Industry news and views from Panacea and our partners.
Columbia Threadneedle Investments
Are you ready for Consumer Duty? (60 minutes)
Graham Finlay gives an overview of the Consumer Duty framework, outlines some of the key dates you need to be mindful of and will focus on the main steps you, as a financial advice firm, can take to really get started in understanding and ensuring that you comply with the Consumer Duty once it’s in regulation.
Columbia Threadneedle: Will 5% UK mortgage rate hit house prices?
There’s been a big change in the UK macro-outlook - cautious optimism has replaced doom and gloom.
Columbia Threadneedle: Investment implications: the US Inflation Reduction Act is a wake-up call for the EU
The US IRA and the EU’s Green Deal Industrial Plan share many common themes, but what are the investment implications as the two go head-to-head, and what China might do in response?
Columbia Threadneedle: Are Bonds in a Bear Market?
The rise in yields makes bonds attractive. The price has already adjusted and demand should come back, switching out of other financial assets.
Columbia Threadneedle: Can the UK & Europe escape a US recession?
Is the US heading for recession? Steven Bell, Chief Economist EMEA, thinks it is but explains why Europe and the UK could escape.
Columbia Threadneedle: CT UK Social Bond Fund - education, learning and skills
Discover how the strategy seeks to make investments that contribute to widening participation and expanding access to education.
Columbia Threadneedle: Global Sustainable Outcomes Q1 2023
Is our 'stolen focus' one reason for the world's slow response to the climate crisis?
Columbia Threadneedle: Will the next stage of the US banking crisis lead to a recession?
Steven Bell, Chief Economist EMEA, on why the next stage of the US banking crisis might lead to recession.
Columbia Threadneedle Investments: On the road in India
The team spent nine days in India with their time split across Mumbai and Delhi. They report on how progress looks and feels post pandemic.
Columbia Threadneedle Investments: ESG Viewpoint: Putting the brakes on Fast Fashion
Cheap and on trend clothing but at what cost? We assess the implications of Fast Fashion and explore a more sustainable approach to clothing manufacture.
Columbia Threadneedle Investments: Fund Watch Q1 2023
We analyse thousands of funds each quarter – in FundWatch we highlight the elusive few that manage to outperform on a consistent basis.
Columbia Threadneedle Investments: Play the AI boom through chips and shovels
Artificial Intelligence is set to be among the defining technologies of the next decade. What’s the best way to tap-into this theme from an investment perspective?
Columbia Threadneedle Investments: What happens next for banks?
Our Global CIO and equity analysts look at the changes that may be coming for banks in the wake of recent events involving Silicon Valley Bank and Credit Suisse.
Columbia Threadneedle Investments: Has Spring arrived for the UK and European Economies?
Recent weeks have seen the UK and Europe’s macro environment improve – in large part due to easing fears around high energy prices.
Columbia Threadneedle Investments: How much higher will interest rates rise?
Inflation is proving sticky. Headline numbers have come down but core inflation has been stable. In the case of Europe, it has even picked up.
Trustee duties and responsibilities (50 minutes)
We look at the roles, responsibilities and powers of trustees along with their essential record keeping obligations.
The role of derivatives (62 minutes)
Graham Finlay and Keith Balmer explore the role that derivatives play in traditional portfolio management. First Graham examines the basic characteristics and risks associated with the main types of derivative, with Keith then bringing to life the reasons why they're employed in different investment scenarios.
The five principles behind the sustainable investment labels (45 minutes)
We look into the principles and considerations products must meet to qualify for any of the sustainable investment labels.
Trust Registration Service (TRS) (50 minutes)
Financial Advisers play a key role in supporting lay trustees understand their role in managing trusts efficiently and effectively. We outline why the TRS exists and explore when and how trustees are required to use it.
Reckoning with risk (55 minutes)
Considering how much risk has been taken to achieve investment returns allows us to distinguish returns that have been made largely by taking significant risk versus those made with lower levels of risk. We explain the calculations behind the five main methods of assessing risk-adjusted returns. ?
What are the sustainable investment labels? (45 minutes)
The FCA's proposals on sustainability disclosure requirements (SDR) and investment labels put consumer needs front and centre in their priority to tackle greenwashing. Learn more about the three proposed label categories, together with supporting disclosure requirements.
Columbia Threadneedle Investments: What does a higher inflation world mean for dividends?
We look at the impact of higher inflation on dividends and how this 'new normal' will affect our expectations and investment thesis going forward
Columbia Threadneedle Investments: Dissecting the banking crisis
Credit conditions are becoming tighter so the Federal Reserve will likely not have to raise rates as far.
Columbia Threadneedle Investments: Where will the financial crisis end?
The collapse of Credit Suisse, an icon of European banking, has revived fears of the Global Financial Crisis (GFC).
Columbia Threadneedle Investments: CT UK Social Bond Fund - The Big Issue Group
For over 30 years, The Big Issue has been at the forefront of social activism, working to dismantle poverty by creating opportunity.
Columbia Threadneedle Investments: SVB: Canary in the mine or little local difficulty?
The failure of Silicon Valley Bank (SVB) has had a dramatic impact on financial markets.
Columbia Threadneedle Investments: ESG Viewpoint: The challenges of realising zero-carbon cement
Cement production accounts for about 7% of global carbon emissions. We explore the challenges the industry is facing on the road to net zero.
Columbia Threadneedle Investments: Will Europe outperform the US in 2023?
In the recent reporting season, European companies have bettered the performance of their US counterparts.
Columbia Threadneedle Investments: Fund Watch Q4 2022
Fund Watch uses our team’s process to highlight the past quarter’s developments in the fund world. It is fact-based and uses performance analysis techniques which form part of our investment process.
Columbia Threadneedle Investments: Industry trends to watch in 2023
The last few years have delivered a fair share of ‘once-in-a-lifetime’ setbacks for asset managers and investors. As we come out on the other side, I am excited about the opportunities.