Unlocking value in Japanese equities
Japan’s companies are adopting more shareholder friendly policies. We explore the opportunities for investors and explain why we’re currently overweight Japanese equities across the CT Universal MAP portfolios.
Market Monitor – 13 October 2023
Global stock markets had a positive week despite the escalating conflict in the Middle East and recent data highlighting sticky inflation in the United States.
Japan Equity: a strong track record in an exciting market
Why investors are excited about Japan and why, ahead of the launch of the Japan Equity SICAV launch, we have five unique selling points for our Japan capability.
Market Monitor – 6 October 2023
A new month has done little to brighten investors’ mood, with fears of a prolonged period of high interest rates continuing to weigh on sentiment in global markets.
European Select strategy: the case for quality investment
2022’s value rotation was a headwind for high-growth areas such as technology, in which the European Select strategy has greater weightings.
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
Market Monitor – 29 September 2023
Global stock markets suffered further losses this week, and September looks set to be one of the weakest performing months of 2023.
ESG Viewpoint: A deep dive on Japan’s low carbon transition
Japan’s decarbonisation journey – we’re engaging companies on climate-related risks
Artificial intelligence and the economy: paradigm shift or hype?
The rise of AI has been years in the making, reflecting a confluence of technological trends and developments. But what will be its impact on markets and the economy?
Market Monitor – 22 September 2023
Fears that interest rates will remain at higher levels for longer than previously expected have sparked losses on global stock markets.
