COUNTERPOINT

The case for cyclical improvement, by now, is widely shared in the marketplace. But, in one respect, our outlook is more optimistic: we see a compelling case for structural improvement over the longer horizon too. For much of the past couple of decades the impact of innovation has underwhelmed many forecasters

The fourth-quarter earnings season highlighted once again that consensus expectations for corporate profits have been too conservative as the world adapts to and slowly emerges from the pandemic.

The democratisation of market access is laudable, but raises important questions about individual responsibility, investor protection and the fundamental rules of fairness

There are potentially attractive yields on offer for fixed income investors in selected parts of the European financial bond market.

There’s an old riddle about a lily pad in a pond: the lily pad doubles in size every day and after 30 days it completely covers the pond; on what day does the lily pad cover half the pond? If you answered without really thinking about it, you probably answered “day 15”. Our mind tends to think linearly: if the lily pad covers the entire pond in 30 days than it must cover half of it in 15 days.

Quintet’s sustainable investing philosophy comprises a toolkit of approaches and dedicated assets. In this primer we deep dive into the leader approach – the most popular sustainable investing strategy.