Name: Quality + Value = Resilience
Start: 2023-02-21T11:00:00Z
End: 2023-02-21T11:00:35.000Z
Location: BrightTALK
Rating: 4.3

At Columbia Threadneedle Investments, we invest to make a difference in your world, and the wider world. Millions of people rely on us to manage their money and invest for their future. Whatever world you want, our purpose is to help you achieve it. We do this by being globally connected, intense about research, having a responsible ethos, and a focus on continuous improvement.   

This year has been shrouded in uncertainty, with volatility evident across global markets. Following President Trump’s tariff announcements, investors witnessed falls in US equity markets, quickly followed by a significant rebound. In Europe and the UK, equities look set to reverse some of their significant underperformance against the US in the last decade. European equities are enjoying a revival thanks to macroeconomics and attractive valuations. The relaxation of Germany’s debt brake has raised yields in Europe, whilst in the US the perceived economic slowdown led to a fall in yields earlier in the year. But again, we saw a reversal following the announcement of the pause in reciprocal tariffs and concern about the level of the fiscal deficit, with spreads being increasingly tightened.

With this backdrop, please join Columbia Threadneedle Investments’ Global Chief Investment Officer, William Davies, and Head of Multi-Asset Solutions for EMEA, Paul Niven to hear how they are navigating the uncertainty and volatility, as well as the opportunities that the retracement and decoupling present to investors.

Midyear outlook 2025 – Navigating markets amidst an uncertain investment climate

Nature is increasingly a topic in the crosshairs for investors. There is growing awareness that the erosion of natural capital is creating material risks for investors, from regulatory pressures to supply chain disruptions, and that investee companies offering solutions could stand to benefit. We will explore the data tools and research approaches we are using to bring nature into fundamental investment conversations, and discuss how we see the nature investment landscape evolving in 2025.

Sustainability Research Webinar - Natural capital: nature as an investible theme

Since inception the aim of our CT Sustainable Universal MAP range, with all five funds now awarded Sustainability Focus labels under SDR, has been to meet your investment goals and make a positive contribution to a more sustainable world.  

In this session portfolio managers Eloise Robinson and Rob Plant of the CT Multi-Asset team will provide a brief macro update, before diving into more detail on the SDR labelling regime and what it means for the SUMAP range. They will also provide a reminder of the range’s sustainability approach, with some examples of the types of companies you can expect to find in the portfolios, before looking at performance and the outlook from here.

Focused on Sustainability - CT Sustainable Universal MAP range update

Keith Balmer and Robert Plant will provide insight into the team’s view of the current economic backdrop and how this is feeding into asset allocation decisions for the portfolios. They will also deliver an update on performance and positioning of our low-cost multi-asset Universal MAP ranges and will answer any questions posed by the audience.

CT Universal MAP fund range Q2 2025 update & outlook

In this topical webinar we will explore the history and background to President Trump’s tariff policies. We will consider the latest position and how tariffs are impacting on markets, consumer sentiment and trade. Finally, we’ll outline how asset managers are responding to recent markets and offer our views on advice for clients. 

Presented by Columbia Threadneedle Investments’ Senior Economist, Anthony Willis, and John Batten, Strategic & Technical Sales Manager, Adviser Edge

Learning Outcomes
By attending this webinar you will be able to:
• Explore the background to tariffs and President Trumps inspiration in using them
• Consider the current position with US Tariffs and their impacts on consumer sentiments and trade
• Consider advice for clients in the context of current markets

Trump, tariffs, trade and turmoil

Over the last twelve months, the FTSE All-Share Index has performed more strongly than the Magnificent Seven US tech stocks, the more broadly based S&P 500 index and the Nasdaq stock index. Despite this, the UK remains undervalued.
We will take a closer look at the factors which have led to UK equities being relatively unloved for so long. We’ll also argue why there are real grounds for optimism and highlight some of the opportunities we’re able to find through detailed fundamental analysis.
 
Head of UK Equities, Jeremy Smith, and portfolio manager, Dominic Younger, reflect on the latest outlook for the UK market.

UK Equities: don’t believe the doom-mongers

Join Marcus Phayre-Mudge and George Gay for their perspectives on over two decades of hybrid property investing. What shifts have they seen in the real estate landscape and how has the CT Property Growth & Income Fund’s innovative blend of listed and physical real estate helped them navigate challenges and harness opportunities. They’ll also highlight current positions and explain why they believe today’s investors are being presented with an attractive entry point into the asset class.

CT Property Growth & Income fund - 20 year special

2024 was the year of the BATMMAAN stocks. Collectively, Broadcom, Apple, Tesla, Microsoft, Meta, Amazon, Alphabet, and Nvidia became the caped crusaders of global markets, capturing investors’ imaginations and driving market performance. But with great performance comes great concentration risk, and these companies now dominate benchmarks. Combined with hidden correlations, a new era of geopolitics and ongoing macro challenges, this creates a changing dynamic for managing equity portfolios. 

In this webinar, David and Andrew will explore how to approach such an environment, why managing risk in big tech is so important, but also why diversification will be critical in the year ahead. Join us as we discuss where to find the real superhero stocks, and how Columbia Threadneedle’s approach to quality offers a resilient approach amid market uncertainty.

BATMMAAN Begins! Navigating the market’s super-stocks and the case for a differentiated approach to quality

The world has changed. The US has announced much higher tariffs than markets had expected, and has introduced massive uncertainty. The break with previous policy on Ukraine and weakening of commitment to NATO means Europe is planning a go-it-alone defence policy that implies a massive fiscal boost. Meanwhile, the UK is struggling to cut welfare spending to keep borrowing under control. Our Chief Economist, Steven Bell will discuss these dramatic changes and draw conclusions for financial markets.

Tariff Turmoil, German Rearmament: Where will it all end?

There’s turmoil in US policy, stagflation in the UK and stagnation in Europe. Join Steven Bell, Chief Economist, as he discusses the outlook for 2025 against this background and what it may mean for financial markets.

What's next for markets?

Join Jamie Jenkins and Clare Allen for a webinar on CT Responsible Global Equity: Strategy Review and 2025 Outlook, where they will reflect on the key performance drivers of H2 2024 and explore the challenges and opportunities ahead.

This will include:
• Strategy Review: insights into performance in H2 2024
• 2025 Outlook: How are we positioned for the year ahead, including the implications of a new US administration, the trajectory for AI demand and adoption, and threats to global economic stability
• The Portfolio Manager’s Perspective: thoughts on how it feels to manage a responsible fund in today’s complex environment, balancing our ESG goals with market realities

CT Responsible Global Equity: Review and 2025 outlook

CT Universal MAP fund range Q1 2025 update & outlook

You are invited to join our interactive webinar where Steven Bell, EMEA Chief Economist, will cast his eyes to what lies ahead for economies and markets in 2025.

As well as health checking key economic regions and assessing the prospects for inflation and interest rates, Steven will explore the potential impacts of a new Republican administration in the US and beyond.

What are the relative attractions of equities versus bonds and where do opportunities exist from a geographic perspective?

Opening Bell 2025

Join Paul Green and Anthony Willis from the CT Multi-Manager team as they review predictions made at the start of 2024 and assess portfolio positioning and performance and discuss the changes made to holdings and asset allocation over the year. 

During this interactive event, they will reflect on significant shifts in financial markets, economics, and politics in 2024 and try to answer some key questions over the outlook for 2025, including what to expect from Trump 2.0, how Europe can escape the current economic malaise, the prospects for China to rebound and whether the UK can find some positive momentum.

CT Multi-Manager: Review and outlook for 2025

After a tumultuous year of political and economic change, our Chief Economist, Steven Bell, will review market performance in 2024 and look ahead to 2025.

Closing Bell 2024

It was a strong start to the year for equities. The AI trade has once again dominated, and markets have shrugged off a range of geopolitical risks, but where do we go from here?

Despite the recent market concentration, we believe that equity investors with diverse portfolios can prosper.

Structural themes such as decarbonisation, deglobalisation and digitalisation have created a broad opportunity set, with earnings growth to be found across a wide range of industries and geographies.

Join us live or on demand to hear FE Alpha Manager Hall of Fame veteran David Dudding and Client Portfolio Manager Andrew Harvie discuss why our approach to quality sees us well-placed for such an environment and how this is reflected in the Global Focus strategy.

Unknown pleasures – a new era for equity investors

We’ve moved past peak interest rates and with a dislocation between share valuations and the true value of underlying property assets, real estate equities look well placed.  Join us and find out how we’re selectively targeting value in key markets.

• Real estate equities often outperform broader equities once we past the peak in interest rates  
• We see scope for a near-term capital value kicker. Longer-term income streams look set to remain the key driver. 
• Selectivity is key – why we focus on well managed quality businesses in the right sectors and locations.
• We see little oversupply in key markets and seek out pockets of rental growth. There is a positive outlook for sectors like logistics, data centres and prime retail in tourist hotspots.
• How we consider real estate opportunities at home, across Europe and globally.

Why it’s the REIT time to rethink your property exposure

Although equity and fixed income markets have been positive year to date, the fourth quarter of 2024 is full of events that could have significant consequences on asset prices and financial planning. The US elections and the Federal Reserve rate cutting cycle will likely have more impact on a global stage, but the UK budget could have more profound long-term consequences for UK investors. Universal Portfolio Managers Robert Plant and Keith Balmer will review where the Universal MAP range has made money this year, detail the recent changes to positioning and discuss their expectations for the economic outlook.

CT Universal MAP range – Q3 update and outlook

2022 was a challenging year for both total return and traditional 60-40 funds. Pyrford’s strategy held up well and again proved resilient. Once more we saw the importance of valuations compared to correlations, which tend to be unreliable over time. Daniel will provide an overview of Pyrford's investment approach; what worked in 2022 and how they are positioned for 2023.

Quality + Value = Resilience

Pyrford

Multi Asset

Absolute Return

Investment Management

Investment Strategy

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Financial Planning and Analysis

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Quality + Value = Resilience

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Columbia Threadneedle Investments