Portfolio insights

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Macro thinking

Anthony Willis
|
September 8, 2025

Weekly Perspectives: Tariffs are illegal….so what’s next?

This week’s market update comes from Switzerland another country hit hard by US tariffs.
shipping agent
Anthony Willis
|
September 1, 2025

Weekly Perspectives: Postcard from Brasil

Beef, coffee, orange juice and footballers. What will be the impact of tariffs on Brazil’s big exports?
Rio De Janeiro aerial view
shipping agent
Anthony Willis
|
September 8, 2025

Weekly Perspectives: Tariffs are illegal….so what’s next?

This week’s market update comes from Switzerland another country hit hard by US tariffs.
Rio De Janeiro aerial view
Anthony Willis
|
September 1, 2025

Weekly Perspectives: Postcard from Brasil

Beef, coffee, orange juice and footballers. What will be the impact of tariffs on Brazil’s big exports?
women at the supermarket choosing cheese 1920x500
Anthony Willis
|
July 21, 2025

Market Perspectives: Making sense of US inflation data

While the tariff theme continues to rumble away, this week has been all about the economic data and trying to decipher whether the tariffs are showing up in US inflation.
Roulette
Anthony Willis
|
July 14, 2025

Market Perspectives: The tariffs Wheel of Fortune continues to spin

Tariffs are once again dominating headlines, with plenty of new rates being announced by the White House.
football ball
Anthony Willis
|
July 8, 2025

Market Perspectives: 2025 half time report – where to next?

H1 2025 was marked by significant market volatility thanks to economic and geopolitical uncertainties, particularly around US tariff policies.
lighthouse on a coast
Steven Bell
|
June 30, 2025

Market perspectives: What a difference a week makes

It has been another extraordinary week of geopolitical developments with the backdrop considerably more benign than a week ago thanks to a tentative ceasefire between Israel and Iran.
Air force
Steven Bell
|
June 23, 2025

Market perspectives: Will the resilience of financial markets be undone by escalating geopolitical risks?

Investors continue to closely follow events in the Middle East – most recently the US’s strikes on three Iranian nuclear sites.
Bank square
Steven Bell
|
June 9, 2025

Macro Perspectives: Can the UK find more fiscal headroom without upsetting bond markets?

The UK’s public finances are once again in focus with the departmental spending review taking place this week.
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Portfolio resources & insights

|
August 21, 2025

Active matters

Exploring the potential benefits of active management and how we have adjusted our CT Universal MAP portfolios in a fast-moving world.
View over London Stock Exchange at sunrise
|
May 14, 2025

Tactical asset allocation

CT Universal MAP Funds – Q1 2025
Man under rock arch looking at starry night sky
View over London Stock Exchange at sunrise
|
August 21, 2025

Active matters

Exploring the potential benefits of active management and how we have adjusted our CT Universal MAP portfolios in a fast-moving world.
Man under rock arch looking at starry night sky
|
May 14, 2025

Tactical asset allocation

CT Universal MAP Funds – Q1 2025
Keith Balmer
|
January 30, 2025

Citywire NMA Podcast

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.
CT Universal MAP range – Q3 update and outlook
|
December 19, 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.
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