Our Weekly Market Overview from Quilter Cheviot By Alan McIntosh, Chief Investment Strategist September proved to be a disappointing month for global equity markets, posting the first decline this year since January. Contributing factors include – ongoing disruption caused by the Covid-19 Delta variant, supply chain bottlenecks, inflationary pressures and concerns over the timing of … Read more
Our Weekly Podcast and Market Overview from Quilter Cheviot Canal Block By Alan McIntosh, Chief Investment Strategist “As we approach the end of March, and with that the end of the first quarter of 2021, it was a positive week overall for developed markets, rectifying the small losses from the week prior. US equities suffered … Read more
Our Weekly Podcast and Market Overview from Quilter Cheviot Wall Street Rollercoaster By Alan McIntosh, Chief Investment Strategist “All eyes were on the US last week as anticipated the Senate’s decision on President Joe Biden’s latest stimulus package along with the non-farm employment figures. Starting with the stimulus package, the Senate approved the $1.9 trillion … Read more
Our Weekly Market Overview from Quilter Cheviot David & Goliath By Alan McIntosh, Chief Investment Strategist “After a strong start to 2021, global equities posted a small decline for January after experiencing a 3% fall over the last week. Headlines have been dominated by news of retail investors grouping together on social media platform Reddit … Read more
Our Weekly Podcast and Market Overview from Quilter Cheviot Market Growth vs Value By Alan McIntosh, Chief Investment Strategist “Global stock markets continued to rise last week, with the FTSE World Index ahead by 1.6%. The US market rose by 2% but technology stocks fared even better. FAANG companies Netflix, Apple and Facebook saw their … Read more
Our Weekly Podcast and Market Overview from Quilter Cheviot Bittersweet Beginnings By Alan McIntosh, Chief Investment Strategist “Last year closed with good news and bad news. The positives were a trade deal between the UK and EU, thus avoiding automatic tariffs on a wide range of goods, as well as the signing of a new … Read more
Our Weekly Podcast and Market Overview from Quilter Cheviot Optimism Abroad By Alan McIntosh, Chief Investment Strategist “Global equity markets were mostly up last week, with the US posting another series of all-time highs on Thursday. Optimism about vaccine rollout and signs that the long-awaited US stimulus package was about to be signed off contributed … Read more
Our Weekly Podcast and Market Overview from Quilter Cheviot On The Route Back To ‘Normal’ By Chris Beckett, Head of Equity Research “As November closes out, it looks as though the month will have delivered some of the best returns ever from equities. At the time of writing, the FTSE World Index is up over … Read more
Our Weekly Podcast and Market Overview from Quilter Cheviot A Stable Outlook Ahead? By Chris Beckett, Head of Equity Research “Last week, equity markets continued to be dominated by positive vaccine news which enabled another positive outcome for most markets. However, the ‘law of diminishing returns’ meant that positive news from Moderna and the FDA … Read more
