The current outlook for US tariffs is complex and their full impact on growth remains to be seen. Columbia Threadneedle Investments explores what advisers need to know, key events to keep top of mind and how to navigate the uncertainty.
The global stock market's concentration in a small number of mega-cap U.S. technology stocks, notably the Magnificent Seven, is raising systemic risk concerns among investors. While current valuations are high, they don't yet signal "irrational exuberance," says Paul Niven is Head of Multi-Asset Solutions, EMEA at Columbia Threadneedle Investments.
You can't apply a static solution to a dynamic problem. Markets are constantly changing, and the way a portfolio is constructed needs to reflect that. Learn more about the role that hedged equities play in our multi-asset funds, helping to balance risk and return more effectively.
Francis Clark Financial Planning set up a white-label managed portfolio service for their clients, but as the effects of COVID-19 played out and markets stagnated, they realised they needed a change. Managing Director Chris Reah explains how they found the right solution.
The tech giants are locked in a money-throwing contest to dominate AI services. But the real winners may be the catchers of that capital. From the fabrication plants of Taiwan to the memory stacks of Korea, there are underappreciated and undervalued companies that are positioned to benefit no matter who comes out on top.
Bridging the advisers-clients gap: How emotional intelligence can help build deeper trust with clients and better understand their financial goals
Discover resilient investing with our Governed Range portfolios, designed for long-term growth and stability. Learn how we can support you and your clients as they move their money through time.
Using the tax-free cash lump sum to supplement regular income payments can offer advantages over the more traditional option of taking it all at once. Scottish Widows' Gareth Davies discusses.
The world is awash in debt. In the US, government borrowing has surged past 100% of GDP, and the fiscal deficit is at a level typically seen in wartime. Other major economies are in similar situations. So, what does this deluge of debt mean for markets?