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.
Where to next for interest rates?
What’s the possibility of US rate cuts next year being much bigger than the market has priced in and much bigger than the Federal Reserve has been guiding? Steven Bell, Chief Economist EMEA, examines what the data is suggesting.
Being long duration can be a short-term pain
Central bankers in the US, eurozone and UK are pointing to peak interest rates staying on hold for an extended time. Is this realistic and what does it mean for asset allocation?
Recognising the value in government bonds
Explaining why and how our CT Universal MAP portfolios are positioned to take advantage of an anticipated shift in inflation and interest rate expectations.
When will the bond Bear Market end?
Central banks are maintaining the ‘higher for longer’ narrative. Steven Bell, Chief Economist EMEA, explains why he thinks cuts are likely early in 2024
Multi-Manager People’s Perspectives
It has been another week of volatile markets, more so in bonds than equities however, with government bond yields shifting higher once again as investors anticipate a “soft landing”.
Interest rates: higher for longer or big cuts in 2024?
Central banks are maintaining the ‘higher for longer’ narrative. Steven Bell, Chief Economist EMEA, explains why he thinks cuts are likely early in 2024
Will recession be the price of defeating inflation?
Any recession in the US looks set to be mild. But what about the prospects for Europe, the UK and beyond?
Multi-Manager People’s Perspectives
As September draws to a close, we have the opportunity to look forward to the final quarter of the year.
New challenges for financial advisers
Why new factors need to be considered when assessing the appropriateness of multi asset solutions.
