Quilter Cheviot
- Banking
Stock Spotlight: SocGen share price revival hopes flounder as fresh strategy disappoints
France’s third-largest bank saw its shares fall by 12.6% on 18 September, after its newly appointed CEO Slawomir Krupa said…
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UK recession ‘can still be avoided’ as GDP grows 0.2% in Q2
The ONS also adjusted figures for Q1, resulting in an uplift to the original estimate of 0.1%, to 0.3%. Growth…
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‘Investors spooked’: Rishi Sunak confirms speech on the future of UK’s net zero plans
Prime Minister Rishi Sunak last night confirmed he will give a major speech within days on the future of the…
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Quilter Cheviot calls for overhaul of investment trust sector governance
During the first phase of its long-term engagement, Quilter Cheviot met with the chairs and other non-executive directors (NEDs) of…
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Stock Spotlight: US drug price negotiation not an immediate threat to Pfizer
President Joe Biden’s Inflation Reduction Act passed in 2022, a feature of which sought to bring down drug costs for…
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Deep Dive: REIT investors must weigh rate hikes and potential credit crunch
Speaking to Investment Week, Todd Kellenberger, REIT client portfolio manager at Principal Asset Management, said these two issues must be…
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Stock Spotlight: Philips healthcare pivot struggles to pay off
Since making massive leaps such as the invention of the compact cassette tape and co-developing the CD with Sony, the…
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Core inflation remains ‘stubborn’ despite falling headline figure
Danni Hewson, head of financial analysis at AJ Bell, noted the introduction of the new energy price cap was “primarily…
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Stock Spotlight: $1trn Nvidia ‘go-to solution for generative AI’
Nvidia briefly hit a $1trn market cap in late May, the first AI chip maker to reach the milestone and…
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Losing trust: The ebb and flow of investment trust sentiment
We all know that most things in the world of asset management are cyclical, and sentiment towards the sector can…
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