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The Bank of England (BoE) is in a challenging position as the UK economy battles with still-sticky inflation and questions around the growth outlook. Last week’s data showed headline inflation acce...
Germany’s shift from stagnation towards renewal is gaining traction, supported by fiscal expansion and an opening reform window.
A fragile easing in geopolitical tensions has sparked a broad-based rebound across global markets, with risk assets rallying in line with strong seasonal tailwinds. However, rising inflation pressu...
Our CT UK Social Bond Fund 2025 Annual Social Performance Report, independently produced by The Big Issue Group, shows how UK social bonds can support affordable housing, clean energy, vital infras...
Michael Bell of Meketa Capital joins the Alternative Allocations podcast to explore why infrastructure investing is shifting from an institutional-only play to a foundational piece of the modern po...
The Iran war has lifted geopolitical risk, raising energy prices and inflation risks via potential Hormuz disruptions, with Europe most exposed due to energy dependence and weaker equity prospects.
Market volatility has compressed valuations, yet earnings expectations continue to rise, supported by resilient US technology.
Inflation pressures are resurfacing as energy shocks lift headline prices, confidence weakens, and global data send mixed signals across major economies.
Key Takeaways Headline risks are overstated: recent bankruptcies were driven by non-core lending and fraud—not systemic weakness in private credit The real risk is manager-specific: concentration...
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