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US Midterm Elections: Results, reactions and what it means for investors
The votes have been cast and the results are in, but what do they mean for the global economy, financial markets and investors?
To find out, join us for a timely and insightful webinar as we take a look at and examine the outcome of the US Midterm Elections.
Hosted by David Butler, Head of Business Development, our expert panel brings together a unique blend of political insight and investment expertise. We are delighted to welcome David Blevins, Sky News' US Correspondent, who will be joining us live from the United States to provide first-hand analysis of the election results, the political mood on the ground, and what could lie ahead for US policy and leadership.He will be joined by Ben Barringer, Head of Technology Research, and Tim Armitage, Investment Strategist, who will discuss the potential implications for markets, sectors and investment opportunities.
Don't miss this opportunity to hear from experts as they unpack one of the most closely watched events on the global calendar.
Quarter in focus: Q2 2026 – inflation, disruption and tension: where do we go from here?
From geopolitical shocks and inflationary pressures to the surge in AI investment and its wider implications, we explore what’s driven markets this quarter and how we are positioning portfolios in response. Join us as we discuss:
- What shaped Q2: inflation pressures and central bank responses, alongside the surge in AI and semiconductor investment
- Positioning portfolios: how we are managing different client needs - from income to growth - while maintaining a long-term, measured approach in uncertain markets
- Sustainable portfolios in focus: how holdings within our sustainable strategies are responding to market movements, including the effects of AI trends and broader market dynamics
Quarter in focus: Q1 2026 - Middle East shocks & Consumer Staples snapshot
Q1 has been shaped by renewed geopolitical tension in the Middle East and sharp swings in oil and gas prices, alongside a shifting backdrop for defensive sectors. In this webinar we will cover:
- A look at the impact the Middle East conflict has had on financial markets and what that could mean going forward.
- An update on global stocks, and how macro is influencing short- and long-term outlook.
- A summary of recent portfolio changes made by investment managers, together with the key themes clients and advisers are most focused on in the current environment.
Developments in the Middle East and the impact on markets
Join us for an investment webinar exploring how the recent escalation in the Middle East is influencing markets. The conflict has already affected key economic variables including oil prices and risks to inflation. We’ll cover what these developments mean for investors, how markets are reacting, and what we’re watching out for in the weeks ahead.
2026: Are you prepared for the year ahead?
As 2026 begins, it’s time to cast one eye backwards and the other forwards. Backwards to see what learnings can be taken from the year that’s gone. Forwards to identify what key trends will shape markets in the year ahead and how best to position portfolios to help clients achieve their long-term goals.
2025 UK Budget: Implications for Advisers, Clients and Planning
Join our 2025 UK Budget webinar, where we'll deliver reactions and expert analysis on what the latest announcements mean for financial advisers and clients.
With the UK economy at a crossroads, Chancellor Rachel Reeves faces the challenge of stimulating growth while battling persistent inflation. Speculation is mounting around potential tax changes – will Reeves stick to her manifesto commitment of not increasing income tax, national insurance, corporation tax and VAT?
On the Ground in Asia: What Korea, Taiwan & Japan tell us about tech
Join Ben Barringer, Head of Technology Research and Investment Strategies at Quilter Cheviot, as he shares exclusive insights from his recent visit to Korea, Taiwan, and Tokyo. Gain a unique on-the-ground perspective of the global technology landscape and what it means for investors. Key topics include:
- Strategic updates across cloud, PC, smartphone, and semiconductor markets
- AI and cybersecurity developments from leading firms like OpenAI, Google, and Palo Alto
- Investment strategy and valuation discipline in a shifting regulatory environment
This session blends macro trends with company-level insights to help navigate the evolving tech ecosystem.