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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, Head of Multi-Asset Solutions, EMEA at Columbia Threadneedle Investments.

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.

Catch up on the discussion

In an environment of market volatility, a resilient investment strategy hinges on active management and a consistent investment process, says Eloise Robinson, Portfolio Manager, Multi-Asset Solutions, Columbia Threadneedle Investments.

Catch up on PA's webinar on pensions being brought into IHT's scope

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.

The Scotland Investment Roadshow kicks off next week