Has the bond rally gone too far?
Despite warnings from central banks not to expect rate cuts anytime soon, Steven Bell explains why he expects the downward trend in bond yields to continue.
Inflation has fallen – what next?
The tide has turned against inflation. Steven Bell, explains why he believes leading central banks will make significant cuts to interest rates in 2024.
Bank of England ‘flying blind’ as it faces Bank Rate dilemma
While rates in the US and Europe look to be on hold, a lack of data is making things difficult for the Bank of England, says Steven Bell, Chief Economist. Will it deliver an unnecessarily bumpy landing?
Interest rates: peaking or heading for a high plateau?
As the services boom decelerates but manufacturing picks up, what does this mean for unemployment and interest rates?
Are we heading for a bear market in equities?
The S&P 500 index is officially in correction territory, but Steven Bell, Chief Economist EMEA, outlines the reasons why he remains confident that equities are not heading into bear market territory.
Will wage inflation prevent UK interest rate cuts?
Are wages still rising too fast in the UK? Steven Bell, Chief Economist EMEA, explains why data should improve over the next six months and what this could mean for interest rates.
Plugging the metals gap – seeking sustainable leaders for the energy transition
We explain why select miners are critical as we transition to a low carbon economy.
Unlocking value in Japanese equities
Japan’s companies are adopting more shareholder friendly policies. We explore the opportunities for investors and explain why we’re currently overweight Japanese equities across the CT Universal MAP portfolios.
Where to next for interest rates?
What’s the possibility of US rate cuts next year being much bigger than the market has priced in and much bigger than the Federal Reserve has been guiding? Steven Bell, Chief Economist EMEA, examines what the data is suggesting.
Recognising the value in government bonds
Explaining why and how our CT Universal MAP portfolios are positioned to take advantage of an anticipated shift in inflation and interest rate expectations.
