Is US inflation under control?
As we commence on this huge week for markets when the big three central banks meet, our Chief Economist, Steven Bell, considers the essential question, Is US inflation under control?
Relative stability to close out the year
Robert Plant, Multi-Asset Solutions, examines 5 charts of key indicators, to see what they can tell us about the future path of interest rates and the likely length and severity of impending recession.
Are we heading for a Santa Claus rally?
Our Chief Economist, Steven Bell, explains why consumers are raiding their covid piggy banks but warns of a January ‘spending’ hangover.
Is the bear market in European equities over?
Is US inflation set to tumble and will this allow the Federal Reserve to stop hiking interest rates? And what’s in store in the UK Autumn statement on Thursday?
Recession Watch: Europe and USA
We’ve been talking about recession for most of this year. So what’s going on?
Celebrating five years of the truly active, low-cost, CT Universal MAP range
From concept to reality, is it possible to offer investors access to a truly active strategy at a fee on par with passive multi-asset strategies? Five years of experience provides some interesting insights.
Will the Fed pivot?
Is US inflation set to tumble and will this allow the Federal Reserve to stop hiking interest rates? And what’s in store in the UK Autumn statement on Thursday?
Sustainable investment – perspectives on performance
We explore the challenges facing sustainability-orientated portfolios in 2022 and highlight investment themes with real long-term potential.
How far will UK house prices fall?
Our Chief Economist, Steven Bell discusses difficulties that lie ahead but suggests markets may become more positive as 2023 progresses.
Where to next for global financial markets?
We face a painful economic crunch this winter before we can look to recovery in 2023.
