US decline and European renaissance – is that now the outlook?
The US economy and equity markets were expected to outperform in 2025 but so far, the reverse has happened.
German rearmament – the consequences
As Germany takes it foot off the debt brake what will be the impact on economies and markets?
What’s next for markets?
Low inflation and falling interest rates make risk assets attractive, especially in the US. But should investors be worried about how much good news is priced in?
Is the new President pushing the US into recession?
The economic numbers in the US have taken a decided turn for the worse recently. Consumer confidence has tumbled, consumer spending was weak in January and the closely watched composite purchasing managers’ index has fallen sharply.
As UK inflation heads towards 4% are further rate cuts off the agenda?
UK inflation is on the up and CPI numbers for the year to January jumped to 3% from 2.5% the previous month. Energy prices will rise 5% in April and council taxes and water bills are also increasing.
Will the US push Europe and the UK into Recession?
US policy initiatives are coming thick and fast. Europe’s under pressure from proposed tariffs and US/Russia discussions around Ukraine have unsettled its leaders.
Where to next for global interest rates?
The past two weeks have seen monetary policy meetings for the big four central banks in the developed world.
Tariff turmoil
A possible trade war is upon us, and it threatens to upend the established world order.
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.
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.
