Our Thinking
1 July 2024
Macro
A tough fiscal reality awaits new government
A tough fiscal reality awaits new government
An incoming government will have to raise taxes. Politically, this is best done quickly – will courage prevail?
Watch time - 8 min
17 June 2024
Macro
Back to basics: why the time is right for a return to multi-asset
Back to basics: why the time is right for a return to multi-asset
The great reset in bond yields and the prospect of inflation falling further means multi-asset is once again an attractive option for investors seeking a smoother return profile.
Watch time - 6 min
17 June 2024
Macro
Elections, interest rates and markets
Elections, interest rates and markets
A record year for elections – but what do they mean for markets?
Watch time - 6 min
11 June 2024
Macro
The snap election could put QE losses back in focus
The snap election could put QE losses back in focus
With Bank of England quantitative easing losses dwarfing those of other central banks, expect a new government to start asking tough questions.
Watch time - 4 min
5 June 2024
Macro
Are we heading for the Goldilocks scenario?
Are we heading for the Goldilocks scenario?
The difficult economic balance of “not too hot, not too cold” needs inflation to fall to target while the economy keeps growing, allowing for rate cuts. Here’s why we think it could happen
Read time - 6 min
3 June 2024
Macro
Politics, Inflation & Interest Rates
Politics, Inflation & Interest Rates
ECB to cut rates this week.
Watch time - 4 min
28 May 2024
Multi Asset
The race for rate cuts
The race for rate cuts
After a series of negative surprises in the US, the Fed is no longer expected to lead on rate cuts. Europe is now where all eyes are cast but will it be the ECB or BoE, that blinks first?
Reading time - 4 min
20 May 2024
Macro
Inflation falls: how far will interest rates follow?
Inflation falls: how far will interest rates follow?
Inflation is finally falling in the US, UK and Europe, but will we see greater dispersion in central bank actions?
Watch time - 4 min
13 May 2024
Macro
Rate cuts to start in June
Rate cuts to start in June
In Europe, a June cut is likely – but what about the UK and US?
Watch time - 4 min
7 May 2024
Macro
Interest rate cuts back on the agenda
Interest rate cuts back on the agenda
Pessimism about the prospects for US interest rates cuts has been growing steadily as 2024 has developed. But there was a big change last Friday.
Watch time - 4 min
26 April 2024
Macro
Total eclipse 2: the rebound in manufacturing
Total eclipse 2: the rebound in manufacturing
As the prospect of rate cuts dims, amid a manufacturing rebound pushing up metals prices, how do managers respond in their portfolios?
Read time - 4 min
15 April 2024
Macro
Earnings season: Will Q1 earnings deliver?
Earnings season: Will Q1 earnings deliver?
After a strong start to the earnings season, a big week lies ahead.
Watch time - 5 min
Sustainable Universal MAP Range Impact Report
In 2020, we engaged with 107 companies held in the funds and voted at 90 meetings. Key topics included engagement on labour standards, corporate governance and climate change.
- Across the Sustainable MAP range, the top SDGs we aligned to were:
- SDG 3 – Good Health and Well-being. Of the activity across the range which linked to SDG 3, the majority aligned with target 3.8 which calls for universal access to medicines and health-care
- SDG 8 – Decent Work and Economic Growth. In particular, target 8.2 which focuses on boosting economic productivity through technological upgrading and innovation and; target 8.10 which aims for universal access to financial services
- Engaged with a number of companies held in the funds including Smurfit Kappa and National Grid linking to SDG 13 – Climate Action. Worked with GlaxoSmithKline on its approach to executive remuneration
CT Adviser Edge
Insight to enhance you client outcomes
Technical education and business development insights on financial planning, investment and practice management.
Register to log your structured CPD on a personalised dashboard, plus receive notifications of new content, upcoming events and webinars.
19 February 2021
Acquiring or selling a business
Acquiring or selling a business
There are some questions that keep popping up around buying or selling an adviser business
Part of 50 mins structured CPD
19 February 2021
What are transaction costs?
What are transaction costs?
We look at the calculation of the explicit and implicit elements of transaction costs
45 mins structured CPD
Why Columbia Threadneedle for low-cost multi-asset
CT Universal MAP redefines value through active multi-asset solutions and business support at a passive price point. Fund OCFs at 0.29%-0.39%.
