Our Thinking
26 April 2024
Macro
Total eclipse 2: the rebound in manufacturing Â
Total eclipse 2: the rebound in manufacturing Â
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
15 April 2024
Macro
Is interest rate pessimism overdone?
Is interest rate pessimism overdone?
The European Central Bank looks set to cut in June and there are reasons to believe the US and UK won’t be too far behind.
Watch time - 4 min
8 April 2024
Macro
Interest rates, inflation and immigration
Interest rates, inflation and immigration
Do rising US rents, fuelled in part by higher immigration, call for a reappraisal of the likely scale and pace of US interest rate cuts?
Watch time - 6 min
2 April 2024
Macro
The first cut is the easiest
The first cut is the easiest
With real rates rising as inflation falls, we explain why central banks should consider cutting interest rates soon.
Watch time - 4 min
22 March 2024
Macro
Game On with inflation
Game On with inflation
Leading indicators imply falling UK inflation could be sustained. This, and rate cuts in Europe and the US, raise the odds of an easing in the UK.
Read time - 4 min
18 March 2024
Macro
Will sticky inflation stop the US cutting interest rates?
Will sticky inflation stop the US cutting interest rates?
Disappointing data has dampened expectations around US rate cuts. We think that pessimism is overdone and explain why.
Watch time - 6 min
11 March 2024
Macro
Interest cuts to start in June
Interest cuts to start in June
Consensus for June rate cuts from the Fed and ECB are firm. What are the odds that the UK, seen as a laggard, could follow through too?
Watch time - 4 min
6 March 2024
Macro
Interest rates, growth and financial markets
Interest rates, growth and financial markets
In the absence of significant economic contraction, central banks look set to hold off cutting rates until wage inflation eases. What can we expect from financial markets?
Read time - 4 min
29 February 2024
Multi Asset
Mag 7 – #Supersize MeÂ
Mag 7 – #Supersize MeÂ
Over consumption of the ‘Magnificent 7’ companies is distorting stock valuations and driving extreme concentration in index returns. Does this pose risks?
Reading time - 4 min
26 February 2024
Macro
Low inflation to create unusual dilemma for the Bank of England
Low inflation to create unusual dilemma for the Bank of England
In an election year, pressure for a cut in rates will only grow as inflation eases. What is the BoE to do?
Watch time - 4 min
19 February 2024
Macro
UK recession: what next?
UK recession: what next?
Why an upturn looks likely and what that could mean for markets.
Watch time - 4 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%.
