Weekly Comment – Change of opinion

Houses of Parliament and Big Ben to represent London and UK

Our Weekly Market Overview from Quilter Cheviot By Alan McIntosh, Chief Investment Strategist Inflation expectations are still having an impact on market movements albeit this time, in the positive direction. In the US, figures from the Labor Department proved consumer prices, minus food and energy, have risen by 0.7% last month, 30 basis points above … Read more

Wall Street Rollercoaster

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

Weekly Comment – David and Goliath

lego people representing ordinary people

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

Weekly Comment – Market Growth vs Value

Ticker graph on laptop representing stock market

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

Weekly Comment – Market Bubbles

Bubbles to represent possible market bubble

Our Weekly Podcast and Market Overview from Quilter Cheviot Market Bubbles By Alan McIntosh, Chief Investment Strategist “Veteran investor Jeremy Grantham believes that the long bull market in the US has now developed into a fully-fledged bubble. We have seen many investment bubbles throughout history, the most recent being the dot-com boom just over twenty … Read more

Weekly Comment – Optimism Abroad

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

Weekly Comment – A Stable Outlook Ahead?

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

Weekly Comment – Covid, Cummings, Consumer Habits & China

Our Weekly Podcast and Market Overview from Quilter Cheviot Covid, Cummings, Consumer habits & China By Alan McIntosh, Chief Investment Strategist “Even before the dust has settled on the US election (outcome still disputed by Donald Trump) another piece of news moved stock markets substantially last week. On Monday, Pfizer announced that the vaccine it … Read more