Quilter Investors

🙌 We’re excited to launch our exclusive Investment Insight events, at The National Conference Centre in Solihull! We’re joined by asset managers Artemis Investment Management, BNY Investments, and Premier Miton Investors. Our session will help you: ✅ Make sense of the global change that is happening right now. ✅ Gain insight to help with client conversations. ✅ Be prepared to answer your questions. We’re holding these events in various locations across the country - spaces are going fast, but there's still time to secure your place here 👉 bit.ly/4dSP3ZT

Check out the first episode of Global Custodian's first episode of their five-part series on securities services, featuring our Interim Operations Director, Jens Moller-Butcher 👇

💼 2024 Autumn Budget 💼 In this analysis for Investment Week, our Investment Strategist Lindsay James discusses the challenges facing the UK economy post-Budget 2024. With taxes set to rise by £40bn and increased borrowing, the outlook remains uncertain. "It is a bold strategy and one that appears very fragile if the market reaction is anything to go by, with gilt yields rising following a less than rosy outlook from the Office for Budget Responsibility. "Now as we know, public finances and the economy are not the same as the stock market. But it is very telling that various UK indices have treaded sideways since the summer. "Perhaps a lot of this was budget uncertainty and now we know the environment share prices will start moving again – just look at the reaction from AIM shares to the better than feared announcement in the budget." Read the full article 👇

💼 2024 Autumn Budget 💼 Following the Autumn Budget 2024, Financial markets have so far reacted calmly to Labour’s maiden Budget, with government bonds recovering slightly and the FTSE 100 ticking down. Gilt yields, which measure the cost of government borrowing, have been closely watched by economists over the past few weeks. After the yield on the benchmark 10-year gilt closed at 4.31 per cent on Tuesday, its highest level the general election, it edged lower today - hovering around 4.21 per cent during and shortly after Chancellor Rachel Reeves’ speech to Parliament this afternoon. Yields and prices move inversely. Our Investment Strategist, Lindsay James: “What will delight the Chancellor is the financial market reaction. There were fears that stock and bond markets would not react favourably to the announcements today and the loosening of fiscal rules. But for now, gilt yields are down and there is no sign of a repeat of the mini-budget from 2022. “ Read the full article 👇

There's still time to register for our Cirilium Blend 5-year anniversary adviser webinar next week, on 6 November at 10am GMT. Join us for the opportunity to hear from our guest speaker and behavioural economist, Mark Pittaccio. Mark discusses the behavioural biases your clients face when making investment decisions and navigating market turbulence. Also joining in: our portfolio managers Ian Jensen-Humphreys and Sacha Chorley share how Cirilium Blend is designed with these biases in mind, its performance since inception, and how it's positioned for the future. Save your place 👉 bit.ly/3XXBRx7 Suitable for professional clients only. The value of investments may go down as well as up.

After Andrew Bailey’s recent comments at the Institute of International Finance, our Investment Strategist, Lindsay James, shares her views on his proposals for pension consolidation and the potential effect on UK real economy. "Comments from Andrew Bailey at the Institute of International Finance acted as a reminder that further reform may lie ahead for the UK pension sector, potentially in the form of consolidation of the 27,000 DC schemes currently available. "While proposals to force UK pension funds to invest in UK equities would be a bad idea, something Andrew Bailey acknowledged, the likelihood of future pension fund consolidation seems high. We could see a replacement of the myriad of small schemes with larger entities that can be active owners." Read the full article 👇

There's still time to register for one of our exclusive Investment Insights events, starting on November 5. Spaces are going fast, with London almost fully booked, so secure your place now via the link below 👇 We’re experiencing unprecedented global change impacting clients’ investments. To help you have better conversations, we have brought together high-quality asset managers Artemis Investment Management, BNY Investments and Premier Miton Investors to discuss what the future may bring. Don't miss out and join us at a UK location convenient to you. Spaces are limited, so secure your place today 👉 bit.ly/4dSP3ZT For professional clients only.

We are celebrating 5 years of Cirilium Blend with a special investor webinar. Join us on 6 November at 6pm GMT to hear from our portfolio managers, Ian Jensen-Humphreys and Sacha Chorley, on: ✅ Significant achievements and milestones of the Cirilium Blend Portfolios since launch. ✅ What drives these achievements. ✅ Their outlook on markets and how the portfolios are positioned for the future. Save your place 👉 bit.ly/3YiEPh0 The value of investments may go down as well as up and you may not get back the amount originally invested.

UK borrowing for September hit £16.6bn, a £2.1bn increase from September 2023, putting public sector net debt at 98.5% of the nation’s GDP. Our Investment Strategist, Lindsay James: “Although Rachel Reeves has promised that the UK will not see a return to austerity, a series of tax increases in one form or another are all but guaranteed at next week’s budget. "The chancellor has warned the UK public that there is a very large fiscal ‘black hole’ to be filled and has repeatedly indicated that difficult decisions will be necessary. "The mood has been bleak in the lead up to the budget, and while it remains to be seen how the market will react to any announcements, there are still some positives for the UK economy. [...] The Bank of England is expected to continue on its ‘slow and steady’ path with the potential for another 0.25% cut at its next monetary policy meeting, which could help to lift consumer confidence and provide a much needed boost to the economy.” Read the full article 👇

UK inflation has dropped below the Bank of England's (BoE) 2% target for the first time in three years, reaching 1.7% in September, down from 2.2% in August. This decline has boosted confidence in a second rate cut by the BoE. The largest detraction came from transport, especially air fares and motor fuels, while core CPI remained elevated at 3.2%, down from 3.6% in August. Our Investment Strategist, Lindsay James: “For the first time in more than three years inflation is back below the Bank of England’s 2% target. "With inflation falling below this level and the pace of wage growth slowing, the conditions appear ripe for another rate cut at the Bank of England’s next decision in early November, and maybe even the one after in December too. This will please the government in the run up to the hotly anticipated budget, where we are being repeatedly told tough decisions are to be announced, so any sliver of good economic news will likely be pounced upon." Read the full article 👇