Reshoring – The world is not flat anymore
21 February 2024

Reshoring – The world is not flat anymore

Thematic Investing
After three decades of globalisation, could reshoring change the global order?
19 February 2024

A balancing act between expectations and reality

Market updates
Last week, US inflation slowed less than expected. This caused equity and bond prices to fall and the US dollar to rise as markets quickly reevaluated their expectations of rate cuts from the US Federal Reserve (Fed).
The tide is turning
12 February 2024

The tide is turning

Market Insights
In our 2024 Investment Outlook, released in December 2023, I mentioned the importance of building an investment strategy with multiple time horizons in mind. And, over the past two months, things have changed for the medium-term growth outlook. In January, the 2023 US growth figures came in better than expected, showing a resilience in the US economy that the market didn’t anticipate.
05 February 2024

No imminent rate cut is no problem for buoyant US economy

Market updates
The US Federal Reserve (Fed), Bank of England (BoE) and Sweden’s Riksbank all kept interest rates unchanged at their meetings last week.
29 January 2024

Better growth prospects boost markets

Market updates
US equities continued to rise to make new record highs last week. US Treasury Secretary, Janet Yellen, said that inflation is now under control.
Christine Lynch named Group Chief Risk Officer at Quintet Private Bank
25 January 2024

Christine Lynch named Group Chief Risk Officer at Quintet Private Bank

Experienced international risk professional joins private banking group’s leadership team
(Invest) some of your time
24 January 2024

(Invest) some of your time

House Views
Speaking about foresight and perceptiveness in markets, John Maynard Keynes, likely one the most well-known economists ever, said that successful investing is anticipating the anticipations of others. Keynes was also an investor.
22 January 2024

Patience in an uncertain environment

Market updates
US equities rose back to their historical highs last week, driven mainly by AI optimism as chipmakers from the US to Taiwan posted strong gains.
Making New Year’s resolutions for your wealth legacy
17 January 2024

Making New Year’s resolutions for your wealth legacy

Wealth Planning
There’s no better time for tackling the tough emotional issues involved in making a plan that can give you and your family a great deal of fulfilment.
15 January 2024

The last-mile inflation challenge

Market updates
The second week of 2024 saw rising equity prices after starting the year with a sharp pullback. Sector-wise, the main US technology segments rose the most, energy lagged.
08 January 2024

Have rate cut expectations gone too far?

Market updates
Markets cheered as central banks held rates at the end of 2023 and priced in more rate cuts for this year. These dynamics bolstered equity markets, which continued to rally towards year-end.
How to include liquid alternatives in a traditional portfolio
20 December 2023

How to include liquid alternatives in a traditional portfolio

Invest differently
A traditional portfolio of stocks and bonds has been a popular investment strategy for decades. However, with market conditions changing and volatility increasing, investors are looking for alternative options to add value and, importantly, diversification to their portfolios. This is where liquid alternatives can play a role.
Cutting through the noise: Quintet unveils 2024 investment outlook
12 December 2023

Cutting through the noise: Quintet unveils 2024 investment outlook

European wealth manager highlights core dynamics that will drive the global economy, financial markets and key asset classes in 2024 and beyond
05 December 2023

Cutting through the noise

Market updates
This note summarises our 2024 Investment Outlook, from the key forecasts and expectations underpinning our investment strategy to what they mean for asset allocation and how we invest in flagship portfolios.
27 November 2023

Markets stay positive, inflation remains in focus

Market updates
Last Thursday’s US Thanksgiving holiday meant market moves were more muted than in recent weeks, but still in line with November’s positive trend. Equities continued their strong run, particularly in the US, which recorded gains for the fourth week in a row.
20 November 2023

The rally continues amidst falling inflation

Market updates
Equity markets continued their November strong run this week. The rally was supported by inflation for the US and UK both falling more than expected
Daniele Antonucci: "Making sense of things and connecting the dots"
17 November 2023

Daniele Antonucci: "Making sense of things and connecting the dots"

Beyond markets
Daniele recently attended the Bloomberg Luxembourg Investment Summit 2023 and took part in one of the event’s panels entitled “Unpacking Geopolitical Risk in the Race for Returns”. In this interview, he talks about his role at Quintet and shares his views on Quintet’s investment approach, vision and strategy.
Investors’ worst enemy (themselves?)
15 November 2023

Investors’ worst enemy (themselves?)

House Views
Striking a balance between wealth protection and growth is both science and art. Finance is a technical field, but it’s also driven by emotions.
13 November 2023

Is the Fed doing enough? We think so

Market updates
The strong rise in equity prices since the start of November was briefly brought back down to earth last week following a Thursday speech by US Federal Reserve (Fed) Chairman Jerome Powell.
06 November 2023

Will bond yields peak alongside growth and rates?

Market updates
Last week was one of two halves. October closed with gold prices rising as investors fled to safe-haven assets amid geopolitical uncertainty and expectations of further rate increases, while equities continued the downward trend that started in the summer.
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