trends to watch in 2025
The key trends in science, technology and sustainability over the next 12 months – and beyond.
White papersGEMs ESG Materiality, H2 2024: Analysing the cost of climate change
In the latest issue, we probe the risks that climate change potentially represents to emerging market companies. We provide a further update on South Korea’s ‘Corporate Value-Up Programme’, and also discuss our broader voting and engagement activity.
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Denmark’s P+ steps up CO2 engagement with Mærsk, Samsung and others
Danish pension fund places 20 firms on CO2 watchlist, including A.P. Møller-Mærsk and Samsung
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Opinion PiecesEmerging markets require a rethink
A rethink of the term ‘emerging markets’ is long overdue. It has always been a catch-all category but the gap between the description and reality is becoming over-stretched.
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Special ReportProspects 2023: Does zero China make sense?
Many investors are avoiding the People’s Republic, but they would do well to look at the reality
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FeaturesAhead of the Curve: The trade war and Asia
The rivalry between the US and China looks set to dominate Asian affairs in the future and cannot be ignored by responsible investors. The escalation of tensions at the start of Donald Trump’s presidency led to an increase in trade barriers and impacted growth; now a temporary truce has been agreed but uncertainty remains, as do tariffs on Chinese exports to the US. The new bilateral agreement is a positive step, but investors should take a long-term view; the economic and strategic rivalry looks set to continue and some sectors are better placed than others to adapt to this landscape.
White papersDemand grows for high-quality ESG analytics
After the buzz comes the reality. As we look towards 2020, the key responsible investment (RI) themes are already evident. Technology, regulatory changes, enhanced analytics, active use of voting rights and thematic issues (eg, climate change or the sustainable development goals) are key elements of this and are set to be the focus in the RI field.
White papersSouth Korean equities shrug off concerns
A myriad of anxieties has failed to stem this year’s KOSPI surge and now investors are encouraged by a reform-minded new president.
White papersAsia tech: boom, bubble or bust?
Technology has been the best-performing stock market sector throughout the world this year, accounting for around half of US and emerging market Asia equity returns so far. The spectacular rise has aroused scepticism about its sustainability at the same time as other investors remain convinced about the prospects for further growth and higher earnings.
White papersOutlook: The Global Emerging Markets Asset Class
2018 has been challenging for investors in Global Emerging Markets (GEM), with rising volatility in Forex, debt and equity prices causing negative returns. As the year has progressed, several themes have increasingly influenced sentiment and momentum.
White papersNew technology is reshaping Asia beyond China
Innovation is rapidly transforming the economies of Southeast Asia and the behaviour of its young and increasingly wealthy populations.
White papersFive reasons to hold technology stocks
Technology breakthroughs herald a new era in the way we live, work and relate to each other.
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NewsESG-themed funds most popular in emerging markets – EIRIS
GLOBAL – Emerging market investors also keen on SRI, thematic niche funds, report shows.
White papersWhat to know about investing in China
There used to be a lot of concern around China’s old industrial economy, but supply-side reforms have curtailed excess capacity.
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CDP survey shows institutional interest in carbon management
GLOBAL – Carbon management is becoming a strategic business priority and competitive driver for the largest global companies, according to the Carbon Disclosure Project’s (CDP) 2010 Global 500 report.
White papersBeyond the CBD: Sweet Spots In the Urban Fringe & Suburbs
The COVID-19 pandemic is unexpected and still rapidly developing globally which will impact the U.S economy and commercial real estate investments. The duration, scale and severity of the outbreak are still unknown. This report represents the views of Clarion Partners as of March 2020 and does not address any impact or potential impact of the pandemic.
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Korea's NPS extends its global reach
Dr. Jun Kwang-Woo, the Chairman of South Korea’s National Pension Service, shares his investment philosophy and strategy with IPA’s Stella Kim
White papersResponsible Investment Quarterly - Q1 2022
Welcome to the newly designed Responsible Investment Quarterly. Over a number of years we have developed the publication to showcase Columbia Threadneedle Investment’s responsible investment (RI) capabilities across Europe, Asia and the US. In this new incarnation we wanted to focus more on the RI research embedded within our investment process, and how it supports and furthers our investment approach across the globe.
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