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Quilter Cheviot International Portfolios market commentary – Q3 2024

The portfolio manager’s latest portfolio commentary.

Date: 01 November 2024

UK: Suitable for retail and professional clients.

Our market summary

Central banks took centre stage in Q3, as the Bank of England (BoE) and Federal Reserve (Fed) followed the European Central Bank (ECB) in delivering their first interest-rate cuts in over four years. Markets welcomed the moves with Wall Street and global stock benchmarks hitting fresh all-time highs. The Japanese Central Bank also raised interest rates, but quickly had to backtrack on further proposed increases following the turbulence prompted by the ’Yen carry trade’ phenomenon on 5 August, which caused the biggest correction in Japanese equities since 1987.

Continue reading the latest market commentary

Donnacha Fox

Deputy Head of Dublin Office