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In Credit Weekly Snapshot – Look to the future now, it’s only just begun
In Credit Weekly Snapshot – Look to the future now, it’s only just begun
16 December 2025
After an eventful 2025, what might be in store for 2026? Elsewhere, despite a few hurdles throughout the year, core investment grade markets are ending the year tighter than they started.
CT QR Series US Equity Active UCITS ETF Portfolio updates
CT QR Series US Equity Active UCITS ETF Portfolio updates
16 December 2025
CT QR Series European Equity Active UCITS ETF Portfolio updates
CT QR Series European Equity Active UCITS ETF Portfolio updates
16 December 2025
Weekly Perspectives: Looking forward to 2026
Weekly Perspectives: Looking forward to 2026
15 December 2025
It is our final update of the year but there is plenty going on this week in financial markets.
Unlocking innovation in emerging markets debt
Unlocking innovation in emerging markets debt
11 December 2025
A new generation of state-contingent debt instruments is reshaping the emerging markets (EM) landscape, creating value for investors and providing creative solutions for sovereigns.
Big, broad, innovative – the case for emerging market equities
Big, broad, innovative – the case for emerging market equities
10 December 2025
Discussing the case for emerging market equities – including a weaker US dollar – and the potential benefits of adopting an active approach.
In Credit Weekly Snapshot – Big in Japan
In Credit Weekly Snapshot – Big in Japan
9 December 2025
Bond yields ratcheted higher globally last week, with a key trigger being shifting interest rate expectations in Japan. Will there be moves to repatriate overseas bond holdings to take advantage of these higher domestic rates? Read on for a breakdown of fixed income news across sectors and regions.
Redefining quant – putting active into ETFs
Redefining quant – putting active into ETFs
9 December 2025
Not all active ETFs are created equal. Explore how we’ve hardwired conviction investing into our portfolios.
Weekly Perspectives: What happens when Japan hikes rates?
Weekly Perspectives: What happens when Japan hikes rates?
8 December 2025
This week we take a closer look at Japan and the likelihood of an interest rate hike at the end of December.
European rally set to continue and performance broaden out
European rally set to continue and performance broaden out
3 December 2025
Improvements have been driven by banks and defence, and these may continue to perform, but as earnings growth rises in 2026 we expect performance to deepen.
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In Credit Weekly Snapshot – Look to the future now, it’s only just begun
In Credit Weekly Snapshot – Look to the future now, it’s only just begun
16 December 2025
After an eventful 2025, what might be in store for 2026? Elsewhere, despite a few hurdles throughout the year, core investment grade markets are ending the year tighter than they started.
Weekly Perspectives: Looking forward to 2026
Weekly Perspectives: Looking forward to 2026
15 December 2025
It is our final update of the year but there is plenty going on this week in financial markets.
Unlocking innovation in emerging markets debt
Unlocking innovation in emerging markets debt
11 December 2025
A new generation of state-contingent debt instruments is reshaping the emerging markets (EM) landscape, creating value for investors and providing creative solutions for sovereigns.
Big, broad, innovative – the case for emerging market equities
Big, broad, innovative – the case for emerging market equities
10 December 2025
Discussing the case for emerging market equities – including a weaker US dollar – and the potential benefits of adopting an active approach.
In Credit Weekly Snapshot – Big in Japan
In Credit Weekly Snapshot – Big in Japan
9 December 2025
Bond yields ratcheted higher globally last week, with a key trigger being shifting interest rate expectations in Japan. Will there be moves to repatriate overseas bond holdings to take advantage of these higher domestic rates? Read on for a breakdown of fixed income news across sectors and regions.
Redefining quant – putting active into ETFs
Redefining quant – putting active into ETFs
9 December 2025
Not all active ETFs are created equal. Explore how we’ve hardwired conviction investing into our portfolios.
Weekly Perspectives: What happens when Japan hikes rates?
Weekly Perspectives: What happens when Japan hikes rates?
8 December 2025
This week we take a closer look at Japan and the likelihood of an interest rate hike at the end of December.
European rally set to continue and performance broaden out
European rally set to continue and performance broaden out
3 December 2025
Improvements have been driven by banks and defence, and these may continue to perform, but as earnings growth rises in 2026 we expect performance to deepen.
LDI focus: Diversification benefits of US securitised credit
LDI focus: Diversification benefits of US securitised credit
3 December 2025
US securitised assets offer diversification benefits in a marketplace that offers attractive yields for its high-quality nature. When blended into LDI portfolios there is opportunity to enhance collateral waterfall resilience while improving risk/return dynamics.
In Credit Weekly Snapshot – Tired of waiting for you
In Credit Weekly Snapshot – Tired of waiting for you
2 December 2025
The European Central Bank is contending with increased fiscal spending and a massive shift in the Dutch pension system, leaving markets seeking clarity. Read on for a breakdown of fixed income news across sectors and regions.
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