In search of sustainability – following Highway 101
Travelling down the US west coast we met 25 companies in five days. Learn more about the tech and healthcare businesses shaping our future.
Japan: we’re more convinced than ever
Investors are increasingly turning their attention to Japan. We spent two weeks there and met dozens of companies. But which businesses look best placed?
Market Monitor – 8 December 2023
Global stock markets drifted lower this week as investors await signs from central banks of imminent changes to monetary policy.
Market Monitor – 1 December 2023
Global stock markets ended a strong month on a generally positive note as investors continue to hope that central banks will soon be able to start cutting interest rates.
Market Monitor – 24 November 2023
Global stock markets held on to their recent gains during what by recent standards has been a relatively uneventful week.
Market Monitor – 17 November 2023
Global stock markets have extended their November gains after latest data showed welcome falls in inflation on both sides of the Atlantic.
Market Monitor – 10 November 2023
Global stock markets enjoyed a largely positive week, although optimism was tempered on Thursday by concerns that continued strength in the American labour market could force the Federal Reserve to tighten monetary policy further.
Celebrating 5 years for the CT Global Focus Fund
What makes a good investment and is process a helpful anchor? David Dudding, Senior Portfolio Manager, looks back on 5-years that have included Covid-19 lockdowns, war in Ukraine and double-digit inflation.
Market Monitor – 3 November 2023
Signs that interest rates in the US and Europe have reached a definitive peak sent global stock markets surging this week following a grim October.
Market Monitor – 20 October 2023
Global stock markets endured another week of volatility and decline as fears about the potential impact of the intensifying conflict in the Middle East grew.
