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CT (Lux) Global Focus Fund

A worldwide best ideas portfolio of quality companies offering sustainable growth.

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World in Motion

Our global equities blog lifts the lid on what we do and shows you how our investment engine works.

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8 December 2023
Fixed income
Fixed Income

Guillaume Langellier

Credit Research Analyst

The right locations

Looking for pockets of value in European real estate credits. We explain why select BBB- rated bonds look attractive and highlight datacentres and German residential as favoured subsectors.
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Read time - 5 min
4 December 2023
Multi-Asset - Multi-Manager
Multi-Asset

Steven Bell

Chief Economist, EMEA

Unemployment is now the key to US rate cuts

Will rising unemployment mean the Federal Reserve cuts rates sooner rather than later? Steven Bell explains why we’re watching upcoming US data closely.
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Watch time - 5 min
1 December 2023
Responsible investment
Responsible Investment

Claudia Wearmouth

Managing Director, Co-Head, Responsible Investment

Greater clarity and a focus on financial outcomes

There are plenty of macro drivers that will create equity volatility in 2024. To succeed, investors will need to maintain a resilient portfolio.
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Read time - 4 min
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