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.
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Chancellor joins 20 pension providers and insurers to drive growth across the UK
Have ‘traditionally been cautious’ on specialist products
One of a string of ‘fixed rate return’ investments offered by Moneda Capital
'Working with an investment manager should be a frictionless experience'
Over a quarter of the UK's billionaires are foreign nationals
And are advisers over-reliant on yield?
Think tank urges chancellor to avoid 'limping from one forecast to the next'