11 September 2023

The calm before the (potential) storm

Market updates
Last week was relatively quiet regarding economic releases and the same can be said for equity and bond markets, which ended the week only slightly negative, while the US dollar rose.
It’s what you know (and just ain’t so)
06 September 2023

It’s what you know (and just ain’t so)

House Views
There’s nothing better than catching up with market thinking and returning to old classics when on holiday; that’s what we all love to do, after all. Mark Twain couldn’t say it better: making our vocation our vacation is the secret to success.
04 September 2023

A month of two halves

Market updates
Equities and developed market government bonds both came under pressure at the start of August, before recovering slightly towards the end of the month.
21 August 2023

China’s economic slowdown continues

Market updates
It hasn’t been a strong week for China. Retail sales, industrial output, and investments slowed more than expected last week; Hong Kong’s Hang Seng index also entered bear market territory.
Barbiemania?
11 August 2023

Barbiemania?

Beyond markets
Unless you have been hiding under a rock for the past few weeks, it has been impossible to miss the pink fantasy. The obsession of nostalgia-fueled dolls went beyond cinemas to fuchsia pink conquered shops, Instagram feeds and charts on Spotify.
08 August 2023

European recession fears resurface

Market updates
Last week, the main headline was the downgrade of the US long-term rating to AA+ from AAA by Fitch Ratings, sending 10-year US Treasury yields temporarily to their highest levels in 2023, at some point reaching close to 4.2%.
Why Americans Do It Better?
08 August 2023

Why Americans Do It Better?

Beyond markets
The United States has the world’s single largest economy, accounting for almost a quarter of global GDP (Global Domestic Product), one fifth of a global FDI (Foreign Direct Investment), and more than a third of stock market capitalisation.
Peak rates: a moving target
03 August 2023

Peak rates: a moving target

Market Insights
Peak inflation is now well behind us, especially in the US, but interest rates continue to rise. Central bank messaging of late has been quite clear: the battle against inflation is not won. But, even though the peak in interest rates is a moving target, we believe it’s now in sight, just slightly delayed from our initial expectations.
11 July 2023

Is good economic news bad market news?

Market updates
A batch of strong US economic data sent markets lower last week. Equities and bonds fell as markets anticipated the negative impact on economic activity of further interest rate increases.
Quintet selects BlackRock to extend investment capabilities
06 July 2023

Quintet selects BlackRock to extend investment capabilities

Quintet Private Bank, headquartered in Luxembourg and operating across Europe, announced today the signing of a memorandum of understanding with BlackRock, the world’s largest asset manager.
04 July 2023

The inflation battle is not over

Market updates
The message from central bankers at last week’s European Central Bank (ECB) Forum was that the overall level of inflation is still uncomfortably high. ECB President Christine Lagarde said that while “significant progress” had been made, policymakers “cannot declare victory yet”.
27 June 2023

Watching monetary policy and geopolitics

Market updates
The weekend saw the news of potential instability in Russia, with a brief mutiny of a paramilitary faction.
20 June 2023

Taking stock at the midpoint

Market updates
The decisions taken by central banks last week generally were in line with our expectations, as expressed in our Mid-Year Outlook.
Peaks, pauses and pickups: Quintet unveils 2023 midyear investment outlook
08 June 2023

Peaks, pauses and pickups: Quintet unveils 2023 midyear investment outlook

European wealth manager highlights core dynamics that will drive the global economy, financial markets and key asset classes over the second half of 2023 and beyond.
22 May 2023

Alternating market sentiment

Market updates
Optimism seems to have crept back into markets late last week, with indications that a debt ceiling deal could be within reach in the US, which pushed equities and bond yields higher.
Investing with purpose: How defining your values can help with financial success
17 May 2023

Investing with purpose: How defining your values can help with financial success

Beyond markets
Have you ever asked yourself why you invest? Find out how defining your values could help with financial success.
Quintet 3-year-thematic: Why zooming out is also important
16 May 2023

Quintet 3-year-thematic: Why zooming out is also important

Thematic Investing
Our thematic investing approach involves gaining exposure to companies and themes that benefit from major global trends over the long term.
15 May 2023

US debt ceiling talks at the forefront

Market updates
In the absence of major economic data releases this week, the market’s attention will stay on the US debt ceiling negotiations.
Discover Luana’s experience as a graduate
10 May 2023

Discover Luana’s experience as a graduate

Beyond markets
A Graduate Program may be your solution if you are unsure what job you want to pursue.
Interest rate peak in sight
08 May 2023

Interest rate peak in sight

Market Insights
The US is slowing, China/Asia is rebounding, and Europe is caught up between the two. We expect global growth and inflation to slow gradually, bringing the end of developed market central banks’ rate rises in sight.
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