Portfolio insights

Harness the thinking of our investment experts

Macro thinking

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October 14, 2026

In the mix: why blending can help advisers build better multi-asset outcomes

Can advisers improve client outcomes by blending investment approaches rather than relying on a single multi-asset solution?
Anthony Willis
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October 12, 2026

Market Perspectives: Why is oil stuck at $100/barrel?

Oil markets have received some comparatively encouraging signals from the Middle East, but the improvement in physical supply has yet to translate into a decisive fall in prices.
Panoramic view of a large industrial refinery with storage tanks, processing equipment, tall chimneys, and steam emissions, set against a blue sky and waterfront.
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October 14, 2026

In the mix: why blending can help advisers build better multi-asset outcomes

Can advisers improve client outcomes by blending investment approaches rather than relying on a single multi-asset solution?
Panoramic view of a large industrial refinery with storage tanks, processing equipment, tall chimneys, and steam emissions, set against a blue sky and waterfront.
Anthony Willis
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October 12, 2026

Market Perspectives: Why is oil stuck at $100/barrel?

Oil markets have received some comparatively encouraging signals from the Middle East, but the improvement in physical supply has yet to translate into a decisive fall in prices.
Big Ben and the Houses of Parliament at sunset in London
Anthony Willis
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October 5, 2026

Market Perspectives: Déjà vu – another bond sequel

Government bond yields are rising again – but this is not simply a repeat of 2022. We consider what fiscal pressures, inflation uncertainty and higher borrowing costs could mean for bonds, equities and portfolio positioning.
3783698 AW Weekly Video 28 Sept 1920x500
Anthony Willis
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September 28, 2026

Market Perspectives: What’s in store for Q4?

Four factors are likely to have an important bearing on financial markets in the fourth quarter of 2026: US politics, fiscal policy in the UK and France, developments involving Iran, and the corporate earnings outlook.
Aerial view of a brightly lit urban highway interchange at night, with multiple elevated roads weaving through a cityscape and vehicle light trails illuminating the scene.
Anthony Willis
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September 21, 2026

Market Perspectives: The roadmap for central banks

After a series of policy meetings across the major central banks, the direction of travel for interest rates remains finely balanced.
Historic and modern city buildings at night with colorful traffic light trails and illuminated streets.
Anthony Willis
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September 7, 2026

Market Perspectives: Second guessing the central banks

Central banks are back in focus as investors enter a busy run of September policy meetings. The European Central Bank meets this week, followed by the Bank of England, the US Federal Reserve and the Bank of Japan next week.
Anthony Willis
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September 7, 2026

Market Perspectives: Why does the Fed have to hike rates?

Central bank policy is back at the forefront of investor attention as inflation data challenges expectations of an imminent easing cycle.
Aerial nighttime view of a modern city intersection surrounded by tall office and residential buildings.
Anthony Willis
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July 27, 2026

Market Perspectives: Tipping point?

The coming week may turn out to be a tipping point for markets over the summer, as investors assess key developments in monetary policy, corporate earnings and geopolitics.

Portfolio resources & insights

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October 15, 2026

Quarterly Multi-Asset Market Wrap – Q3 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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July 27, 2026

Quarterly investment report

CT Sustainable Universal MAP Range – Q2 2026
Person looking at rock formation and northern lights
Multi-Asset Market Wrap Q2 2026 - Bronwyn Curran
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October 15, 2026

Quarterly Multi-Asset Market Wrap – Q3 2026

A concise market update that helps make sense of recent developments and what they mean for investors.
Person looking at rock formation and northern lights
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July 27, 2026

Quarterly investment report

CT Sustainable Universal MAP Range – Q2 2026
Man under rock arch looking at starry night sky
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July 27, 2026

Quarterly investment report

CT Universal MAP Range – Q2 2026
Man under rock arch looking at starry night sky
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July 21, 2026

Tactical asset allocation

CT Universal MAP Funds – Q2 2026

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