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Quilter's Market Explainer Weekly Webinar

Date: Friday, June 12, 2020

Time: 12:00 PM British Summer Time

Duration: 30 minutes

Brexit: Responsible investing in the new normal

In the next Quilter Market Explainer experts from across Quilter discussing how the coronavirus has affected investors focused on responsible investment concerns. With the global lockdown measures having seen an improvement in air quality and pollution levels in the likes of China, will this be a turning point for responsible and sustainable investment themes?

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In this week Diary, as we approach the summer solstice, opinions from around the world and thoughts about whether man or machine is coping better with a year dominated by the unexpected.
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Join Richard Carter to find out more in Quilter Cheviot’s Markets Uncut podcast, plus Sanjay Patel on the outlook for the aerospace industry and why returning to normal might take as much as three years.
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As tensions rise both within the US and in US-China relations, the Markets Uncut team take a look at what’s going on and the implications for markets.
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On Friday 7 May experts from across Quilter discussed the latest market developments and what the lifting of the lockdown might mean for investors.
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Join the Markets Uncut team as they unpick the past week in markets, how Amazon and Microsoft are benefitting from the pandemic and how to drip feed cash into the market right now.
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In this week’s Diary the base case for a recovery from the recessionary hole we find ourselves in, why this crisis is unique and some thoughts about the suspension of the normal rules of investment.
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On Friday 1 May experts from across Quilter discussed the latest market developments and what the lifting of the lockdown might mean for investors.
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Negative oil prices and company earnings are the hot topics for this week’s Markets Uncut podcast. Join Liz Dhillon, Chris Beckett and Sebastian Scott to find out more.
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In this week’s Diary, a quiet week for most investors, apart from those involved with oil and agriculture, the transition from health crisis to commerce and a bit of wisdom from Goethe.
Briefing magazine
The coronavirus has already had a significant impact on the economy, affecting the restaurant, travel and leisure and retail sectors in particular. But as governments start to tentatively lift lockdown measures, should we expect the pandemic to have a longer lasting impact on the way we live, work and play?
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On Friday 15 May experts from across Quilter discussed the latest market developments and what the lifting of the lockdown might mean for investors. In this week’s episode, we looked at how markets have responded to the UK’s exit strategy for lockdown, and ask do investors now have more clarity on the future? Hosted by Danny Knight, head of investment directors at Quilter Investors, our panel includes Helen Bradshaw, portfolio manager at Quilter Investors, and Ben Barringer, technical analyst at Quilter Cheviot.
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In this week’s Diary, a quick look at a few of the cracks appearing in the façade of the global economy, thoughts on the staged recapitalisation of business and an update on investment management using artificial intelligence.
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As lockdown measures are eased across the developed world, how concerned should we be about secondary outbreaks of the virus? Join Richard Carter to find out more and with many people nervous about resuming activities like flying, hear Sanjay Patel’s thoughts on the fallout for Airbus and Boeing.
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On Friday April 24 our panel discussed: How will the lifting of the lockdown affect economies and businesses? Will we see a ‘return to normal’ or will it be a ‘new world’? What are the consequences of the massive financial support provided to the economy and could the debt weigh down economies in the wake of the pandemic? What will the impact be for Europe, and countries like Italy and Spain, and how will the crisis impact the future of the euro and the Eurozone?
Press Release
Monday 20 April saw one of the more extraordinary moves in oil markets in recent years, with the price of oil – one month forward West Texas Intermediate (WTI) – falling into negative territory, at minus $37 per barrel. While it rebounded in early morning trading the next day, oil prices generally have remained very volatile.
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As European governments begin to lift lockdowns, will we follow suit in the UK? Plus Mamta Valeccha on electric vehicles, one of the pre-Covid-19 mega-trends that we think will continue and whether another eurozone crisis is in the making.
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In the week’s Diary the link between infection rates and attempts to restart the global economy, some general economics, a bit of politics and a few winners from the company results season. Also the observation that patience is the unsung hero of investment success.
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Why does the fall in oil prices matter to the global economy and, in particular, the FTSE 100? How does the continued market volatility change how portfolios are managed? With many well-run companies getting ready to report their earnings results, what are we expecting to see?
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Technology has never been as important for us all as today. Join the Markets Uncut team to find out how technology companies are performing and why you might want to buy some companies today rather than tomorrow. Plus Richard Carter on the week’s economic news and what lies ahead.
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In this week’s Diary better news from financial markets in amongst the general gloom, reports from the investment front-line and thoughts on what to do when not working.
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What is ahead for the US economy, given the scale of the pandemic emerging there? What is the outlook for economies in Europe, as some appear to be seeing a reduction in new cases? What impact could the record weekly jump in US unemployment have on the US? If Europe is positioning for a bounce back first, which sectors are poised to bounce back quickest?Join experts from across Quilter to hear about the latest market developments and updates on what the coronavirus means for investors.
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This update was sent to all our discretionary portfolio service clients as part of their quarterly valuation packs. We believed it was important to provide a general update of investment and market performance but please note that some of the comments in the update might not apply specifically to your portfolio.
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As a result of Covid-19 there have been a number of changes to how Quilter Cheviot engages with clients. In this article we outline the current methods of contact and changes to how we deliver our service. 
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The protection of a client’s money and assets is one of our primary concerns and we do everything in our power to ensure they are safeguarded. In this articles we answer potential questions you may have.
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Join the Markets Uncut team as they look at how healthcare companies are performing and the progress of a potential vaccine, whether investment trusts are a good option for people wanting an income from their investments and the usual economic round-up and look ahead from Richard Carter.
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Join experts from across Quilter to hear about the latest market developments and updates on what the coronavirus means for investors.Why do financial markets continue to be so volatile? How is market volatility influencing the advice you give to clients? What reasons are there to be optimistic about the outlook for the UK? Are we witnessing the death knell of our high streets?
Investment insights
The change in political priorities from the end of 2019 to the start of 2020 is stark. In the UK, Boris Johnson’s catchy rhetoric of ‘getting Brexit done’ and ‘levelling-up’ the economy has been shattered by the unprecedented curtailment in civil liberties announced last week, and the rapid preparations underway for the biggest crisis the NHS has ever faced.
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Big events and small matter during times of change. Both feature in this week’s Diary. People and businesses are adjusting to the new reality with financial markets providing the mirror that allows us to see ourselves.
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The coronavirus (Covid-19) pandemic that began in China and spread rapidly around the globe has caused major disruption to businesses and economies worldwide. The UK government has responded to Covid-19 with measures aimed at delaying its spread and mitigating damage to the economy with a substantial stimulus package.
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With a recession expected in the US and Europe, many investors are now questioning what will happen to company dividend payments, which some may rely upon to provide an income.
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Global markets continue to be under pressure as Covid- 19, as the coronavirus is described, spreads outside of China. There are three factors at play here, which are interacting to create great uncertainty.
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Join experts from across Quilter to hear about the latest market developments and updates on what the coronavirus means for investors.
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The Chancellor Rishi Sunak yesterday unveiled £330bn of government-backed loans for businesses equivalent to 15% of the UK’S annual GDP as well as £20bn in direct cash support. This came less than a week after an initial £7bn package announced in the Budget. These measures are being mirrored across the globe as countries around the world pull together in an effort to calm international markets and help individuals and their families.
Investment insights
On the back of extraordinary moves in markets over the past few weeks, we have seen several clients get in touch to discuss their investments. Our Q&A below aims to cover some of the key points clients are concerned about, and offer our thoughts on the outlook going forward.
Investment insights
Investment Manager Jonathan Raymond, on whether clients should move to cash in current market conditions.
research
Head of Fixed Interest Research, Richard Carter, on what can be expected of Central Banks following the coronavirus outbreak.
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Head of Equity Research, Chris Beckett, on how equity research analysts are monitoring the current market sell-off. and what they look for in a company.
Investment insights
As a result of coronavirus and Saudi Arabia’s decision, a number of clients have contacted us about their portfolios, questioning whether they should sell investments. We would caution against a knee jerk reaction to move to cash.
Monthly Market Commentary
Global stock markets reached new all-time highs in early February before suffering a sharp and broad based sell-off as it became clear that Covid-19 had not been contained within China and would likely reach most countries to varying degrees. The economic impact – mainly the result of public health countermeasures rather than sickness or death – is unknown in magnitude or duration as there are no precedents in the current globalised supply chain world. The virus is expected to peak within the next month or so, though this is a quickly evolving situation.
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In the first Diary for a few weeks, a quick look back at the damage done by the globalisation of the coronavirus, before moving on to the future. And a thank you.
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Saudi Arabia announced plans to increase oil production over the weekend, sending oil prices down more than 20% and spilling over into stock markets worldwide. Join the Markets Uncut team to find out about the latest market developments, how it links to the coronavirus, and what is likely to come next.
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US shares saw one of the fastest corrections from all-time highs since 1945 last week, largely due to fears over the coronavirus. Join Richard Carter and Sebastian Scott to find out what happens next, plus Oliver Creasey on Hammerson's results, and whether the worst is over for the retail property specialist.
Market News
New clusters of coronavirus have emerged in Italy with markets selling off hard on Friday and Monday morning. Join the Markets Uncut team to find out more, as well as insights from Chris Beckett, Head of Equity Research, after his trip to CAGNY 2020 meeting consumer goods companies.
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Join Richard Carter and Sebastian Scott as they discuss the week ahead in markets, including why a second wave of coronavirus might worsen the US jobs situation, and the difficult balancing act the UK Chancellor has to pull off.
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In this week’s Diary, post-lockdown recovery news, observations about what will matter to markets over the next few months and some hard to answer questions.
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This was always supposed to be the decade to save the planet. But political priorities have, understandably, shifted considerably since the new year as governments around the world attempt to control the ongoing public health crisis and stabilise their respective economies.
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This was supposed to be the decade to save the planet. At the start of 2020, and with the earth literally glowing from the terrible bushfires in Australia, it seemed that this decade would be defined by the global climate movement and the government’s effort to achieve net-zero carbon emissions by 2050.
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As Intu goes into administration, Oli Creasey, Quilter Cheviot’s property analyst, discusses the outlook for retail property, student housing, and whether he’s tempted to move out to the suburbs.
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At Quilter Cheviot we benefit from having the largest research team in discretionary fund management, hear their expert opinion in a series of webinars.
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Even before the COVID-19 pandemic struck, many traditional retailers on Scotland’s high streets were struggling due to the structural shift online. The three-month lockdown has served to super-charge this trend towards internet shopping.
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Join Simon Doherty, Lead Portfolio Manager of our Managed Portfolio Service (MPS) for the latest Q2 2020 update.
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Join Simon Doherty, Lead Portfolio Manager of our Managed Portfolio Service (MPS) for an overview of the key drivers of performance in Q2 2020.
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Join Richard Carter and Sebastian Scott as they unpick the past week in markets and look ahead to what’s coming up. Have stock markets perked up following recent positive economic news, or does recent performance reflect the scale of financial support from central banks?
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In this week’s Diary a survey of the many balls in the air at the moment before returning to the ground level detail of investment as we re-emerge into a changed world.
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At Quilter Cheviot we benefit from having the largest research team in discretionary fund management, hear their expert opinion in a series of webinars.
Fund Buyer
It is fair to say absolute return funds have got an image problem. In recent years the less than flattering title of ‘absolutely no return’ funds has been a pretty accurate one over certain periods.
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At Quilter Cheviot we benefit from having the largest research team in discretionary fund management, hear their expert opinion in a series of webinars that we are creating with you in mind.
Gardening club
Gardening expert and author of the Quilter Cheviot Gardening Club, Anne Swithinbank, gives some helpful tips to do during June and July.
Gardening club
Read gardening expert and author of the Quilter Cheviot Gardening Club, Anne Swithinbank's, advice on finding the right companions to grow alongside roses.
Gardening club
Spending more time in the garden tunes our senses to detect movement, sound, touch, temperature and above all, scent.
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I’m going to get into the pretty meaty topic of growth versus value. This is a fairly well trodden path amongst investment commentators, but there has been some additional excitement from the value managers in the last couple of weeks as value has had somewhat of a short-term bump, clawing back some lost ground.
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People and business are adjusting to the new reality with financial markets providing the mirror that allows us to see ourselves.
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Investors were surprised on Friday by strong US jobs figures, although the unemployment rate remains very high overall. With markets potentially looking at a faster return from lockdown than previously reckoned, where does this leave investors? Join Chris Beckett, David Henry and Ernst Knacke to find out more, hosted by Seb Scott.
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Ben Barringer, equity analyst and Ernst Knacke, fund analyst, will be discussing tech and which US fund managers are benefitting from with David Butler alongside an Investment Manager who will be answering your questions on how we implement themes such as these within a portfolio.
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In this week Diary, optimism rules for now, but it is the detail that will matter more as we emerge from lockdown. Filling in some of the gaps, news about US employment, UK manufacturing and the insurance sectors.
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Ben Barringer, equity analyst and Ernst Knacke, fund analyst, will be discussing tech and which US fund managers are benefitting from with David Butler alongside an Investment Manager who will be answering your questions on how we implement themes such as these within a portfolio.
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Watch this video explaining the UK governments next big economic challenge.
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Perhaps the most common investment advice is to stay invested. With shares falling in February and March, however, the ease of sticking to that advice has been sorely tested in 2020.
Monthly Market Commentary
Risk assets continued to recover in May, driven by a tidal wave of liquidity and optimism about the potential speed and magnitude of the global economic rebound as lockdown eases.
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Several investment managers have asked me to comment about the potential for a pick-up in inflation in recent weeks, with the scale of central bank action and increased government spending leading some to warn of the impact on inflation.  
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As tensions rise both within the US and in US-China relations, the Markets Uncut team take a look at what’s going on and the implications for markets.
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Markets continue to focus on the progress of Covid-19 and potential treatments/vaccines as well as the speed with which countries reduce lockdown restrictions.
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In this week’s Diary, buoyant equity markets, zombie companies and where next for infrastructure investors.
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In this week’s Diary a tour of the world from East to West with an undercurrent of optimism as we move from tentative reopening to the evidence of activity.
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On Friday 7 May experts from across Quilter discussed the latest market developments and what the lifting of the lockdown might mean for investors.

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