Multi-asset investment thinking from the Quilter Investors team.

Weekly investment news and commentary. In this week’s issue;
  • Dividend and conquer: Global dividend payouts hit new highs…
  • Not just a FTSE 100 departure: Marks & Spencer is to be relegated from the FTSE 100…
  • Sterling hits the skids: As MPs returned from their summer holidays
    on Tuesday, the pound hit its lowest levels ($1.19) since the ‘flash crash’ in October 2016…
  • Japan and Korea escalate private war: An ugly diplomatic dispute that dates back to World War II has quickly escalated into a bitter trade war between Japan and South Korea…
  • Irish banks swamped by Brexit concerns: With Westminster entering a frenetic Brexit end game… Ireland’s banks are caught in the eye of the storm…
  • Mulling a smoky reunion: 11 years after they parted company to dodge US legislation, Philip Morris (PMI) and Altria… are talking about reuniting in a potential $210bn…
  • And more…

 

Quilter Investors – Between The Lines – Week 36