08 January 2024

Have rate cut expectations gone too far?

Market updates
Markets cheered as central banks held rates at the end of 2023 and priced in more rate cuts for this year. These dynamics bolstered equity markets, which continued to rally towards year-end.
How to include liquid alternatives in a traditional portfolio
20 December 2023

How to include liquid alternatives in a traditional portfolio

Invest differently
A traditional portfolio of stocks and bonds has been a popular investment strategy for decades. However, with market conditions changing and volatility increasing, investors are looking for alternative options to add value and, importantly, diversification to their portfolios. This is where liquid alternatives can play a role.
Cutting through the noise: Quintet unveils 2024 investment outlook
12 December 2023

Cutting through the noise: Quintet unveils 2024 investment outlook

European wealth manager highlights core dynamics that will drive the global economy, financial markets and key asset classes in 2024 and beyond
05 December 2023

Cutting through the noise

Market updates
This note summarises our 2024 Investment Outlook, from the key forecasts and expectations underpinning our investment strategy to what they mean for asset allocation and how we invest in flagship portfolios.
27 November 2023

Markets stay positive, inflation remains in focus

Market updates
Last Thursday’s US Thanksgiving holiday meant market moves were more muted than in recent weeks, but still in line with November’s positive trend. Equities continued their strong run, particularly in the US, which recorded gains for the fourth week in a row.
20 November 2023

The rally continues amidst falling inflation

Market updates
Equity markets continued their November strong run this week. The rally was supported by inflation for the US and UK both falling more than expected
Daniele Antonucci: "Making sense of things and connecting the dots"
17 November 2023

Daniele Antonucci: "Making sense of things and connecting the dots"

Beyond markets
Daniele recently attended the Bloomberg Luxembourg Investment Summit 2023 and took part in one of the event’s panels entitled “Unpacking Geopolitical Risk in the Race for Returns”. In this interview, he talks about his role at Quintet and shares his views on Quintet’s investment approach, vision and strategy.
Investors’ worst enemy (themselves?)
15 November 2023

Investors’ worst enemy (themselves?)

House Views
Striking a balance between wealth protection and growth is both science and art. Finance is a technical field, but it’s also driven by emotions.
13 November 2023

Is the Fed doing enough? We think so

Market updates
The strong rise in equity prices since the start of November was briefly brought back down to earth last week following a Thursday speech by US Federal Reserve (Fed) Chairman Jerome Powell.
06 November 2023

Will bond yields peak alongside growth and rates?

Market updates
Last week was one of two halves. October closed with gold prices rising as investors fled to safe-haven assets amid geopolitical uncertainty and expectations of further rate increases, while equities continued the downward trend that started in the summer.
30 October 2023

Strong US economic growth, mixed earnings growth

Market updates
Equity prices continued to fall across the board last week due, in part, to mixed company earnings reports and ongoing geopolitical concerns.
16 October 2023

Geopolitical risks underpin a defensive approach

Market updates
So far, the latest bout of geopolitical uncertainty, triggered by the Israel-Hamas conflict, has had a moderate and short-lived impact on markets.
Three reasons why in 2023 big thematic trends have influenced markets
13 October 2023

Three reasons why in 2023 big thematic trends have influenced markets

Thematic Investing
2023 has been a year where big thematic trends have influenced markets for three reasons. Firstly, the rise of AI (Artificial Intelligence) boosted themes like Semiconductors and Cloud Computing, driving the big US tech stocks and major indices.
Quintet Private Bank and Moonfare partner  to expand private-market access
10 October 2023

Quintet Private Bank and Moonfare partner to expand private-market access

Quintet partners with Moonfare to facilitate client access to top-tier private-market opportunities via end-to-end digital investment platform
09 October 2023

Maintaining a defensive positioning with an eye on the interest rate path

Market updates
Growth concerns weighed on markets during the first part of last week as data revealed a slowing in economic activity.
The AI Revolution
04 October 2023

The AI Revolution

Beyond markets
Artificial intelligence (AI) is not a new phenomenon, but ChatGPT, launched in early 2023, was the first consumer-facing AI application and has therefore drawn attention to the technology.
02 October 2023

Staying composed with well-diversified strategy amid market volatility

Market updates
After interest rates rose from near 0% to around 5% in developed countries, major central banks have now signalled rates will plateau soon, in line with our core view.
Anna Zakrzewski named Group Chief Operating Officer  at Quintet Private Bank
25 September 2023

Anna Zakrzewski named Group Chief Operating Officer at Quintet Private Bank

Experienced international wealth management specialist to join private banking group’s leadership team amidst growth drive
Quality bonds turn more attractive
24 September 2023

Quality bonds turn more attractive

Market Insights
We expect the major central banks to pause their cycle of interest rate increases as global economic growth slows over the coming months. This makes high-quality bonds even more attractive.
18 September 2023

ECB is the first central bank to signal a pause

Market updates
Risk assets continued their progression last week and generally outperformed defensive assets like bonds or gold.
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