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Market insight by Quintet
10 May 2021
Economists’ failure to accurately predict the magnitude of big events like booms and recessions and – perhaps more often than they’d like to admit – the timing of these events with sufficient foresight, inevitably makes them the target of all sorts of jokes: for example, how can you tell that economists have a sense of humour? Because they put decimal points in their forecasts.
10 May 2021
Record surprises… again!
The first-quarter earnings season highlights once again that consensus expectations for corporate profits have been too conservative as the world recovers from the pandemic. Near-term expectations are being revised higher.
03 May 2021
Taxes, tapering, timing and thresholds
"Nothing is certain but death and taxes" is a rather fatalistic proverb drawing on the inevitability of the life cycle to make a parallel with the inevitability of the fiscal burden. However, just like with Fed tapering, the key thing with any tax policy change is timing and thresholds.
03 May 2021
Strategy primer: sustainable themes
Quintet’s sustainable investing philosophy comprises a toolkit of approaches and dedicated assets. In this primer we deep dive into the thematic approach – the fastest-growing sustainable investing strategy.
26 April 2021
Turning a corner
One of the perennial dilemmas of strategists is figuring out when good news becomes bad news in the eyes of the market, and vice versa. Say the jobs report comes in stronger than expected. This would be good news and the market would go up. More people working means more tax revenues, less spending on unemployment benefits and an increase in demand.
19 April 2021
Flying on two engines
The long-awaited inflation spike has come. Price cuts in the early months of the pandemic are now dropping out of the annual comparison. Surging commodity prices and temporary supply bottlenecks are doing the rest. But we don’t see the pace of wage growth and degree of tightness in the labour market that could result in a more long-lasting inflation spiral.
Counterpoint monthly update
The recovery remains on track, although some parts of the world will be able to relax and enjoy the summer sooner than others
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View Counterpoint 2021
Quintet’s Chief Investment Office share their views on the economy, markets and investing in our yearly online magazine.
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