Industry news and views from Panacea and our partners.
Columbia Threadneedle Investments
Columbia Threadneedle: Is the UK heading for recession?
Optimism in the UK’s economic prospects has declined in recent months. Bad weather and a rise in domestic energy bills are partly to blame but the recent Budget has played a major role.
Columbia Threadneedle: Consolidate with caution – Too much focus on scale could come at the expense of innovation
Chancellor Rachel Reeves is right to identify excessive risk aversion as a critical issue in UK pensions. Her solution is consolidation, but while boosting scale this way is helpful, it is no magic wand.
Columbia Threadneedle: Multi-Manager Perspectives: There goes another French government!
A slightly strange week in financial markets given the focus has been firmly on France and South Korea.
Columbia Threadneedle Investments: Is now the time for Multi-Asset?
Join Keith Balmer, Portfolio Manager at Columbia Threadneedle Investments and other experts on the panel as they navigate current market dynamics, risks, and opportunities.
Columbia Threadneedle Investments: The climate risk ‘hot potato’– which sector will be left with burnt fingers?
A secure and consistent supply of critical minerals is fundamental to the energy transition and to achieving net-zero, but demand is putting pressure on supply chains and costs, and risks polarising sentiment around the energy transition.
Columbia Threadneedle Investments: ECB to cut rates as recession risks rise but markets dance to US tune
Is the risk of recession in the US really over? And what will it take to get investors to switch focus to Europe?
Columbia Threadneedle Investments: Will £ Hit $1.50 in 2025?
Signs indicate sterling’s ascent has begun in earnest. How soon before it reaches $1.50?
Columbia Threadneedle Investments: Will the £22bn black hole suck the UK back into recession?
Will the £22bn black hole suck the UK back into recession?
Columbia Threadneedle Investments: If demographics are destiny, investors should brace for change
World demographics are changing rapidly. With markets experiencing these shifts at different paces, we look at how three major economies are reacting to demographic shifts and highlight the potential implications.
Columbia Threadneedle Sustainable Outcomes Global Equity Strategy Q2 update
“The Magnificent 7” refers to the seven biggest US technology related stocks which, except for Tesla, helped to drive markets to record highs at the end of the 2Q.
Columbia Threadneedle Investments: Fed holds the key to the next market moves
The Federal Reserve is set to cut rates – but by how much?
Columbia Threadneedle Investments: The BoE: double punched from QE & carry trade unwinds
The BoE’s QE programme has all the features of a carry trade – borrowing cash to fund volatile positions in long-dated government bonds.
Columbia Threadneedle Investments: Interest rates are coming down – but how fast?
Rate cuts are coming but are markets too optimistic in their expectations?
Columbia Threadneedle Investments: On pause: the one-way certainty of the market is over … for now
The macroeconomic backdrop is changing, or at least uncertain. This could shift the pricing of risk assets, but it won’t change what we do, which is look for stronger competitively advantaged businesses that fit our quality growth philosophy.
Columbia Threadneedle Investments: CT Responsible Global Equity Strategy 2023 Responsible Profile
Learn how we engage to understand and encourage improvement in companies’ management practices of ESG issues.
Columbia Threadneedle Investments: Is the Fed on the cusp of cutting rates? Definitely, Maybe
What did you miss in financial markets during the summer holidays? A very busy period, and some significant market volatility on worries over the US labour market.
Columbia Threadneedle Investments: What are central banks telling us about interest rates?
After Jackson Hole, markets are pricing in big rate cuts for the US. What are the risks of disappointment?
Columbia Threadneedle Investments: Markets are pricing in bigger rate cuts, are they right?
Markets have moved to price-in more rate cuts for the US, UK and eurozone. Despite the commonality of the moves, the three economies are not moving in parallel.
Columbia Threadneedle Investments: Will rising UK inflation limit interest rate cuts?
How will the Bank of England respond to higher wages and energy costs?
Columbia Threadneedle Investments: Is the US Heading into Recession?
Does recent US labour market weakness indicate a looming recession or is it a false alarm?
Concentrating on Concentration Risk (45 minutes)
Explore what concentration risk is and why it is important
Tax wrappers: a summary of key differences (30 minutes)
A summary of some of the wrappers available to investors to maximise tax-efficient returns.
Client retirement options explained (30 minutes)
The more efficiently you invest the less you need to save - but what do we mean by efficiency?
Tax-efficient investment planning (30 minutes)
A summary of the order of taxation on earnings, and its implications for savings in the pre- and post-retirement.
An overview of Sustainability Disclosure Requirements (60 minutes)
We explore the principles and considerations to meet sustainability disclosure requirements and qualify for sustainability investment labels
Columbia Threadneedle Investments: The expectations game
With a new government explicitly focusing on growth, expect many a gloomy prognosis of the UK economy to change. So which assets stand to benefit?
Individual Savings Accounts – a guide to ISA investing (45 minutes)
ISAs offer a tax-efficient way to save and invest; find out what they are and how they work
Columbia Threadneedle Investments: Human capital – supply: the impact of demographic transition on investments
Working populations are in decline, with the demographic dividend that has supported economic growth in many developed markets under threat. This will have a direct impact on the firms in which we invest.
Columbia Threadneedle Investments: On your bike - Shimano and cycling
From gearing up Tour de France contenders to a growing e-bike market, Shimano looks well placed.
Columbia Threadneedle Investments: Where to next for UK Interest rates?
Market odds for the Bank of England to cut rates in August are better than 50:50. We are less optimistic.