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.
When will central banks stop hiking rates?
Our Chief Economist, Steven Bell considers the issues facing central banks and suggests that 2023 could be a time to add risk to portfolios.
Keep Calm and Carry On
Liz Truss’s short Prime Ministerial term was accompanied by the greatest volatility in the long history of the UK government bond market.
Is the turmoil in the UK over?
With a new Prime Minister set to be announced, Steven Bell considers whether the turmoil in the UK is over and suggests further sterling weakness could be on the cards.
Where to next for the UK?
The UK’s reputation as a well-managed economy has suffered badly while at the same time expectations for interest rate hikes in the US and Europe have shifted upwards. All this puts pressure on the UK. Chief Economist, Steven Bell, assess the implications for the economy and sterling.
