Soft landings or speedbumps?
Our central view remains constructive. We explain why we are positive and how our portfolios are positioned.
Weekly Perspectives: Déjà vu in France…How long will this government last?
France’s political backdrop remains uncertain but what are the implications for its equity and bond markets?
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?
Multi-Asset Investment Outlook 2026: Balancing at great heights
Our perspective on the global economy and financial markets, and our views on the investment themes likely to prove consequential in the months – and years – ahead.
Active matters
Exploring the potential benefits of active management and how we have adjusted our CT Universal MAP portfolios in a fast-moving world.
