Weekly Comment – Freedom day fallout

people sitting in sunshine on grass in a park

Our Weekly Market Overview from Quilter Cheviot By Alan McIntosh, Chief Investment Strategist While some parts of the population might be enjoying ‘Freedom Day’ in the sunshine, investors are growing increasingly alarmed at the spread of the delta-variant in the UK and elsewhere. Mercifully, vaccines seem to be effective in reducing the severity of cases … Read more

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

Weekly Comment – Not too hot

Our Weekly Market Overview from Quilter Cheviot Not Too Hot By Alan McIntosh, Chief Investment Strategist “Most major indices finished a four-day week in positive territory as confidence in market recovery continued to take the spotlight. US equities finished the week up 0.5%, significantly driven by the release of the monthly nonfarm payrolls figure on … Read more

Canal Block

canal container ship

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

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 – 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