Is the Bear market over?
July was a good month for equities and bonds so are we at a turning point? Chief Economist, Steven Bell, thinks the recovery could be a short lived one and explains why.
Multi-Manager Fundwatch Q2 2022
We analyse thousands of funds each quarter – in FundWatch
we highlight the elusive few that manage to outperform on a
consistent basis.
Recession Worries Dominate
Interest rates are headed higher and we’re on a clear course to recession in the US and Europe. Chief Economist, Steven Bell, paints a tough picture for the months ahead but outlines causes for optimism further out.
Recognising the real opportunities in the current market turmoil
We take stock of recent market moves and ask whether selloffs in areas like technology provide opportunities for active investors seeking to invest in quality businesses at attractive valuations.
CT Multi-Manager Fundwatch Q1 2022
Fund Watch uses our team’s process to highlight the past quarter’s developments in the fund world. It is fact-based and uses performance analysis techniques which form part of our investment process. All data is from Lipper for Investment Association (IA) sectors and is calculated in total return terms in sterling for periods ending 31 March […]
Investment team updates – Market updates 1 April 2022
Latest news from around the investment desks.
Back across The Atlantic
Never has a research trip had so much discussion
CT Multi-Manager PassiveWatch 2022
PassiveWatch is an independent piece, an annual review and analysis of the passive fund industry
CIO outlook: market volatility, oil and interest rates
Russia’s invasion of Ukraine has put markets on edge. With a high level of uncertainty and rising commodity prices, will central banks change their plans on rate increases?
Solutions Enhanced: Capital Market Assumptions 2022 Making a transition
The end of 2021 saw a continuing reminder of the impact of coronavirus, inflation occurring in major economies, and the world waking up to the stark choices presented by the climate emergency. We set out the expectations for what all this could mean for investors over the next five years and in the longer run. These capital market assumptions form the base case we use when constructing strategic asset allocations for clients.
