DeepSeek challenges the market consensus on the AI winners
We have seen some significant volatility in certain market sectors this week, with a dramatic sell off in tech and some energy stocks on Monday.
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.
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.
Multi-Manager Perspectives: Trump 2.0 – separating rhetoric from reality
Unsurprisingly the focus this week has been firmly on the US, with the inauguration of Donald Trump as the 47th President of the United States.
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?
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.
Multi-Manager Perspectives: Inflation in the UK is lower than in the USA, but the narrative in markets reflects a very different story…
It’s been a rocky ride in government bond markets so far in 2025 and the start of the week saw yields rising further before improving inflation data in the US and UK calmed nerves.
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.
Multi-Manager Perspectives: Five big questions for 2025
Recent days have given us a hint of some key themes for the year, not least plenty of political noise from incoming President Donald Trump.
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.
