Portfolio insights

Harness the thinking of our investment experts

Macro thinking

Anthony Willis
|
October 13, 2025

Weekly Perspectives: Déjà vu in France…How long will this government last?

France’s political backdrop remains uncertain but what are the implications for its equity and bond markets?
A collage of square mirrors reflecting the sky with clouds and parts of the Eiffel Tower. The mirrors are arranged in a grid pattern, creating a fragmented and artistic view of the iconic structure against a blue sky backdrop.
Anthony Willis
|
October 6, 2025

Weekly Perspectives: Navigating the US government shutdown

This week I will be talking about the US government shutdown and whether it is truly a problem for financial markets.
Capitol Hill 1920x500
A collage of square mirrors reflecting the sky with clouds and parts of the Eiffel Tower. The mirrors are arranged in a grid pattern, creating a fragmented and artistic view of the iconic structure against a blue sky backdrop.
Anthony Willis
|
October 13, 2025

Weekly Perspectives: Déjà vu in France…How long will this government last?

France’s political backdrop remains uncertain but what are the implications for its equity and bond markets?
Capitol Hill 1920x500
Anthony Willis
|
October 6, 2025

Weekly Perspectives: Navigating the US government shutdown

This week I will be talking about the US government shutdown and whether it is truly a problem for financial markets.
crossing 1920x500
Anthony Willis
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September 29, 2025

Weekly Perspectives: Japan at a crossroads?

This week we are looking at Japan – a country that's going to be in focus at the end of the week thanks to upcoming elections.
Dollar
Anthony Willis
|
September 22, 2025

Weekly Perspectives: The Fed has stated cutting rates, but how far can they really go?

This week we are focusing on US interest rates – what changed last week and what we think is going to happen from here.
engineer
Anthony Willis
|
September 15, 2025

Weekly Perspectives: What’s going on with the US labour market?

The past couple of weeks have seen a marked change in narrative around the US labour market.
shipping agent
Anthony Willis
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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.
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Portfolio resources & insights

Keith Balmer
|
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
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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
Keith Balmer
|
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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