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2026 credit thoughts – here comes the capex …
2026 credit thoughts – here comes the capex …
18 February 2026
Competition for capital is heating up. Persistent government deficits combined with a long overdue acceleration in corporate capex means bond markets face a wave of new supply. Is this a risk or opportunity?
In Credit Weekly Snapshot – Stuck in the middle with you
In Credit Weekly Snapshot – Stuck in the middle with you
17 February 2026
Core government bond markets are onlookers as equity markets are buffeted by AI uncertainty, with the US 10-year Treasury range-bound.
Market Perspectives: The Great Rotation… What’s going on with US equities?
Market Perspectives: The Great Rotation… What’s going on with US equities?
16 February 2026
This week we focus on US equities and a rotation in the market.
CT QR Series Emerging Markets Equity Active UCITS ETF Portfolio updates
CT QR Series Emerging Markets Equity Active UCITS ETF Portfolio updates
11 February 2026
In Credit Weekly Snapshot – Slow dancing in a burning room
In Credit Weekly Snapshot – Slow dancing in a burning room
10 February 2026
The US dollar has hit a post-2022 low and some countries are reducing their exposure.
Market Perspectives: Takaichi's gamble pays off
Market Perspectives: Takaichi's gamble pays off
10 February 2026
This week we focus on the weekend’s Japanese elections.
UK Real Estate: Talking Points January 2026
UK Real Estate: Talking Points January 2026
9 February 2026
Welcome to our quarterly snapshot of current real estate market trends.
Preference centre test page GLOBAL
Preference centre test page GLOBAL
6 February 2026
Riding the multi-year waves of AI investment
Riding the multi-year waves of AI investment
6 February 2026
The real story of artificial intelligence (AI) is the multi‑year progression of capital flows that will define which companies lead, when they lead and why.
In Credit Weekly Snapshot – Fool’s gold
In Credit Weekly Snapshot – Fool’s gold
3 February 2026
We’ve seen extraordinary moves in precious metals recently. The same can’t be said for Bitcoin.
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2026 credit thoughts – here comes the capex …
2026 credit thoughts – here comes the capex …
18 February 2026
Competition for capital is heating up. Persistent government deficits combined with a long overdue acceleration in corporate capex means bond markets face a wave of new supply. Is this a risk or opportunity?
In Credit Weekly Snapshot – Stuck in the middle with you
In Credit Weekly Snapshot – Stuck in the middle with you
17 February 2026
Core government bond markets are onlookers as equity markets are buffeted by AI uncertainty, with the US 10-year Treasury range-bound.
Market Perspectives: The Great Rotation… What’s going on with US equities?
Market Perspectives: The Great Rotation… What’s going on with US equities?
16 February 2026
This week we focus on US equities and a rotation in the market.
In Credit Weekly Snapshot – Slow dancing in a burning room
In Credit Weekly Snapshot – Slow dancing in a burning room
10 February 2026
The US dollar has hit a post-2022 low and some countries are reducing their exposure.
Market Perspectives: Takaichi's gamble pays off
Market Perspectives: Takaichi's gamble pays off
10 February 2026
This week we focus on the weekend’s Japanese elections.
UK Real Estate: Talking Points January 2026
UK Real Estate: Talking Points January 2026
9 February 2026
Welcome to our quarterly snapshot of current real estate market trends.
Riding the multi-year waves of AI investment
Riding the multi-year waves of AI investment
6 February 2026
The real story of artificial intelligence (AI) is the multi‑year progression of capital flows that will define which companies lead, when they lead and why.
In Credit Weekly Snapshot – Fool’s gold
In Credit Weekly Snapshot – Fool’s gold
3 February 2026
We’ve seen extraordinary moves in precious metals recently. The same can’t be said for Bitcoin.
Market Perspectives: Did the Federal Reserve just turn more hawkish or dovish?
Market Perspectives: Did the Federal Reserve just turn more hawkish or dovish?
2 February 2026
This week we focus on the US Federal Reserve (Fed). We explore looming changes in leadership and a pause in rate.
In Credit Weekly Snapshot – Enough is enough
In Credit Weekly Snapshot – Enough is enough
27 January 2026
The Japanese yen was in the spotlight this week, with the exchange rate prompting ‘verbal intervention’ by the US and speculation that physical intervention – from both the US and Japan – will follow.