Market Commentary January 2023

Global stock market closed out 2022 with the first positive quarter of the year, as investors took solace from a moderation in the rising interest rate environment that pervaded much of te last 12 months… Read more…

Market Commentary December 2022

Stock markets ended November on the front foot, with global equity benchmarks rallying to three-month highs on growing hopes that central banks will shortly begin to reduce the pace of their interest rate increases… Read more…

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Market Commentary November 2022

Monthly Market Commentary | Quilter Cheviot By Duncan Gwyther, Chief Investment Officer Global stock markets ended October with sizable gains after posting a strong recovery from their lowest levels of … Read more…

Taking Stock – the predictions business

In this article David discusses the difficulty and delusions we face when attempting to predict future outcomes and market reactions. It includes his rules of thumb to keep in mind to guard against the worst implications of needless forecasting. Read more…

Market Commentary October 2022

Global equity markets ended the third quarter near their lowest levels of 2022 due to concerns that central banks remain steadfast in their determination to curb inflation, even if this comes at the expense of economic growth. Read more…

Taking Stock – The Big Question

This is an excerpt from Quilter Cheviot’s regular newsletter ‘Taking Stock – Diary of an Investment Manager’, in which David discusses the direction of travel for inflation and looks at lessons from history… Read more…

Goodbye ESG

“ESG has become a byword for everything that fits under the responsible investment umbrella. By this we mean the different approaches investors might utilise in pursuing a responsible investment strategy…” Read more…

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