Quarterly investment report
CT Sustainable Universal MAP Range – Q1 2026
Market Perspectives: Where next for commodity prices?
Today we look at the potential upside – and even downside – risks to the oil price and other commodities from the Iran war and where they might go from here.
Market Perspectives: What will central banks do about $100 oil?
Events in the Middle East mean uncertainty for financial markets. That said, moves remain relatively modest. The S&P 500 stands around 5% lower.
Multi-asset update: navigating uncertainty
The Middle East supply shock pushes oil above $100. Could it rise further and what do we need to see before the situation eases?
Market Perspectives: $100 oil. How much pain will it cause and what can be done about it?
The Middle East supply shock pushes oil above $100. Could it rise further and what do we need to see before the situation eases?
Market Perspectives: Middle East conflict – market impacts and implications
This week we focus on the weekend’s events after the US and Israel began major combat operations against Iran.
Market Perspectives: Tariffs 2.0? The options for President Trump
This week we focus on tariffs following last Friday’s US Supreme Court ruling that the current tariff regime under the International Emergency Economic Powers Act (IEEPA) is unlawful.
Asset Allocation update – February 2026
2026 has thus far seen geopolitical events, from Venezuela and Iran to Greenland, attracting attention. Headlines about tariffs and questions over the independence of the US Federal Reserve have continued. Still, financial markets remain resilient.
Market Perspectives: The Great Rotation… What’s going on with US equities?
This week we focus on US equities and a rotation in the market.
Market Perspectives: Takaichi’s gamble pays off
This week we focus on the weekend’s Japanese elections.
