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Micro meets macro
27 June 2022

Micro meets macro

Thematic Investing
Our Counterpoint mid-year outlook, published a few days ago, goes from micro to macro and thematic. It talks about how geopolitical and supply shocks in the age of disruption are impacting companies, sectors, inflation and economic policy, our energy supply and technologies, creating risks and opportunities along the way.
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The age of disruption: Quintet unveils midyear investment outlook
21 June 2022

The age of disruption: Quintet unveils midyear investment outlook

“Counterpoint” highlights dynamics that will drive the global economy, financial markets and key asset classes over the second half of 2022 and beyond
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Investing thematically in a market transition
30 May 2022

Investing thematically in a market transition

Thematic Investing
As global financial markets work through a period of elevated volatility and increased risks, we prefer investment themes with robust structural growth characteristics but also stronger fundamentals, such as those with resilient earnings and some defensive qualities.
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Peaks and valleys
23 May 2022

Peaks and valleys

Market Insights
“Economists will know tomorrow why the things they predicted yesterday didn’t happen” is a joke that, in this fast-moving market cycle, has a deeper lesson. Rather than sticking to an all-knowing prediction, it’s more fruitful to use a transparent cause-effect framework to recalibrate the base case as events unfold.
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Positive earnings surprises but softer guidance
16 May 2022

Positive earnings surprises but softer guidance

Market Insights
Sales and earnings growth for Q1 2022 in both the US and Europe exceeded expectations, led by strong energy sector results. The percentage of companies beating forecasts is above the long-term trend, but the margin of surprise is lower than recent quarters.
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Chris Allen named Group CEO of Quintet Private Bank
12 May 2022

Chris Allen named Group CEO of Quintet Private Bank

Former HSBC Head of Global Private Banking, EMEA, to lead Quintet into next stage of its long-term growth
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Reading the signs (and the curves)
25 April 2022

Reading the signs (and the curves)

Market Insights
In the mid-1990s, British Prime Minister John Major reportedly asked Russian President Boris Yeltsin to describe the Russian economy in one word. He replied “good”. Surprised by this assessment, Major asked Yeltsin if he could describe it in two words.
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Looking east: investing in Asia high yield
18 April 2022

Looking east: investing in Asia high yield

Market Insights
Following a poor start to 2022, Asia high yield (HY) bonds have staged a notable recovery since mid-March. We have been holding a tactical overweight position against USD investment grade (IG) bonds. What are the main features of the Asia HY market and our outlook for the asset class?
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The yield curve and recession: truth and myth
11 April 2022

The yield curve and recession: truth and myth

Market Insights
Some segments of the Treasury curve are now inverted. While investors see this as a warning signal, the reality is more nuanced. We explore what it means for the probability of US recession, and for equity and other asset class returns.
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Ukraine War: themes to de-risk economies
04 April 2022

Ukraine War: themes to de-risk economies

Market Insights
We believe the war in Ukraine – which is first and foremost a humanitarian tragedy – will spur some countries and businesses to reduce long-term risks that have emerged from that conflict.
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Quintet announces 2021 financial results, highlights growth in core business
01 April 2022

Quintet announces 2021 financial results, highlights growth in core business

Quintet Private Bank announced today its 2021 financial results, highlighting the ongoing growth of its core business over that 12-month period.
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French elections: geopolitics all around
28 March 2022

French elections: geopolitics all around

Market Insights
On 10 and 24 April, France will elect its new president at a crucial time – a war raging on the fringes of Europe. Emmanuel Macron looks set to be re-elected for a second term. We explore the key implications for the economy and markets.
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The economic consequences of war
21 March 2022

The economic consequences of war

Market Insights
In The Economic Consequences of the Peace, published in 1919, John Maynard Keynes predicted that stiff war reparations would lead Germany to financial instability, with economic and political repercussions across Europe and the whole world.
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Off the lows
07 March 2022

Off the lows

Market Insights
While geopolitical uncertainty could keep them low for longer, bond yields are on the rise as central banks normalise policy. We expect them to move higher but, over the medium term, see lower rates than in past cycles.
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Russian dolls
28 February 2022

Russian dolls

Market Insights
It’s tempting to attribute the ongoing risk-off move to Russia’s invasion of Ukraine. That’s part of the story but, like Russian dolls, there’s a scenario inside a bigger one, which is inside an even bigger scenario, and so on.
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Recycled gold
28 February 2022

Recycled gold

ESG / Invest differently
Gold can be recycled with no degradation in quality. It can contribute to a circular economy and is an attractive proposition for sustainable investors.
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How we’re thinking about Russia/Ukraine and our investment strategy
24 February 2022

How we’re thinking about Russia/Ukraine and our investment strategy

Market Insights
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Solid Q4 results with signs of divergence
14 February 2022

Solid Q4 results with signs of divergence

Market Insights
As the post-pandemic recovery matures, corporate earnings are surprising by less but still exceeding forecasts. We are seeing a divergence in performance within sectors, but must be careful not to extrapolate short-term trends.
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Innovation nation
07 February 2022

Innovation nation

Thematic Investing
We see innovation continuing apace and even accelerating, despite high costs currently. We believe top innovators are likely to be long-term winners. We see the current weakness in ‘innovation equities’ as a buying opportunity.
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Rearview mirror
31 January 2022

Rearview mirror

Market Insights
At the beginning of the new year, we look back at the performance of our Quintet Group Strategic Asset Allocations (SAA). In this second edition of our biannual review we explore how our SAAs fared amid buoyant risk markets and macro volatility.
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