A curated collection of videos from leading fund management groups on market dynamics, trends, and investment strategies.
There are 84 item(s) tagged with the keyword "Columbia Threadneedle Investments".
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We cannot ignore the dominant themes impacting markets across the world, but a resilient and supported European marketplace is well placed to prosper in these challenging times
We don’t pretend to have all the answers on China and the US, and we reserve the right to change our minds – especially as Donald Trump changes his. Amid such market volatility we are not making bold macro calls, instead our focus is on thoughtful, quality-led stock selection.
Fundamental backdrop remains solid – many companies are performing well and first quarter earnings were healthy. Shareholder interests remain to the fore with buybacks tripled year-on-year in April. Merger and acquisition activity has been widespread.
The US government’s proposal to impose tariffs on pharmaceutical imports has ignited a complex debate, intertwining economic, healthcare, and geopolitical considerations. While the initiative aims to bolster domestic manufacturing and reduce reliance on foreign supply chains, it also raises concerns about drug affordability and availability, and has broader implications for the healthcare system.
As investors navigate a slower growth, policy-fragmented environment, AI stands out as a long-term theme with the potential to deliver durable growth and broad-based opportunity across the value chain
Market Perspectives: 2025 half time report – where to next?
Explore how reo® has shaped corporate behaviour and achieved over 5,170 milestones through engagement with 6,454 companies since 2000.
Geopolitical tensions, tariff uncertainty and global economic slowdown look set to define the second half of 2025. Our global CIO looks at why active management and research-led investing are the way to navigate this global complexity.
AI is helping enhance efficiency, reduce costs and improve decision-making.
At COP28, over 20 countries committed to tripling nuclear power by 2050. Driven by energy security and AI, the sector could attract $550 billion in investment. Small Modular Reactors offer cost-effective solutions. Key beneficiaries include uranium producers, reactor manufacturers, engineering firms, and select utilities supporting the nuclear power revival.
Displaying: 1 - 10 of 84