Portfolio insights

Harness the thinking of our investment experts

Macro thinking

Anthony Willis
|
May 18, 2026

Market Perspectives: Higher for longer

Inflation is on the up but when will central banks begin to raise interest rates?
US Capitol building with investment chart imagery overlaid on top
Anthony Willis
|
May 11, 2026

Market Perspectives: Taking stock

A solid earnings season has helped equities gain ground. Are markets being too complacent?
View from inside a ship’s bridge looking out over the deck and open sea, with a worker in a high-visibility orange vest and white hard hat standing in the foreground, holding binoculars. The ship’s deck is lined with pipes leading toward a large vessel structure at the front, while control panels, communication equipment, and windows frame the interior. The ocean stretches to both sides under soft, warm light.
US Capitol building with investment chart imagery overlaid on top
Anthony Willis
|
May 18, 2026

Market Perspectives: Higher for longer

Inflation is on the up but when will central banks begin to raise interest rates?
View from inside a ship’s bridge looking out over the deck and open sea, with a worker in a high-visibility orange vest and white hard hat standing in the foreground, holding binoculars. The ship’s deck is lined with pipes leading toward a large vessel structure at the front, while control panels, communication equipment, and windows frame the interior. The ocean stretches to both sides under soft, warm light.
Anthony Willis
|
May 11, 2026

Market Perspectives: Taking stock

A solid earnings season has helped equities gain ground. Are markets being too complacent?
An open bank vault overlaid with blue digital light streams and circular data graphics, illustrating cybersecurity, secure data exchange, and advanced financial technology.
Anthony Willis
|
April 27, 2026

Central banks take centre stage

A big week for central banks. Will patience prevail?
Traffic lights
Anthony Willis
|
April 20, 2026

Market Perspectives: Dire Straits

Oil prices have fluctuated around news flow and the ability of shipping to navigate the Strait of Hormuz.
tanker
Anthony Willis
|
April 13, 2026

Market Perspectives: From optimism to uncertainty

No deal was reached over the weekend but the response in markets has been relatively benign.
ship
Anthony Willis
|
March 30, 2026

Market Perspectives: Where next for commodity prices?

Today we look at the potential upside – and even downside – risks to the oil price and other commodities from the Iran war and where they might go from here.
petrol pumps
Anthony Willis
|
March 17, 2026

Market Perspectives: What will central banks do about $100 oil?

Events in the Middle East mean uncertainty for financial markets. That said, moves remain relatively modest. The S&P 500 stands around 5% lower.
Keith Balmer
|
March 11, 2026

Multi-asset update: navigating uncertainty

The Middle East supply shock pushes oil above $100. Could it rise further and what do we need to see before the situation eases?
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Portfolio resources & insights

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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
|
April 3, 2026

Quarterly investment report

CT Universal MAP Range – Q1 2026
Man under rock arch looking at starry night sky
Multi-Asset Market Wrap Q1 2026 - Bronwyn Curran
|
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
|
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
Man under rock arch looking at starry night sky
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April 3, 2026

Tactical asset allocation

CT Universal MAP Funds – Q1 2026
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