Portfolio insights

Harness the thinking of our investment experts

Macro thinking

Macro
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28 April 2025
|

Will empty shelves in the US force further pragmatism around trade?

With signs of pragmatism emerging from the White House we have seen calmer conditions in financial markets.
woman with a white tshirt
Macro
|
22 April 2025
|

Is the US heading for a self-inflicted recession?

The tariff uncertainty continues, and equity, bond and currency markets remain volatile.
woman with a white tshirt

Will empty shelves in the US force further pragmatism around trade?

With signs of pragmatism emerging from the White House we have seen calmer conditions in financial markets.

Is the US heading for a self-inflicted recession?

The tariff uncertainty continues, and equity, bond and currency markets remain volatile.
cargo ship

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.
roller coaster

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.
warship

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.

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

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.
Man under rock arch looking at starry night sky

Tactical asset allocation

CT Universal MAP Funds – Q4 2024
CT Universal MAP range – Q3 update and outlook

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.
Number 3 painted in race track lane

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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