Conflict risk: an engagement update
Insights

Conflict risk: an engagement update

The world’s facing much geopolitical uncertainty. We’ve been engaging with companies on their exposure to high-risk areas like Myanmar, Sudan, Russia, and Ukraine.

In recent years, we have seen increasing global attention on geopolitical risk. As a result, we have been engaging our investee companies with ties to Conflict-Affected High-Risk Areas (CAHRAs).

As outlined in our previous conflict risk pieces on Myanmar and Russia’s war on Ukraine, we focus on how they are mapping their operations and supply chains, conducting human rights due diligence and ensuring they are upholding the UN Guiding Principles on Business and Human Rights. While we note that the following countries are not the only ones impacted by ongoing geopolitical conflict, we focus on the areas where we have the most exposure and, thus, the greatest investor impact.

Interested in learning more?

Navigating geopolitical uncertainties will be an engagement theme throughout 2023.  Read more about how conflicts in Myanmar and Ukraine are impacting on company supply chains and our ongoing engagement efforts. Download the full document to discover more.

9 6月 2023
Share article
Share on linkedin
Share on email
Key topics
Related topics
Listen on Stitcher badge
Share article
Share on linkedin
Share on email
Key topics
Related topics

PDF

Conflict risk: an engagement update

Risk Disclaimer

Views and opinions have been arrived at by Columbia Threadneedle Investments and should not be considered to be a recommendation or solicitation to buy or sell any companies that may be mentioned.

The information, opinions, estimates or forecasts contained in this document were obtained from sources reasonably believed to be reliable and are subject to change at any time.

Engagement efforts outlined in this Viewpoint reflect the assets of a group of legal entities whose parent company is Columbia Threadneedle Investments UK International Limited and that formerly traded as BMO Global Asset Management EMEA. These entities are now part of Columbia Threadneedle Investments which is the asset management business of Ameriprise Financial, Inc. Engagement and voting services are also executed on behalf of reo® clients.

Related Insights

23 8月 2024

Jamie Jenkins

Managing Director, Head of Global ESG Equities

Nick Henderson

Director, Portfolio Manager

Harry Waight

Portfolio Manager

CT Responsible Global Equity Strategy 2023 Responsible Profile

Learn how we engage to understand and encourage improvement in companies’ management practices of ESG issues
Read time - 3 min
14 8月 2024

Seizing value in emerging market debt

Strong growth outlooks are counterbalanced by fiscal headwinds and above-target inflation, requiring a nuanced approach to capture value in emerging market debt.
Read time - 3 min
16 7月 2024

Harry Waight

Portfolio Manager

On your bike - Shimano and cycling

From gearing up Tour de France contenders to a growing e-bike market, Shimano looks well placed.
Read time - 3 min
27 8月 2024

Paul Doyle

Head of Europe ex-UK Equities

Europe better placed than America… and cheaper

In the US, weakening employment poses risks to both consumer expenditure and growth, while in China both the consumer and the property market are at risk.
Read time - 1 min
27 8月 2024

Steven Bell

Chief Economist, EMEA

What are central banks telling us about interest rates?

After Jackson Hole, markets are pricing in big rate cuts for the US. What are the risks of disappointment?
Watch time - 4 min
23 8月 2024

Geopolitical risks and FX reserves

With heightened geopolitical concerns, it’s very much a case of “more is more” for central banks and their FX reserves. That’s why, with interest rates once again running around mid-single digits, fixed income is back in fashion.
Watch time - 4 min
true
true

Risk Disclaimer

Views and opinions have been arrived at by Columbia Threadneedle Investments and should not be considered to be a recommendation or solicitation to buy or sell any companies that may be mentioned.

The information, opinions, estimates or forecasts contained in this document were obtained from sources reasonably believed to be reliable and are subject to change at any time.

Engagement efforts outlined in this Viewpoint reflect the assets of a group of legal entities whose parent company is Columbia Threadneedle Investments UK International Limited and that formerly traded as BMO Global Asset Management EMEA. These entities are now part of Columbia Threadneedle Investments which is the asset management business of Ameriprise Financial, Inc. Engagement and voting services are also executed on behalf of reo® clients.

You may also like

Investment approach

Teamwork defines us and is fundamental to our investment approach, which is structured to facilitate the generation, assessment and implementation of good, strong investment ideas for our portfolios.

Awards

Columbia Threadneedle Investments has received accolades across a wide range of sectors and funds, demonstrating the breadth of our investment expertise.

Contact

For more information about Columbia Threadneedle Investments or our products please contact us.
You are now leaving Columbia Threadneedle Investments Japan’s website and entering Columbia Threadneedle Investments’ global media centre page. Please read this Important Information. If you do not agree to any part of any section please do not accept and enter the website.

外部サイトに移動します。移動後は外部サイトの利用条件が適用されます。ご同意いただける場合のみお進み下さい。