CIO outlook: market conditions, fixed income and equities, commodities and real assets
Our Global CIO on market conditions, fixed income and equities, commodities and real assets
CIO outlook: net zero, asset allocation, corporate profits and the tech sector
Our Global CIO on Global CIO, on net zero, asset allocation, corporate profits and the tech sector
CIO outlook: global markets, Ukraine, recession fears and supply chains
Our Global CIO talks global markets, Ukraine, recession fears and supply chains
Emerging markets: volatility doesn’t disrupt the process
Following the recent challenging period we felt it prudent to communicate our views. Since the end of Q321 our Emerging Markets Opportunity strategy has experienced volatile performance, coinciding with considerable market volatility. We have made mistakes and we feel the market is making mistakes too.
CIO outlook: market volatility, oil and interest rates
Russia’s invasion of Ukraine has put markets on edge. With a high level of uncertainty and rising commodity prices, will central banks change their plans on rate increases?
Solutions Enhanced: Capital Market Assumptions 2022 Making a transition
The end of 2021 saw a continuing reminder of the impact of coronavirus, inflation occurring in major economies, and the world waking up to the stark choices presented by the climate emergency. We set out the expectations for what all this could mean for investors over the next five years and in the longer run. These capital market assumptions form the base case we use when constructing strategic asset allocations for clients.
CT Real Estate Partners – Applying ESG in Residential Strategies
Please read our most recent White Paper, written by our specialists
Solutions in 2022: a defining time for inflation and ESG
As inflation runs hot and interest in ESG impacts rises, there is a fundamental shift in our institutional and sub-advisory clients’ needs. We expect allocations to alternative risk assets, and to assets with positive environmental impacts, to increase.
UK Real Estate: how to follow a record 2021?
James Coke looks at how the UK market might follow a record 2021, and while we don’t expect next year to deliver comparable capital value growth, it is likely to witness similar positive supply and demand dynamics which should maintain market momentum
Green hydrogen is finally showing its true colours
We look at what is driving recent heightened interest in hydrogen as a clean alternative to fossil fuels, the catalysts required for it to become a viable solution, and the opportunities this might present from an infrastructure point of view.