Multi-Manager Perspectives: Merry Christmas… but the Fed points to a slightly less Happy New Year…
It might be the week before Christmas, but 2024 is not done with us quite yet.
Closing Bell 2024 : ‘Immaculate disinflation’ and the ‘Magnificent Seven’
US mega-cap tech stocks drove strong equity returns whereas bonds had a largely dull year. Is the stage set for continued US outperformance in 2025?
Multi-Manager Perspectives: Another seismic week in Middle Eastern politics
It has been another week where we have witnessed significant geopolitical shifts, with the surprising and rapid demise of the Assad regime in Syria.
Is the UK heading for recession?
There has been a major decline in optimism about UK economic prospects in recent months.
Consolidate with caution – Too much focus on scale could come at the expense of innovation
Chancellor Rachel Reeves is right to identify excessive risk aversion as a critical issue in UK pensions. Her solution is consolidation, but while boosting scale this way is helpful, it is no magic wand.
Multi-Manager Perspectives: There goes another French government!
A slightly strange week in financial markets given the focus has been firmly on France and South Korea.
The US under the new President: four good years or four bad?
It is no exaggeration to say that financial markets and governments across the world have greeted the clean sweep by Republicans in the US elections with some nervousness.
Multi-Manager Perspectives: Trump delivers a rollercoaster of emotions for financial markets
This week has been a reminder of the rollercoaster in news flow that financial markets are set to experience under four more years of Donald Trump.
Three – it’s the magic number
With assets under managing exceeding £3bn we look closer at the CT Universal MAP range to see if good things do come in threes.
Multi-Manager Perspectives: Markets bracing for escalation in Ukraine
Financial markets continue to digest the consequences of the election of Donald Trump, while in in the world of geopolitics, expectations of a changing world order under Trump 2.0 are having immediate consequences in Ukraine.
