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Insights

Is now the time for Multi-Asset?

Keith Balmer
Keith Balmer
Portfolio Manager, Multi Asset Solutions

Join Keith Balmer, Portfolio Manager at Columbia Threadneedle Investments and other experts on the panel as they navigate current market dynamics, risks, and opportunities.

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The economic consequences of the Middle East conflict are becoming clearer. We look at a slowdown in PMI numbers across Europe and the UK.
Europe is a key part of equity allocations. We highlight the case for active management and argue it’s a focus on fundamentals that matters.
2026 has thus far seen geopolitical events, from Venezuela and Iran to Greenland, attracting attention. Headlines about tariffs and questions over the independence of the US Federal Reserve have continued. Still, financial markets remain resilient.
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Important information

Please note that this is a marketing communication and does not constitute investment advice or a recommendation to buy or sell investments nor should it be regarded as investment research. It has not been prepared in accordance with legal requirements designed to promote the independence of investment research and is not subject to any prohibition on dealing ahead of its dissemination. Views are held at the time of preparation.

Past performance is not a guide to future performance. Stock market and currency movements mean the value of investments and the income from them can go down as well as up and you may not get back the original amount invested.

Related Insights

22 May 2026

Anthony Willis

Senior Economist, Multi-Asset Solutions team

Macro Pulse: Should we worry more about inflation, or growth?

The economic consequences of the Middle East conflict are becoming clearer. We look at a slowdown in PMI numbers across Europe and the UK.
21 May 2026

Asset Allocation update - Q2 2026

2026 has thus far seen geopolitical events, from Venezuela and Iran to Greenland, attracting attention. Headlines about tariffs and questions over the independence of the US Federal Reserve have continued. Still, financial markets remain resilient.
18 May 2026

Anthony Willis

Senior Economist, Multi-Asset Solutions team

Market Perspectives: Higher for longer

Inflation is on the up but when will central banks begin to raise interest rates?
22 May 2026

Anthony Willis

Senior Economist, Multi-Asset Solutions team

Macro Pulse: Should we worry more about inflation, or growth?

The economic consequences of the Middle East conflict are becoming clearer. We look at a slowdown in PMI numbers across Europe and the UK.
22 May 2026

Christine Cantrell

Head of EMEA Active ETFs and Investment Trust Distribution

Focused on fundamentals: why active investing matters in European equities

Europe is a key part of equity allocations. We highlight the case for active management and argue it’s a focus on fundamentals that matters.
21 May 2026

Asset Allocation update - Q2 2026

2026 has thus far seen geopolitical events, from Venezuela and Iran to Greenland, attracting attention. Headlines about tariffs and questions over the independence of the US Federal Reserve have continued. Still, financial markets remain resilient.

Important information

Please note that this is a marketing communication and does not constitute investment advice or a recommendation to buy or sell investments nor should it be regarded as investment research. It has not been prepared in accordance with legal requirements designed to promote the independence of investment research and is not subject to any prohibition on dealing ahead of its dissemination. Views are held at the time of preparation.

Past performance is not a guide to future performance. Stock market and currency movements mean the value of investments and the income from them can go down as well as up and you may not get back the original amount invested.

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