Quilter Investors

Our Cirilium portfolios have partnered with State Street (SSGA) to launch a hedge fund tracker, aiming to deliver returns similar to hedge funds with increased liquidity and lower costs. Cirilium Portfolio Manager, Sacha Chorley: "We’re pleased to partner with SSGA to offer our passive fund of fund clients access to the diversification benefits of alternatives. "Historically, there has been a lack of availability of passive exposures of the alternatives universe, and SSGA has developed a unique replication methodology that captures the essence of the alternatives universe with minimal complexity. We are excited to work with SSGA to bring this innovative solution to our clients." Read the full announcement 👇

The UK economy came to a standstill in July, with 0% growth after a strong first half of 2024. The services sector was the only one to grow, while production and construction declined. Economic growth has been at the heart of Labour’s agenda, with Keir Starmer claiming wealth creation is his “number one priority“. Our Investment Strategist, Lindsay James: "The government needs to be careful not to overcorrect with its narrative around tax rises and the potential this has to put off investment." Read the full article 👇

In this article, our Investment Strategist, Lindsay James, reflects on the latest market moves and volatility. Overall, despite positive economic data, investor sentiment remains fragile, with concerns about potential recessions. For Lindsay's analysis on the current economic trends and how they impact investor sentiment, read the full article 👇

What effect will the Labour Party’s economic policies have on growth? We have surveyed some of our leading fund partners on this and other key market topics in our second investor trends survey. Read the results 👉 bit.ly/46JoVPf For professional clients only. The value of investments may go down as well as up.

Not sure what markets will do next? Get the experts’ view, all in one place. Our unique survey condenses the opinions of leading groups on topics from elections and the Magnificent 7, to interest rates. Read the results 👉 bit.ly/46JoVPf For professional clients only. The value of investments may go down as well as up.

We're excited to welcome Alex Daniels to our team as a Research Analyst Manager. Alex, a Top 30 Under 30 analyst, joins us from Bordier & Cie and will be focusing on researching equity funds for our multi-asset portfolios. Our Head of Research Manager, Kristian Cassar: "We see significant scope particularly for sustainable thematic investing over the long term and I believe Alex’s experience and track record will help us with identifying an extensive range of opportunities." This addition follows our recent hires, including Adrian Todd and Lindsay James, as we continue to expand our investment team. Read the full announcement 👇

Missed our recent quarterly webinars? Don’t worry, you can watch them on-demand! Our investment experts share valuable market insights, discuss the outlook for investors and explain how we are positioning our portfolios for the challenges and opportunities that lie ahead. Watch the webinars in full > bit.ly/4frPCfg For professional clients only. The value of investments may go down as well as up.

Our investor trends survey polled leading fund groups on their views on key market topics of today. From elections and the Magnificent 7 to key market data points such as inflation and interest rates, read where there is consensus and where views differ. Read the results 👉 bit.ly/46JoVPf For professional clients only. The value of investments may go down as well as up.

As anticipated by many wealth managers, last week’s market volatility ended on a high note with stock markets rising, thanks to new US jobless data that calmed fears. For our Investment Strategist Lindsay James, diversifying your portfolio to mitigate risks is key, especially with the recent volatility affecting the ‘Magnificent Seven’ tech stocks: "When you look at performance since July, you can see some of the Magnificent Seven stocks are down about 18%. "By contrast, the equal-weighted index in the US is only down about 2% and you’ve got other assets, like small-cap value stocks, which are actually up." Read the full article 👇 For professional clients only. The value of investments may go down as well as up.

Join Helen Bradshaw and CJ Cowan as they look back on five successful years of managing the Monthly Income Portfolios. They’ll also recap on the income paid over the last financial year and discuss their income forecasts for the current financial year, to give you a greater understanding of the income levels your clients might expect to receive. Watch on demand now 👉 bit.ly/3LUK7Iy For professional clients only. The value of investments may go down as well as up.