View From the Markets: Tightening Again
The Iran conflict started in February, and markets have feared higher interest rates ever since....
Perspectives
Weekly House View | Tech Tumble
The CIO’s view of the week ahead. The week in review The S&P 5001 fell 1.9% last week, hit by a tumble in big tech stocks as investors grew worried...
Latest Articles
ETF Inflows Ease But Q3 Still Strongest on Record
ETFs gathered $42 billion in September as the pace of flows into core equity exposures moderated. Fixed income ETF flows ticked up slightly. Europe-domiciled ETFs...
The Housing Crisis is not Only About Rent
From Singapore to New York, the hidden affordability story lies in spending power, not housing costs. The conventional wisdom is simple: expensive cities have unaffordable...
Multi-Asset: September Monthly Commentary
September’s strong economic growth and persistent inflation pulled markets in different directions. Global equities held up for sterling investors, helped by a 2% fall in...
Most Viewed
Private Credit Beyond Direct Lending: The Role of Asset Based Finance for Insurers
Alok Bedekar, Senior ABS Fund Manager, explores the key features and dynamics of Asset Based...
U.S. Real Estate: Powering Through Uncertainty with Caution
Real estate fundamentals strengthened in the second quarter as resilient demand and lower levels of...
Unlocking Value in DC pensions – Why Active Fixed Income Matters
Lee Hollingworth, Retirement & DC Solutions Director, explores the future adequacy problem facing the UK...
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Berlin’s Undersold Big Reform Package
Berlin’s 34‑point reform program could be a major success because...
Beyond hype: AI Benefits Taking Shape
Our recent research-driven investment trip reinforced how AI is delivering...
Critical Metals: A.I., Defense, And The Grid Buildout
Key Takeaways: Rare earths and copper remain critical to AI,...
Focused on Fundamentals: Why Active Investing Matters in European Equities
Europe is a key part of equity allocations. We highlight...
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Oil, Iran and Global Supply Chains: Why Duration Matters for Markets
The recent Iran-related escalation in the Middle East has moved beyond a short-term oil shock. With strained...
The Roadmap for European Infrastructure Development: Tailwinds from Capital Shifts, Regulatory Reform and Scarce Assets
Marketing Communication. Capital at risk. For Professional Investors Only. Please read fund legal documentation before making any...
Weekly House View | No Deal, Hormuz Closed
The CIO’s view of the week ahead. The week in review President Donald Trump said the US...
CT UK Social Bond Fund Annual Social Performance Report 2025
Welcome to the 2025 CT UK Social Bond Fund Annual Social Performance Report. As at 30 June...