Between the Lines – August 2023

All investors use insights, trends, and data from across the globe to help them make decisions. Quilter’s regular ‘Between the lines’ communication is an easy way for you to understand how a current topic might be impacting markets and influencing your investments.

The August edition offers insights into:

The Return of the Magnificent Seven

This year’s stock market rally has been dominated by a few big tech companies, coined the ‘Magnificent Seven’. In the first seven months of the year, the MSCI USA Growth Index retuned 29.1% while the broader MSCI USA Index returned 13.3%. The Magnificent Seven are all growth stocks – companies that derive their value from the rate at which they’re expected to grow their earnings in the future… Read more…

Diverging trends apparent in global inflation

Consumer Price Index (CPI) data – closely watched due to its interest-rate implications – has signalled headline inflation continuing to fall on a year-on-year basis. However, core inflation, which excludes volatile contributors such as energy and food, remains stubbornly high… Read more…

Mortgage rates ease as UK property market cools

Two-year fixed-rate mortgages began to come down in July as major lenders announced new deals at marginally lower rates, with recent inflation data suggesting the Bank of England may be nearing the end of its rate-rising cycle… Read more…

Read what this means for investors along with the key takeaways…

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