Investment team updates – Market updates 4 March 2022

MarketUpdates

Latest news from around the investment desks.

Investors confront volatility as Russia invades Ukraine

The colors of the Ukrainian and Russian flags on a wall divided by a black crack

Markets reacted strongly this week to news that Russia invaded neighbouring Ukraine. The world has been watching tensions in the region escalate since the beginning of year.

Reaction to the latest development in Ukraine

Global map

As the situation in Ukraine unfolds, we remain focused on our investment process: being active, long-term investors in companies with strong balance sheets and solid fundamentals, employing our research intensity capabilities.

The Year of the Tiger – will China’s markets roar or whimper?

White lucky waving cat figurine

After the setbacks of 2021 the risks of investing in China are clear; but so is the opportunity for active managers in this Year of the Tiger.

Investment team updates – Bullet points 4 February 2022

MarketUpdates

Latest news from around the investment desks.

Investment team updates – Bullet points 21 January 2022

MarketUpdates

Latest news from around the investment desks.

Opening Bell: What will 2022 bring for global markets?

Cityscape

Chief Economist Steven Bell takes a look at the factors shaping 2022, and what they mean for corporate earnings and financial markets.

CT Multi-Manager Fundwatch Q4 2021

The Gherkin skyscraper in London

We analyse thousands of funds each quarter – in FundWatch
we highlight the elusive few that manage to outperform on a
consistent basis.

Investment team updates – Bullet points 7 January 2022

MarketUpdates

Latest news from around the investment desks.

A few thoughts on 2022

Man looking at a computer monitor

Anthony Willis looks ahead to 2022 and the on-going impact of Covid-19.