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Macro thinking

Anthony Willis
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July 20, 2026

Market Perspectives: A(nother) new dawn for the UK

The UK has a new prime minister – its seventh in just over a decade – and another opportunity to reset the country’s economic narrative.
unlight streams through a large tree on a misty hillside at sunrise, casting long shadows across the landscape and illuminating the golden morning haze.
Anthony Willis
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July 6, 2026

Market Perspectives: Playing for time

After an intense first half, financial markets appear to be entering a more measured phase.
Close-up of a goalkeeper wearing gloves and holding a football
unlight streams through a large tree on a misty hillside at sunrise, casting long shadows across the landscape and illuminating the golden morning haze.
Anthony Willis
|
July 20, 2026

Market Perspectives: A(nother) new dawn for the UK

The UK has a new prime minister – its seventh in just over a decade – and another opportunity to reset the country’s economic narrative.
Close-up of a goalkeeper wearing gloves and holding a football
Anthony Willis
|
July 6, 2026

Market Perspectives: Playing for time

After an intense first half, financial markets appear to be entering a more measured phase.
Person speaking on a telephone inside a ship or harbor control room
Anthony Willis
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July 6, 2026

Market Perspectives: High stakes in Hormuz

Today, as we have been for many months now, we'll be asking is the Strait of Hormuz open or closed, and what does it mean?
Modern skyline of Milan, Italy, with skyscrapers against mountain backdrop
Anthony Willis
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June 29, 2026

Market Perspectives: Postcard from Milan: What’s in store for H2?

As investors look ahead to the second half of 2026, the market backdrop appears somewhat less fraught than it did during the first six months of the year.
View over the Matterhorn mountain in Switzerland, against a red sky backdrop
Anthony Willis
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June 23, 2026

Market Perspectives: Postcard from Switzerland: Should markets be moving more?

Despite a fluctuating geopolitical and policy backdrop, financial markets have remained relatively contained.
Bright orange sunrise/sunset over military industrial site
Anthony Willis
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June 15, 2026

Market Perspectives: The ceasefire and its consequences

Reports of a potential US-Iran agreement mark a material shift in the Middle East risk backdrop.
Two empty bowls of porridge oats on a wooden table
Anthony Willis
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June 8, 2026

Market Perspectives: Goldilocks no more?

After a long run higher, US equities have been reminded that strong fundamentals do not eliminate volatility.
Oil tanker in the ocean against a yellow sunset background
Anthony Willis
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June 1, 2026

Market Perspectives: Falling oil, rising optimism

Investor sentiment has improved as markets assess the possibility of further de-escalation between the US and Iran – whether through a broader agreement or an extension of the ceasefire.
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Portfolio resources & insights

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July 16, 2026

Quarterly Multi-Asset Market Wrap – Q2 2026

A concise market update that helps make sense of recent developments and what they mean for investors.
Multi-Asset Market Wrap Q2 2026 - Bronwyn Curran
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April 16, 2026

Quarterly Multi-Asset Market Wrap – Q1 2026

A concise market update that helps make sense of recent developments and what they mean for investors.
Multi-Asset Market Wrap Q1 2026 - Bronwyn Curran
Multi-Asset Market Wrap Q2 2026 - Bronwyn Curran
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July 16, 2026

Quarterly Multi-Asset Market Wrap – Q2 2026

A concise market update that helps make sense of recent developments and what they mean for investors.
Multi-Asset Market Wrap Q1 2026 - Bronwyn Curran
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April 16, 2026

Quarterly Multi-Asset Market Wrap – Q1 2026

A concise market update that helps make sense of recent developments and what they mean for investors.
Man under rock arch looking at starry night sky
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April 3, 2026

Quarterly investment report

CT Universal MAP Range – Q1 2026
Person looking at rock formation and northern lights
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April 3, 2026

Tactical asset allocation

CT Sustainable Universal MAP Funds – Q1 2026
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