Our Thinking

5 March 2025
Macro

latptops

What’s next for markets?

Low inflation and falling interest rates make risk assets attractive, especially in the US. But should investors be worried about how much good news is priced in?
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3 March 2025
Macro

Is the new President pushing the US into recession?

The economic numbers in the US have taken a decided turn for the worse recently. Consumer confidence has tumbled, consumer spending was weak in January and the closely watched composite purchasing managers’ index has fallen sharply.
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24 February 2025
Macro

As UK inflation heads towards 4% are further rate cuts off the agenda?

UK inflation is on the up and CPI numbers for the year to January jumped to 3% from 2.5% the previous month. Energy prices will rise 5% in April and council taxes and water bills are also increasing.
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17 February 2025
Macro

Will the US push Europe and the UK into Recession?

US policy initiatives are coming thick and fast. Europe’s under pressure from proposed tariffs and US/Russia discussions around Ukraine have unsettled its leaders.
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10 February 2025
Macro

Where to next for global interest rates?

The past two weeks have seen monetary policy meetings for the big four central banks in the developed world.
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3 February 2025
Macro

Tariff turmoil

A possible trade war is upon us, and it threatens to upend the established world order.
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30 January 2025
Macro

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.
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27 January 2025
Macro

The coming plunge in energy prices for the UK and Europe

High energy prices have been a major drag on the economies of the UK and rest of Europe ever since the Russian invasion of Ukraine.
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21 January 2025
Macro

Opening Bell 2025: Will US equities continue to lead the way?

The US economy is set fair but will bond vigilantes present a macro-economic barrier to the new president’s agenda?
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20 January 2025
Macro

Have supermarket loyalty cards contributed to UK stagflation ?

Loyalty cards have been a big marketing success for UK supermarkets. 97% of shoppers have at least one and they offer big discounts on selected goods.
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13 January 2025
Macro

Will the bond market vigilantes hit Equities?

Many analysts of my age are thinking back to the 1970s and 1980s when the US authorities lost control of both inflation and the budget deficit.
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6 January 2025
Macro

Stagflation (UK), Stagnation (Europe) and Goldilocks (US) – What could possibly go wrong?

Stagflation in the UK, stagnation in Europe and goldilocks in the US. This week, we’ll look at what this means and ask where consensus might be wrong.
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19 February 2021

Acquiring or selling a business

There are some questions that keep popping up around buying or selling an adviser business
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Part of 50 mins structured CPD
19 February 2021

What are transaction costs?

We look at the calculation of the explicit and implicit elements of transaction costs
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45 mins structured CPD

Why Columbia Threadneedle for low-cost multi-asset

CT Universal MAP redefines value through active multi-asset solutions and business support at a passive price point. Fund OCFs at 0.29%-0.39%.
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