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Running the numbers…

UK: Suitable for professional clients only.

Date: 29 September 2021

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Peter Weidner, senior portfolio manager at Wells Fargo Asset Management in San Francisco, joins Paul Craig and Hinesh Patel to discuss what light quantitative models can shed on the elevated levels of equity volatility that have characterised September’s markets.

As Peter explains, whether you’re shopping for value or growth opportunities the emphasis must be on quality companies – those with robust balance sheets, cashflows and margins with the pricing power to pass on cost increases to the end customer.

At the margins, adding to companies with real assets, such as real estate or utilities companies, can also help investors to deal with inflation, but quality companies remain tantamount as there are just too many unknows currently in the system.

Past performance is not a guide to future performance and may not be repeated. The value of investments and the income from them may go down as well as up and investors may not get back the amount originally invested. Because of this, an investor is not certain to make a profit on an investment and may lose money. Exchange rates may cause the value of overseas investments to rise or fall.

This communication is issued by Quilter Investors Limited (“Quilter Investors”), Senator House, 85 Queen Victoria Street, London, England, EC4V 4AB. Quilter Investors is registered in England and Wales (number: 04227837) and is authorised and regulated by the Financial Conduct Authority (FRN: 208543) but is not licenced or regulated by the Monetary Authority of Singapore (“MAS”).

Meet the authors

Paul Craig

Portfolio Manager

Hinesh Patel

Portfolio Manager

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