Escalated tensions

Market Overview from Quilter Cheviot By Alan McIntosh, Chief Investment Strategist Russia‚Äôs 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

Uncertainty ahead

Market Overview from Quilter Cheviot By Alan McIntosh, Chief Investment Strategist Global equity markets started last week in recovery mode, but two events dampened enthusiasm as the weekend approached. Thursday saw another forty-year high measure of US inflation, with the CPI showing an annual rise of 7.5%. While this was ahead of expectations, the markets … Read more

Does the market have it right this time?

US flag to denote post on America

Market Overview from Quilter Cheviot By Alan McIntosh, Chief Investment Strategist Volatility continues to be a feature of markets and last week was no stranger to that. Eagerly anticipated was the latest meeting of the US central bank, the Federal Reserve, to determine any changes to monetary policy. The meeting itself produced little in the … Read more

Markets Uncut

Market overview from Quilter Cheviot Global equity markets sold off quite sharply last week as investors fretted about measures central banks may take to curb inflationary pressures. Front and centre of this is the US Federal Reserve, where expectations are that the bank will raise interest rates in March, the first of four expected rate … Read more

Inflation reaching its summit?

Image of deflating balloon to go with article describing potential halt to inflation in uk.

Market overview from Quilter Cheviot By Alan McIntosh, Chief Investment Strategist Global equity markets continued to gyrate last week as investors tried to balance the development of Covid-19 and the changing expectations of central bank policy. Although transmission rates of the Omicron variant are much higher than previous iterations, there is a growing feeling that … Read more

Swift Reactions

US dollar bills representing US federal bank

Market overview from Quilter Cheviot By Alan McIntosh, Chief Investment Strategist Data from the US continues to point to a strong economic recovery, with the unemployment rate almost back to pre-Covid levels. Coupled with an inflation rate that is rising at the fastest rate in 40 years (expected to top 7% this week) it is … Read more

New Year, New Start

Market Overview from Quilter Cheviot By Richard Carter, Head of Fixed Interest Research Stock markets ended 2021 in buoyant fashion despite the rapid surge in Covid-19 cases worldwide. Mercifully, the hospitalisation rate has so far been relatively low compared to previous waves, so investors are hoping that further restrictions on activity will not be needed … Read more

Property on the rise?

Our Weekly Market Overview from Quilter Cheviot By Alan McIntosh, Chief Investment Strategist Last week was a stark reminder that after nearly two years, Covid-19 remains a serious global medical issue. This is not just in the under-vaccinated developing world. Parts of Europe are experiencing a fourth wave, forcing governments to implement strict measures. Austria … Read more