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Macro thinking

Anthony Willis
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February 23, 2026

Market Perspectives: Tariffs 2.0? The options for President Trump

This week we focus on tariffs following last Friday’s US Supreme Court ruling that the current tariff regime under the International Emergency Economic Powers Act (IEEPA) is unlawful.
Debate stand with microphones 1920x500
Anthony Willis
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February 16, 2026

Market Perspectives: The Great Rotation… What’s going on with US equities?

This week we focus on US equities and a rotation in the market.
View from the top
Debate stand with microphones 1920x500
Anthony Willis
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February 23, 2026

Market Perspectives: Tariffs 2.0? The options for President Trump

This week we focus on tariffs following last Friday’s US Supreme Court ruling that the current tariff regime under the International Emergency Economic Powers Act (IEEPA) is unlawful.
View from the top
Anthony Willis
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February 16, 2026

Market Perspectives: The Great Rotation… What’s going on with US equities?

This week we focus on US equities and a rotation in the market.
Road and skyscrapers
Anthony Willis
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February 10, 2026

Market Perspectives: Takaichi’s gamble pays off

This week we focus on the weekend’s Japanese elections.
3277188 eagle
Anthony Willis
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February 2, 2026

Market Perspectives: Did the Federal Reserve just turn more hawkish or dovish?

This week we focus on the US Federal Reserve (Fed). We explore looming changes in leadership and a pause in rate cuts.
Man with a laptop 1920 x 500
Anthony Willis
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January 26, 2026

Market Perspectives: Learning to live with tariffs threats

We focus on the fallout from last week’s Greenland tariff announcements and subsequent policy shifts.
Greenland 1920x500
Anthony Willis
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January 19, 2026

Market Perspectives: How serious is the US threat to Europe over Greenland?

It’s been another busy week in terms of geopolitics as the US continues to ramp up rhetoric around the ownership of Greenland.
Globe 1920x500
Anthony Willis
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January 12, 2026

Market Perspectives: What could unsettle financial markets?

In terms of geopolitical newsflow it has been a very busy start to 2026. We have seen attention on Venezuela, Iran and Greenland to name but a few. Thus far, however, financial markets remain untroubled.
US Flag 1920x500
Anthony Willis
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January 5, 2026

Market Perspectives: Will the latest geopolitical shock derail markets?

Welcome to the first market perspectives of 2026. Today we focus on geopolitics and US actions in removing Venezuelan President Maduro over the weekend.
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Portfolio resources & insights

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February 24, 2026

Tactical asset allocation

CT Sustainable Universal MAP Funds – Q4 2025
Person looking at rock formation and northern lights
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February 24, 2026

Tactical asset allocation

CT Universal MAP Funds – Q4 2025
Man under rock arch looking at starry night sky
Person looking at rock formation and northern lights
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February 24, 2026

Tactical asset allocation

CT Sustainable Universal MAP Funds – Q4 2025
Man under rock arch looking at starry night sky
|
February 24, 2026

Tactical asset allocation

CT Universal MAP Funds – Q4 2025
Person looking at rock formation and northern lights
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February 24, 2026

Quarterly investment report

CT Sustainable Universal MAP Range – Q4 2025
View over waterfront city at sunset
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February 23, 2026

Asset Allocation update – February 2026

2026 has thus far seen geopolitical events, from Venezuela and Iran to Greenland, attracting attention. Headlines about tariffs and questions over the independence of the US Federal Reserve have continued. Still, financial markets remain resilient.
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