Will wage inflation prevent UK interest rate cuts?
Are wages still rising too fast in the UK? Steven Bell, Chief Economist EMEA, explains why data should improve over the next six months and what this could mean for interest rates.
Plugging the metals gap – seeking sustainable leaders for the energy transition
We explain why select miners are critical as we transition to a low carbon economy.
Unlocking value in Japanese equities
Japan’s companies are adopting more shareholder friendly policies. We explore the opportunities for investors and explain why we’re currently overweight Japanese equities across the CT Universal MAP portfolios.
Where to next for interest rates?
What’s the possibility of US rate cuts next year being much bigger than the market has priced in and much bigger than the Federal Reserve has been guiding? Steven Bell, Chief Economist EMEA, examines what the data is suggesting.
Recognising the value in government bonds
Explaining why and how our CT Universal MAP portfolios are positioned to take advantage of an anticipated shift in inflation and interest rate expectations.
When will the bond Bear Market end?
Is a sustained fall in inflation underway? Steven Bell, Chief Economist EMEA, explains what this could mean for central bank policy and bond prices in 2024.
Interest rates: higher for longer or big cuts in 2024?
Central banks are maintaining the ‘higher for longer’ narrative. Steven Bell, Chief Economist EMEA, explains why he thinks cuts are likely early in 2024
Will recession be the price of defeating inflation?
Any recession in the US looks set to be mild. But what about the prospects for Europe, the UK and beyond?
New challenges for financial advisers
Why new factors need to be considered when assessing the appropriateness of multi asset solutions.
The resilience of earnings
As we head into the Q3 reporting season we explore what’s in store. Robert Plant of our Multi-Asset team explains why company earnings look set to broadly beat expectations.
