We partner with leading global fund managers, each specialising in a specific asset class. Watch below for their views on UK, US, and European equities as well as fixed income.
European (ex UK) equities
Marcus describes how European equities rebounded in 2025, driven by resilient earnings, fiscal support, and value in tech and industrials – despite currency and political headwinds.
UK equities
Andy highlights a strong first half for UK equities, policy shifts, takeover trends, buybacks and why the UK market could shine in the next six months and beyond.
Fixed income
George discusses how fixed income delivered strong returns in H1, despite volatility, with resilient fundamentals driving a preference for credit over rates, and Europe over the US.
US equities
John talks to volatility defining the first six months of the year, but strong performance, optimism for value stocks, financials, and manufacturing setting the stage for H2.
Investing in uncertain times
While markets are inherently unpredictable, this year has presented unique challenges. At Quilter, we pride ourselves on our long and successful history of guiding our customers through all market conditions.
To support you and your clients, we have curated a range of resources to support you.
