Weekly Perspectives: What’s going on with the US labour market?
The past couple of weeks have seen a marked change in narrative around the US labour market.
Weekly Bulletin: Rewriting history
It’s been a busy week as we embrace the return of increased newsflow after the summer break and contend with the joys of ‘back to school’, London tube strikes and a return to darker mornings.
Weekly Perspectives: Tariffs are illegal….so what’s next?
This week’s market update comes from Switzerland another country hit hard by US tariffs.
Weekly Perspectives: Postcard from Brasil
Beef, coffee, orange juice and footballers. What will be the impact of tariffs on Brazil’s big exports?
Multi-Asset Investment Outlook 2026: Balancing at great heights
Our perspective on the global economy and financial markets, and our views on the investment themes likely to prove consequential in the months – and years – ahead.
Active matters
Exploring the potential benefits of active management and how we have adjusted our CT Universal MAP portfolios in a fast-moving world.
Market Perspectives: Making sense of US inflation data
While the tariff theme continues to rumble away, this week has been all about the economic data and trying to decipher whether the tariffs are showing up in US inflation.
Weekly Bulletin: Inflation… what lies beneath?
While the tariffs theme continues to rumble away in the background, this week has been all about the economic data and trying to decipher whether the tariffs are showing up in the US inflation data, and the consequences for US interest rates as a result.
Asset Allocation update – July 2025
The consensus view in financial markets is that tariffs are on a deescalating path, but uncertainty remains high and there is a risk of
complacency.
Market Perspectives: The tariffs Wheel of Fortune continues to spin
Tariffs are once again dominating headlines, with plenty of new rates being announced by the White House.
