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Market Monitor – 19 April 2024
Market Monitor – 19 April 2024
19 April 2024
A miserable month for global stock markets continued this week, with geopolitical concerns and further indications that central banks will be slow to cut interest rates adding to negative sentiment.
In search of sustainability – following Highway 101
In search of sustainability – following Highway 101
17 April 2024
Travelling down the US west coast we met 25 companies in five days. Learn more about the tech and healthcare businesses shaping our future.
In Credit Weekly Snapshot – April 2024
In Credit Weekly Snapshot – April 2024
16 April 2024
Our fixed income team provide their weekly snapshot of market events.
In Credit Weekly Snapshot – 15 April 2024
In Credit Weekly Snapshot – 15 April 2024
16 April 2024
Is interest rate pessimism overdone?
Is interest rate pessimism overdone?
15 April 2024
The European Central Bank looks set to cut in June and there are reasons to believe the US and UK won’t be too far behind.
Thomas Mulhall
Thomas Mulhall
12 April 2024
John Batten
John Batten
12 April 2024
Market Monitor – 12 April 2024
Market Monitor – 12 April 2024
12 April 2024
Global stock markets have endured another challenging week as a result of signs that policymakers are struggling to keep inflation in check in the United States.
Stewardship quarterly - Q4 2023
Stewardship quarterly - Q4 2023
11 April 2024
Our report outlines our global active
ownership, including a selection of engagement case studies.
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Market Monitor – 19 April 2024
Market Monitor – 19 April 2024
19 April 2024
A miserable month for global stock markets continued this week, with geopolitical concerns and further indications that central banks will be slow to cut interest rates adding to negative sentiment.
In search of sustainability – following Highway 101
In search of sustainability – following Highway 101
17 April 2024
Travelling down the US west coast we met 25 companies in five days. Learn more about the tech and healthcare businesses shaping our future.
In Credit Weekly Snapshot – April 2024
In Credit Weekly Snapshot – April 2024
16 April 2024
Our fixed income team provide their weekly snapshot of market events.
Is interest rate pessimism overdone?
Is interest rate pessimism overdone?
15 April 2024
The European Central Bank looks set to cut in June and there are reasons to believe the US and UK won’t be too far behind.
Market Monitor – 12 April 2024
Market Monitor – 12 April 2024
12 April 2024
Global stock markets have endured another challenging week as a result of signs that policymakers are struggling to keep inflation in check in the United States.
Stewardship quarterly - Q4 2023
Stewardship quarterly - Q4 2023
11 April 2024
Our report outlines our global active
ownership, including a selection of engagement case studies.
Q1 2024 repo update
Q1 2024 repo update
11 April 2024
All eyes remained focused on the commencement of the global monetary easing cycle; however, as the quarter progressed it became clear that the market had been overly aggressive in its expectations, both in terms of the speed and size of potential cuts for 2024.
High yield bonds: focus on maturity over duration
High yield bonds: focus on maturity over duration
10 April 2024
The CT (Lux) European Short-term High Yield Bond strategy focuses on maturity over duration to manage risk. This means lower interest rate sensitivity and less volatility growth.
Sector spotlight: Dialling up the positivity on telecoms
Sector spotlight: Dialling up the positivity on telecoms
8 April 2024
European telecoms have turned a corner operationally and are in the best financial health for many years, which has led us to upgrade the sector.
Interest rates, inflation and immigration
Interest rates, inflation and immigration
8 April 2024
Do rising US rents, fuelled in part by higher immigration, call for a reappraisal of the likely scale and pace of US interest rate cuts?
