Markets take stock after recent gains

Platinum Jubilee flyover

Market Overview from Quilter Cheviot by Alan McIntosh, Chief Investment Strategist There were modest declines in global equities last week with stocks paring some of the prior week’s sizable gains. Truncated by a US bank holiday on Monday, for Memorial Day, and a double UK bank holiday, for the Queen’s Platinum Jubilee, the week’s trade … Read more

Interest rate increases on both sides of the Atlantic

Arrow pointing up to signify financial interest rate increases

Market Overview from Quilter Cheviot by Alan McIntosh, Chief Investment Strategist Monetary policy decisions from the Federal Reserve and Bank of England were the main events last week, with both central banks announcing further interest rate hikes. The Fed was comfortably the more hawkish of the two, delivering its first half-percentage point hike since 2000 … Read more

Central Bank expectations weigh on sentiment

gold scales balanced

Market Overview from Quilter Cheviot by Alan McIntosh, Chief Investment Strategist Growing concerns surrounding increasingly aggressive central bank tightening weighed on market sentiment last week, with global stock markets drifting lower and yields continuing to push higher. Comments from Fed Chair Jerome Powell extolling the virtues of “front-loading” rate rises have been attributed by some … Read more

Actions speak louder than words

Ticker graph on laptop representing stock market

Market Overview by Alan McIntosh, Chief Investment Strategist at Quilter Cheviot For investors, last week was a mix of fortunes depending on whether you own bonds or equities. Equity markets continued to recover, building on the strong gains seen in the previous week. Measures of volatility were also subdued, suggesting that there was a greater … Read more

Spring Budget Statement Summary 2022

Red briefcase sitting alone on a leaf-strewn pathway

Just before Christmas, the Chancellor asked the Office for Budget Responsibility (OBR) to produce an economic and fiscal forecast for 23 March. The timing and brief nature of the accompanying Treasury announcement reflected Mr Sunak’s wish to keep the Spring Statement a low-profile event. This was not meant to be a March mini-Budget, despite what … Read more

Escalated tensions

Market Overview from Quilter Cheviot By Alan McIntosh, Chief Investment Strategist Russia’s invasion of Ukraine last week was a shocking event and the largest military incursion in Europe since the Second World War. As we watch events unfold on our TV screens it is difficult to predict where this ends. Western countries have imposed strong … Read more

Market Update February 2022

Markets tumble as unmarked Russian tanks rumble into Ukraine An update from Danny Knight, head of Investment Directors at Quilter Investors, on the current situation in Ukraine. He covers a brief overview of the market, likely outcomes, energy worries and broader changes and outlook. “Global equity markets recoiled late Monday (21st February) following Russian President … Read more