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Our 2022 Mid-year outlook
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Counterpoint 2022 Mid-Year
Quintet’s investment experts share their views on the economy, markets and investing as part of their 2022 mid-year market outlook.
Discover our Mid-year outlook
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Chris Allen named Group CEO of Quintet Private Bank
Former HSBC Head of Global Private Banking, EMEA, to lead Quintet into next stage of its long-term growth
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COUNTERPOINT
Join us in seeing the world differently.
Market insight by Quintet
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counterpoint weekly
counterpoint snapshot
25 July 2022
The R word
“Why do economists use decimal points in their forecasts? To show that they have a sense of humour” is a joke that resurfaces in the marketplace every time volatility picks up. There’s some truth in this. Things rarely move consistently in one direction. So incrementally tracking how they’re unfolding is useful.
27 June 2022
Micro meets macro
Our Counterpoint mid-year outlook, published a few days ago, goes from micro to macro and thematic. It talks about how geopolitical and supply shocks in the age of disruption are impacting companies, sectors, inflation and economic policy, our energy supply and technologies, creating risks and opportunities along the way.
06 June 2022
Building a sustainable portfolio
We build a fully sustainable portfolio following a disciplined asset allocation and portfolio construction process.
30 May 2022
Investing thematically in a market transition
As global financial markets work through a period of elevated volatility and increased risks, we prefer investment themes with robust structural growth characteristics but also stronger fundamentals, such as those with resilient earnings and some defensive qualities.
23 May 2022
Peaks and valleys
“Economists will know tomorrow why the things they predicted yesterday didn’t happen” is a joke that, in this fast-moving market cycle, has a deeper lesson. Rather than sticking to an all-knowing prediction, it’s more fruitful to use a transparent cause-effect framework to recalibrate the base case as events unfold.
16 May 2022
Positive earnings surprises but softer guidance
Sales and earnings growth for Q1 2022 in both the US and Europe exceeded expectations, led by strong energy sector results. The percentage of companies beating forecasts is above the long-term trend, but the margin of surprise is lower than recent quarters.
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COUNTERPOINT 2022 MID-YEAR INVESTMENT OUTLOOK
THE AGE OF DISRUPTION
Quintet’s investment experts share their views on the economy, markets and investing as part of their 2022 mid-year market outlook.
Discover our MID-YEAR INVESTMENT OUTLOOK
COUNTERPOINT JUNE 2022
Later in the cycle, but not so late
Although the pace of economic growth is slowing, we don’t think there is any need to worry about a contraction soon
Read our Counterpoint monthly update
COUNTERPOINT 2022 INVESTMENT OUTLOOK
THE BIG RESET
Quintet’s investment experts share their views on the economy, markets and investing as part of their 2022 market outlook.
DISCOVER OUR COUNTERPOINT MARKET OUTLOOK