Industry news and views from Panacea and our partners.
Columbia Threadneedle Investments
Columbia Threadneedle Investments: Greece: the making of a turnaround story
The beginnings of an unlikely economic turnaround in Greece – and new opportunities for investors – have mostly gone under the radar
Columbia Threadneedle Investments: In the endgame for the sale of the century
After a year of fierce discounts, the market for investment trusts looks to be stabilising. Ahead of its eventual recovery, it’s time to grab some bargains.
Columbia Threadneedle Investments: When will interest rates be cut?
Steven Bell, Chief Economist EMEA, on why he is optimistic that interest rates will be cut early in 2024, starting in the US with the UK and Europe to follow.
Columbia Threadneedle Investments: Is inflation beaten?
Peak rates are close for the US and UK, says Steven Bell, Chief Economist EMEA. But where the two countries go from there could be quite different.
Columbia Threadneedle Investments: Avoiding the scrum
A handful of tech names have turbocharged the US equity market’s performance. What does it mean for concentration risk, will their leadership continue, or should investors look further afield?
Columbia Threadneedle Investments: Japan’s renaissance steers equities overweight
A unique set of catalysts are presently benefitting Japan-listed companies. We look at their ability to endure.
Columbia Threadneedle Investments: Multi-Manager People’s Perspectives
Equities have generally trended lower, giving back a little of the solid returns we have seen in the first half of the year.
Columbia Threadneedle Investments: Marketing yourself on LinkedIN
As a social network, users often see LinkedIn as a place where they are advertising themselves to a current or potential employee. For an adviser, it can be seen as a place where you are advertising your credentials, like a digital shopfront. This means that your profile should not necessarily read like an online CV, but rather should be optimised for business generation.
Columbia Threadneedle Investments: Embedding Consumer Duty into your firm's culture
With the implementation of the Consumer Duty (Duty) having taken place on 31 July 2023, firms across UK Financial Services had been focused on delivering on the requirements under the four outcomes; Product & Service, Price & Value, Consumer Understanding and Consumer Support. Concurrently, firms should also be monitoring how their culture aligns with the Duty and how it is integral to the way the firm operates, with the additional necessity to document corresponding processes and show how they ensure positive consumer outcomes.
Columbia Threadneedle Investments: CT Property Growth & Income Fund - Property with liquid benefits
Portfolio Managers of the CT Property Growth & Income Fund discuss the benefits of diversified and targeted property exposure and why now is a good time to invest in property.
Columbia Threadneedle Investments: Asset allocation: why we still like Japanese equities
The country has taken the latest step on its long-term path to improved corporate capital efficiency, and in a region we have long favoured we continue to see a constructive medium-term backdrop
Columbia Threadneedle Investments: Europe’s recession was ultra-mild, in the US worse is still to come
Interest rate rises have driven inflation down. We all hope we are close to the pivot point when banks call a halt to hiking and begin to cut rates.
Columbia Threadneedle Investments: Are Europe and the UK heading for recession?
Steven Bell, our Chief Economist EMEA, thinks the PMIs are too pessimistic. Sighting broader economic data, he explains why.
Columbia Threadneedle Investments: Thematic Insight: Managing the Human Capital Transition
Human capital, although often overlooked by investors, is a significant component of the forces driving performance. Businesses investing in human capital are likely to derive a competitive advantage.
Columbia Threadneedle Investments: UK inflation to fall and labour market to weaken: good news for interest rates
Steven Bell, Chief Economist EMEA, shares his reading of the numbers that give him confidence rates have peaked or are within 25 bps of the peak.
Columbia Threadneedle Investments: Global Market Outlook: Are interest rates set to fall?
Inflation is moving in the right direction and the US is seemingly at or near peak interest rates. What about the UK and Europe? Steven Bell, chief economist EMEA, explains what a more constructive outlook may mean for markets.
Columbia Threadneedle Investments: Asset allocation: why we still like Japanese equities
The country has taken the latest step on its long-term path to improved corporate capital efficiency, and in a region we have long favoured we continue to see a constructive medium-term backdrop.
Columbia Threadneedle Investments: CT Responsible Global Emerging Markets Equity Strategy – ESG Profile and Impact Report 2022
Discover the Strategy’s alignment with the Sustainable Development Goals, how it ranks versus its benchmark on sustainability metrics, where it is on its net zero trajectory, and examples of company engagement.
Columbia Threadneedle Investments: Has the Bank of England got it all wrong?
Last week the Bank of England raised base rates to 5.25%, the 14th increase since tightening started in late 2021.
Columbia Threadneedle Investments: ESG Quick View: El Niño: a taste of climate risks to come?
Understanding what a company’s preparation for El Niño says about its climate risk preparedness.
Columbia Threadneedle Investments: Five reasons to think inflation will fall
While markets are focused on the recent misses in inflation, here's why we think it will in fact come down meaningfully in the next 12 months.
Columbia Threadneedle: Are interest rates close to their peak?
Steven Bell, Chief Economist EMEA asks how long until we see borrowing costs ease in the UK?
Columbia Threadneedle: Where to next for the global economy?
Assessing the impact of higher interest rates and looking for pockets of value across financial markets.
Columbia Threadneedle: Recession and Inflation in the UK & US
Steven Bell, Chief Economist EMEA, on the outlook for risk assets should the US enter recession
Columbia Threadneedle: Perspectives on value
We discuss the drivers of value and growth as investment styles. And explain why we believe that the backdrop is supportive of value.
Columbia Threadneedle: Why equities are vulnerable?
Find out why we prefer the safety of bonds. Steven Bell, Chief Economist EMEA, explains why he’s cautious on the prospects for equities.
Columbia Threadneedle Investments: Can equities survive the fight against inflation?
Interest rates look set to be higher for longer – we assess the impact on economies and markets.
Columbia Threadneedle Investments: Japanese equities enjoy a surge in inflows
Unloved and undervalued for some time, Japanese stocks have of late been enjoying a surge in inflows from overseas investors including ourselves. Here are some of the reasons why.
Segmenting your client base (45 minutes)
The new Consumer Principle at the heart of Consumer Duty requires firms to ‘act to deliver good outcomes for retail customers’ and details a number of areas to which firms must pay regard. Knowing your clients’ needs and objectives and communicating with them effectively is key. Learning the principles behind segmenting your client base will help you tailor relevant and personalised communications.
FCA publishes findings of review into fair value assessments
Consumer Duty requires firms to assess whether a product or service provides fair value for a customer. The FCA recently reviewed 14 firms’ assessment frameworks, sharing its observations with a view to helping other firms when implementing its price and value requirements. The findings set out some suggested areas of focus, including best practice.