Market Monitor – 1 September 2023
Global stock markets ended a challenging month on a positive note following stimulus measures in China and reassuring economic data in the United States.
A penny for a song and more
Interesting investment options continue to emerge driven by technological evolution and the more nuanced reality behind alarmist media headlines.
CT Property Growth & Income Fund – Property with liquid benefits
Portfolio Managers of the CT Property Growth & Income Fund discuss the benefits of diversified and targeted property exposure and why now is a good time to invest in property.
Market Monitor – 25 August 2023
Global stock markets made cautious progress this week following recent heavy losses.
Market Monitor – 18 August 2023
Global stock markets sustained heavy losses this week with fears of slowing growth and rising interest rates weighing on sentiment.
Europe’s recession was ultra-mild, in the US worse is still to come
Interest rate rises have driven inflation down. We all hope we are close to the pivot point when
banks call a halt to hiking and begin to cut rates.
Asset allocation: why we still like Japanese equities
The country has taken the latest step on its long-term path to improved corporate capital efficiency, and in a region we have long favoured we continue to see a constructive medium-term backdrop
Market Monitor – 28 July 2023
Global stock markets have had a positive week despite further rises in interest rates within Europe and the United States.
Market Monitor – 21 July 2023
Global stock markets have made solid gains this week following recent signs that inflation is starting to slow.
Equity outlook: Macro remains top of mind
Global Head of Equities, Melda Mergen, on concentrated equity markets, Europe and talk of recession.
