Market insight by Quintet

What you need to know about the state of the world and the state of global markets...

18 results

OPINION: Cyclical stocks

Jul 2, 2020

Even as the list of corporate causalities of coronavirus gets longer by the day, the outlook for cyclical stocks is improving

Counterpoint Weekly 15 June 2020

Jun 15, 2020

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.

The Art of trade war

Jun 8, 2020

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

A Fistful of dollars

May 29, 2020

We expect the US dollar to weaken gradually from here, as we project the supply of USD to exceed demand

CIO Weekly - Week 18th May 2020

May 18, 2020

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

CIO Weekly - First Quarter Earnings

May 11, 2020

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

Central bank decision time

Apr 30, 2020

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.