Weekly Perspectives: Navigating the US government shutdown
This week I will be talking about the US government shutdown and whether it is truly a problem for financial markets.
Weekly Perspectives: Japan at a crossroads?
This week we are looking at Japan – a country that’s going to be in focus at the end of the week thanks to upcoming elections.
Weekly Perspectives: The Fed has stated cutting rates, but how far can they really go?
This week we are focusing on US interest rates – what changed last week and what we think is going to happen from here.
Weekly Perspectives: What’s going on with the US labour market?
The past couple of weeks have seen a marked change in narrative around the US labour market.
Weekly Perspectives: Tariffs are illegal….so what’s next?
This week’s market update comes from Switzerland another country hit hard by US tariffs.
Weekly Perspectives: Postcard from Brasil
Beef, coffee, orange juice and footballers. What will be the impact of tariffs on Brazil’s big exports?
Active matters
Exploring the potential benefits of active management and how we have adjusted our CT Universal MAP portfolios in a fast-moving world.
Market Perspectives: Making sense of US inflation data
While the tariff theme continues to rumble away, this week has been all about the economic data and trying to decipher whether the tariffs are showing up in US inflation.
Market Perspectives: The tariffs Wheel of Fortune continues to spin
Tariffs are once again dominating headlines, with plenty of new rates being announced by the White House.
Market Perspectives: 2025 half time report – where to next?
H1 2025 was marked by significant market volatility thanks to economic and geopolitical uncertainties, particularly around US tariff policies.
