Portfolio insights

Harness the thinking of our investment experts

Macro thinking

Anthony Willis
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April 27, 2026

Central banks take centre stage

A big week for central banks. Will patience prevail?
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 20, 2026

Market Perspectives: Dire Straits

Oil prices have fluctuated around news flow and the ability of shipping to navigate the Strait of Hormuz.
Traffic lights
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?
A tall industrial flare stack burning a large, bright orange flame against a cloudy sky, with dark smoke partially visible in the background.
Anthony Willis
|
March 9, 2026

Market Perspectives: $100 oil. How much pain will it cause and what can be done about it?

The Middle East supply shock pushes oil above $100. Could it rise further and what do we need to see before the situation eases?
Buildings 1920x500
Anthony Willis
|
March 2, 2026

Market Perspectives: Middle East conflict – market impacts and implications

This week we focus on the weekend’s events after the US and Israel began major combat operations against Iran.
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Portfolio resources & insights

|
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
|
February 24, 2026

Tactical asset allocation

CT Sustainable Universal MAP Funds – Q4 2025
Person looking at rock formation and northern lights
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.
Person looking at rock formation and northern lights
|
February 24, 2026

Tactical asset allocation

CT Sustainable Universal MAP Funds – Q4 2025
Man under rock arch looking at starry night sky
|
February 24, 2026

Tactical asset allocation

CT Universal MAP Funds – Q4 2025
Person looking at rock formation and northern lights
|
February 24, 2026

Quarterly investment report

CT Sustainable Universal MAP Range – Q4 2025
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