Introducing alternatives like hedge funds and private market investments into a portfolio can help to reduce risk and improve long-term returns.
Market insight by Quintet
What you need to know about the state of the world and the state of global markets...
Even as the list of corporate causalities of coronavirus gets longer by the day, the outlook for cyclical stocks is improving
WHAT YOU NEED TO KNOW - Through their ownership, investors share responsibility for a company’s policies and actions. - They can exercise their duty through active ownership, via dialogue with management (engagement) and voting at annual general meetings (voting). - There is a growing body of evidence indicating that active ownership improves investment outcomes.
Rising US-China tensions are a downside risk to the macro and market outlook, but political and economic considerations point to a “cold” trade war prior to the US election
We expect the US dollar to weaken gradually from here, as we project the supply of USD to exceed demand
The coronavirus pandemic has put financial markets under severe stress.
WHAT YOU NEED TO KNOW: With countries across the world confirming that their economies have entered recession, we examine the apparent dislocation between strong equity markets and the weak economic data
First-quarter corporate earnings in the US and Europe were slightly better than the market expected. However, the percentage of companies beating expectations was the lowest since the global financial crisis
Sustainable investing strategies have outperformed in 2020 and have also attracted significant investor inflows.
The Federal Reserve left its key policy rates unchanged, in line with expectations. As the virus is posing considerable risks to the medium-term outlook, the Fed will continue to buy US Treasuries, residential and commercial mortgage-backed securities, in the amounts needed to support smooth market functioning.