11/16/2022
BoE rate rises to drive up share of income spent on mortgages
As the base rate is now at 3 per cent, the average variable rate mortgage is forecast to climb to 6.34 per cent
Comment, Analysis & Research
11/16/2022
Buy list benefits
Fully centralised investment processes are standard fare at most large wealth managers and whilst Quilter Cheviot does offer a bespoke element to our service, we certainly operate a centralised research function.
11/15/2022
Ten investment convictions for 2023
That will only happen once the US Federal Reserve halts its interest rate hikes.
11/15/2022
Do Not Respect their Authority
The key fact is that central banks had no basis for declaring it transitory, nor any real understanding of why inflation was quiescent and then erupted violently.
11/15/2022
Employment holds despite worsening outlook
Employee numbers up up 74,000
11/15/2022
How ESG has changed the investment industry
‘There’s no turning back’
11/15/2022
Investec: ‘Brooks Macdonald en route to be top-five player’
Investec says Brooks has a USP in its new tech platform and will see growth in its model portfolio, but further M&A is needed for assets to compete with the largest wealth firms.
11/14/2022
MLNs to help protect capital, enhance yield potential
Like traditional bonds, Market-linked Notes (MLNs) provide a return of principal at maturity. Unlike traditional bonds, MLNs do not pay a fixed rate of interest.
11/14/2022
The digital infrastructure that could help emerging markets leapfrog developed economies
There is a pressing need for emerging markets to develop versatile data technologies, but investment is vital to bring cost down to make it viable for people to use.
11/14/2022
Quilter Autumn Statement predictions and commentary
Quilter’s experts have rounded up some of the potential options Hunt might go for in his upcoming Autumn Statement.
11/14/2022
The Role of Banks in the Cost-of-Living Crisis: Key Learnings From A&M’s Financial Services & Digital Roundtable
Unfortunately, things look set to get worse before they get better. Between now and the end of 2024, it is estimated2 that UK families will see their annual mortgage payments rise by an average of £5,100.
11/14/2022
12 steps your business can take to get recession ready
These 12 steps can help you make sure your business is recession ready.
11/14/2022
Abrdn CEO Stephen Bird: ‘I’m very respectful … But I’m very challenging, and I should be’
Bird defended his leadership and said allegations that he had an aggressive management style — reported last month by The Sunday Times — were 'very difficult to read' and 'not the lived experience of the company'
11/14/2022
In Focus: Do advisers have a responsibility to fill the advice gap?
The advice gap means different things to different advisers but commercial viability is the main concern
11/11/2022
Private assets: why and how?
Private markets can provide investors with access to a broader opportunity set and improve the risk/return profile of portfolios.
11/11/2022
Embracing private markets: Moonfare’s 2022 Family Office Survey
After a period of relative calm, many family offices now find themselves trying to realign existing portfolios while simultaneously seeking to bring the mandates of the new generation of families into reality.
11/11/2022
Quilter Autumn Statement predictions and commentary
The alignment of rates would mean they at least double for all tax bands
11/11/2022
How should investors behave during market turbulence?
Instinct to sell is understandable, but it is important to remember that ‘investments rise and fall’
11/10/2022
Very last chance: We are looking for the financial word 2022
At the beginning of the year, numerous investors suspected that it was only a matter of time before the global financial markets corrected sharply in the course of the interest rate turnaround.
11/09/2022
Quilter’s Henry: Why it’s better to be early when calling the end of the bear market
The investment manager says younger investors that are quick to buy the dip could have the correct strategy.