Market insight by Quintet

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

27 results

Addressing the wall of worries

Sep 14, 2020

Our core views on the key themes driving financial markets are on track. We remain overweight risk in our tactical asset allocation and continue to see attractive investment opportunities.

All that glitters

Sep 7, 2020

Even though it’s unlikely to be a straight line from here, we expect the US dollar to weaken further over the medium term and gold prices to stay well supported.

Catching Fallen Angels

Aug 18, 2020

High yield bonds have been resilient throughout the market turmoil caused by the coronavirus pandemic.

Second quarter earnings

Aug 10, 2020

With 89% of companies having so far reported quarterly earnings in the US and 77% in Europe, second quarter earnings are down around 9% year-on-year (yoy) in the US, but have come in a lot better than expected – a sign that consensus expectations were very conservative.

Navigating the recovery

Aug 3, 2020

Investors need to distinguish businesses that are likely to perform well as the world recovers from the virus from those that will struggle.

US ELECTIONS: FRAMING THE MARKET DEBATE

Jul 20, 2020

This is the first of a series of pieces looking at the US elections on 3 November and their implications for the economy, financial markets and sectors.

Till debt do us part

Jul 13, 2020

One of the key long-term legacies of the Covid-19 pandemic is very high debt levels across the world.