Will the bond market vigilantes hit Equities?
Many analysts of my age are thinking back to the 1970s and 1980s when the US authorities lost control of both inflation and the budget deficit.
Stagflation (UK), Stagnation (Europe) and Goldilocks (US) – What could possibly go wrong?
Stagflation in the UK, stagnation in Europe and goldilocks in the US. This week, we’ll look at what this means and ask where consensus might be wrong.
Tactical asset allocation
CT Universal MAP Funds – Q4 2024
CT Universal MAP range – Q3 update and outlook
Universal Portfolio Managers Robert Plant and Keith Balmer will review where the Universal MAP range has made money this year, detail the recent changes to positioning and discuss their expectations for the economic outlook.
Is the UK heading for recession?
There has been a major decline in optimism about UK economic prospects in recent months.
The US under the new President: four good years or four bad?
It is no exaggeration to say that financial markets and governments across the world have greeted the clean sweep by Republicans in the US elections with some nervousness.
Three – it’s the magic number
With assets under managing exceeding £3bn we look closer at the CT Universal MAP range to see if good things do come in threes.
Is the UK heading into recession?
In the run up to July’s general election, the UK economy looked in good shape.
But now things look different.
Britain’s big Budget – will it work?
The sheer scale of the fiscal changes in the recent budget were surprising, and confirmed growing fears around tax rises. But might UK businesses respond by boosting productivity?
Will trade wars end the Equity Bull market?
Assessing the impact of Trump-era trade tariffs.
