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COUNTERPOINT
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Market insight by Quintet
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counterpoint weekly
counterpoint snapshot
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.
02 May 2022
A sustainable investment approach
We put sustainable investing at the core of our investment philosophy and make it our default investment proposition. Sustainable investment strategies are deployed in an innovative way with the aim of creating investment values for our clients whilst benefiting people and the planet.
25 April 2022
Reading the signs (and the curves)
In the mid-1990s, British Prime Minister John Major reportedly asked Russian President Boris Yeltsin to describe the Russian economy in one word. He replied “good”. Surprised by this assessment, Major asked Yeltsin if he could describe it in two words.
18 April 2022
Looking east: investing in Asia high yield
Following a poor start to 2022, Asia high yield (HY) bonds have staged a notable recovery since mid-March. We have been holding a tactical overweight position against USD investment grade (IG) bonds. What are the main features of the Asia HY market and our outlook for the asset class?
11 April 2022
The yield curve and recession: truth and myth
Some segments of the Treasury curve are now inverted. While investors see this as a warning signal, the reality is more nuanced. We explore what it means for the probability of US recession, and for equity and other asset class returns.
04 April 2022
Ukraine War: themes to de-risk economies
We believe the war in Ukraine – which is first and foremost a humanitarian tragedy – will spur some countries and businesses to reduce long-term risks that have emerged from that conflict.
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Counterpoint May 2022
Hawkes and doves
Central bank policy is the dominant theme for investors at the moment with the frequency and magnitude of interest rate hikes driving the outlook for returns
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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.
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