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.
Market perspectives: What a difference a week makes
It has been another extraordinary week of geopolitical developments with the backdrop considerably more benign than a week ago thanks to a tentative ceasefire between Israel and Iran.
Market perspectives: Will the resilience of financial markets be undone by escalating geopolitical risks?
Investors continue to closely follow events in the Middle East – most recently the US’s strikes on three Iranian nuclear sites.
Macro Perspectives: Can the UK find more fiscal headroom without upsetting bond markets?
The UK’s public finances are once again in focus with the departmental spending review taking place this week.
