Portfolio insights

Macro thinking

Macro

14 April 2025

Is the worst of the trade war already behind us?

The focus is on tariffs and their impact on financial markets, including wild swings in equities and a dramatic sell-off in US Treasuries and the US dollar.

Macro

7 April 2025

How much uncertainty can markets stomach?

The tariffs are expected to significantly impact the global economy, potentially raising US inflation and reducing growth. Markets around the world have sold off sharply.

Is the worst of the trade war already behind us?

The focus is on tariffs and their impact on financial markets, including wild swings in equities and a dramatic sell-off in US Treasuries and the US dollar.

How much uncertainty can markets stomach?

The tariffs are expected to significantly impact the global economy, potentially raising US inflation and reducing growth. Markets around the world have sold off sharply.

Tariff turmoil, German rearmament: where will it all end?

Despite geopolitical uncertainty, we expect the global economy to remain resilient. Europe’s economy could beat expectations, and we are broadly positive on equities.

Passing the baton

Ahead of Steven Bell’s looming retirement we are pleased to introduce Anthony Willis, Senior Economist, as the new host of our weekly Market Perspectives video.

Are the UK public finances doomed?

Later this week the UK Chancellor, Rachel Reeves, will present her Spring Statement, which includes a fiscal outlook and public spending plan.

Portfolio resources & insights

Portfolio Resources

30 January 2025

Citywire NMA Podcast – How Columbia Threadneedle Investments delivers active investing at low cost

How can you deliver active investment solutions at low cost to help financial planners meet the needs of their clients? Columbia Threadneedle Investments thinks it may have an answer in its Universal range of funds.

Citywire NMA Podcast – How Columbia Threadneedle Investments delivers active investing at low cost

Tactical asset allocation

CT Universal MAP Funds – Q4 2024

CT Universal MAP range – Q3 update and outlook

Universal Portfolio Managers Robert Plant and Keith Balmer will review where the Universal MAP range has made money this year, detail the recent changes to positioning and discuss their expectations for the economic outlook.

Three – it’s the magic number

With assets under managing exceeding £3bn we look closer at the CT Universal MAP range to see if good things do come in threes.

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Macro thinking

Is the worst of the trade war already behind us?

How much uncertainty can markets stomach?

Is the worst of the trade war already behind us?

How much uncertainty can markets stomach?