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
UK inflation to fall and labour market to weaken: good news for interest rates
Steven Bell, Chief Economist EMEA, shares his reading of the numbers that give him confidence rates have peaked or are within 25 bps of the peak.
Global Market Outlook: Are interest rates set to fall?
Inflation is moving in the right direction and the US is seemingly at or near peak interest rates. What about the UK and Europe? Steven Bell, chief economist EMEA, explains what a more constructive outlook may mean for markets.
Has the Bank of England got it all wrong?
Last week the Bank of England raised base rates to 5.25%, the 14th increase since tightening started in late 2021.
Soft landing in the US: can the UK and Europe match it?
The US looks set to avoid recession – can the UK and Europe repeat the trick? Steven Bell, Chief Economist EMEA explains why he thinks they can and what it means for markets.
Multi-Manager People’s Perspectives
We have seen a very busy week of news with policy change announced at all three major central banks meeting this week, even the Bank of Japan(!).
Multi-Manager People’s Perspectives
It has been a week where the economic data has dominated headlines and led to a positive market mood.
FundWatch Q2 2023
We analyse thousands of funds each quarter – in FundWatch we highlight the elusive few that manage to outperform on a consistent basis.
Manager selection drives a return to form – CT MM Lifestyle Range
Understanding the ABCs of manager selection and why we believe now’s a good time for the best active stock pickers.
Manager selection drives a return to form – CT MM Navigator Range
The ABCs of manager selection and why we believe now’s a good time for the best active stock pickers.
