Portfolio insights

Macro thinking

Macro

9 June 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.

Macro

2 June 2025

Macro Perspectives: Don’t get too excited, tariffs are not going away

We have seen another big week of news with a court ruling calling into question the legal basis for many tariffs imposed since President Trump returned to the White House.

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.

Macro Perspectives: Don’t get too excited, tariffs are not going away

We have seen another big week of news with a court ruling calling into question the legal basis for many tariffs imposed since President Trump returned to the White House.

Macro Perspectives: US ‘AAA’ no more … but does it matter?

The past week has seen the new federal budget making the headlines, as Republicans try to agree on a deal that will pass through Congress without Democrat support.

Active matters

Exploring the potential benefits of active management and how we have adjusted our CT Universal MAP portfolios in a fast-moving world.

Macro Perspectives: What now after the recovery in equity markets?

Despite the recovery in equities, the US dollar is weaker and US Treasury yields have increased.

Portfolio resources & insights

Portfolio Resources

14 May 2025

Tactical asset allocation

CT Universal MAP Funds – Q1 2025

Tactical asset allocation

CT Universal MAP Funds – Q1 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

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.

Adviser Edge

Insight to enhance your client outcomes

Technical education and business development insights on financial planning, investment and practice management.

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Macro thinking

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

Macro Perspectives: Don’t get too excited, tariffs are not going away

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

Macro Perspectives: Don’t get too excited, tariffs are not going away