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 13%, with most major markets generating double digit returns. For many, sharply rising stock markets may seem to be completely disconnected from the continuing increase in coronavirus cases and the health and economic hardship that has resulted. However, the recent positive news on vaccines has given hope that some semblance of normality will be restored by the middle or late next year. Markets are forward looking and are anticipating better news ahead. Politically, Donald Trump’s attempts to overturn the Biden victory are fading. The latter’s appointment of former Chair of the Federal Reserve, Janet Yellen, as Treasury Secretary has been well received and bodes well for good co-operation between the government and the central bank. Closer to home, the Brexit negotiations have resumed, but remain tight and unpredictable…”

Read more here… Quilter Weekly Comment – On The Route Back To Normal

Weekly podcast: Markets Uncut

“The recent Government spending review, a market outlook and the economic costs of COVID-19. Join host Vanessa Eve, Investment Manager, as well as Head of Research, Chris Beckett and Equity Research Analyst, Ben Barringer, as they provide an update this week…”