30 October 2023

Strong US economic growth, mixed earnings growth

Market Insights
Equity prices continued to fall across the board last week due, in part, to mixed company earnings reports and ongoing geopolitical concerns.
16 October 2023

Geopolitical risks underpin a defensive approach

Market Insights
So far, the latest bout of geopolitical uncertainty, triggered by the Israel-Hamas conflict, has had a moderate and short-lived impact on markets.
Three reasons why in 2023 big thematic trends have influenced markets
13 October 2023

Three reasons why in 2023 big thematic trends have influenced markets

Market Insights / Thematic Investing
2023 has been a year where big thematic trends have influenced markets for three reasons. Firstly, the rise of AI (Artificial Intelligence) boosted themes like Semiconductors and Cloud Computing, driving the big US tech stocks and major indices.
Quintet Private Bank and Moonfare partner  to expand private-market access
10 October 2023

Quintet Private Bank and Moonfare partner to expand private-market access

Quintet partners with Moonfare to facilitate client access to top-tier private-market opportunities via end-to-end digital investment platform
09 October 2023

Maintaining a defensive positioning with an eye on the interest rate path

Market Insights
Growth concerns weighed on markets during the first part of last week as data revealed a slowing in economic activity.
The AI Revolution
04 October 2023

The AI Revolution

Our stories
Artificial intelligence (AI) is not a new phenomenon, but ChatGPT, launched in early 2023, was the first consumer-facing AI application and has therefore drawn attention to the technology.
02 October 2023

Staying composed with well-diversified strategy amid market volatility

Market Insights
After interest rates rose from near 0% to around 5% in developed countries, major central banks have now signalled rates will plateau soon, in line with our core view.
Anna Zakrzewski named Group Chief Operating Officer  at Quintet Private Bank
25 September 2023

Anna Zakrzewski named Group Chief Operating Officer at Quintet Private Bank

Experienced international wealth management specialist to join private banking group’s leadership team amidst growth drive
Quality bonds turn more attractive
24 September 2023

Quality bonds turn more attractive

Market Insights
We expect the major central banks to pause their cycle of interest rate increases as global economic growth slows over the coming months. This makes high-quality bonds even more attractive.
18 September 2023

ECB is the first central bank to signal a pause

Market Insights
Risk assets continued their progression last week and generally outperformed defensive assets like bonds or gold.
11 September 2023

The calm before the (potential) storm

Market Insights
Last week was relatively quiet regarding economic releases and the same can be said for equity and bond markets, which ended the week only slightly negative, while the US dollar rose.
It’s what you know (and just ain’t so)
06 September 2023

It’s what you know (and just ain’t so)

House Views / Market Insights
There’s nothing better than catching up with market thinking and returning to old classics when on holiday; that’s what we all love to do, after all. Mark Twain couldn’t say it better: making our vocation our vacation is the secret to success.
04 September 2023

A month of two halves

Market Insights
Equities and developed market government bonds both came under pressure at the start of August, before recovering slightly towards the end of the month.
21 August 2023

China’s economic slowdown continues

Market Insights
It hasn’t been a strong week for China. Retail sales, industrial output, and investments slowed more than expected last week; Hong Kong’s Hang Seng index also entered bear market territory.
Barbiemania?
11 August 2023

Barbiemania?

Our stories
Unless you have been hiding under a rock for the past few weeks, it has been impossible to miss the pink fantasy. The obsession of nostalgia-fueled dolls went beyond cinemas to fuchsia pink conquered shops, Instagram feeds and charts on Spotify.
08 August 2023

European recession fears resurface

Market Insights
Last week, the main headline was the downgrade of the US long-term rating to AA+ from AAA by Fitch Ratings, sending 10-year US Treasury yields temporarily to their highest levels in 2023, at some point reaching close to 4.2%.
Why Americans Do It Better?
08 August 2023

Why Americans Do It Better?

Our stories
The United States has the world’s single largest economy, accounting for almost a quarter of global GDP (Global Domestic Product), one fifth of a global FDI (Foreign Direct Investment), and more than a third of stock market capitalisation.
Peak rates: a moving target
03 August 2023

Peak rates: a moving target

Market Insights
Peak inflation is now well behind us, especially in the US, but interest rates continue to rise. Central bank messaging of late has been quite clear: the battle against inflation is not won. But, even though the peak in interest rates is a moving target, we believe it’s now in sight, just slightly delayed from our initial expectations.
11 July 2023

Is good economic news bad market news?

Market Insights
A batch of strong US economic data sent markets lower last week. Equities and bonds fell as markets anticipated the negative impact on economic activity of further interest rate increases.
Quintet selects BlackRock to extend investment capabilities
06 July 2023

Quintet selects BlackRock to extend investment capabilities

Quintet Private Bank, headquartered in Luxembourg and operating across Europe, announced today the signing of a memorandum of understanding with BlackRock, the world’s largest asset manager.
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