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Join regular podcast guest, Head of Fixed Interest Research, Richard Carter, and colleagues as they discuss the topics and trends that we have been exploring for you here at Quilter Cheviot in this weekly insight.
Quilter Cheviot is one of the UK’s largest discretionary investment management firms offering bespoke investment management. With offices in London and across the UK, as well as Jersey, a European office in Dublin and a DIFC branch in Dubai, Quilter Cheviot offers a comprehensive range of investment services.
Quilter Cheviot has developed investment solutions to meet the needs of more than 36,000 clients and designs portfolios which are tailored specifically to their requirements and risk profile. Transparency and trust are at the very heart of everything we do for our clients.
Risk warning: Capital at risk
Investors should remember that the value of investments, and the income from them, can go down as well as up. You may not recover what you invest. This commentary has been produced for information purposes only and isn’t intended to constitute financial advice; investments referred to may not be suitable for all recipients. Any mention of a specific security should not be interpreted as a solicitation to buy or sell a specific security.
To stay up to date with our thoughts on markets news, industry insights and our upcoming events and webinars visit our website www.quiltercheviot.com
Quilter Cheviot is one of the UK’s largest discretionary investment management firms offering bespoke investment management. With offices in London and across the UK, as well as Jersey, a European office in Dublin and a DIFC branch in Dubai, Quilter Cheviot offers a comprehensive range of investment services.
Quilter Cheviot has developed investment solutions to meet the needs of more than 36,000 clients and designs portfolios which are tailored specifically to their requirements and risk profile. Transparency and trust are at the very heart of everything we do for our clients.
Risk warning: Capital at risk
Investors should remember that the value of investments, and the income from them, can go down as well as up. You may not recover what you invest. This commentary has been produced for information purposes only and isn’t intended to constitute financial advice; investments referred to may not be suitable for all recipients. Any mention of a specific security should not be interpreted as a solicitation to buy or sell a specific security.
To stay up to date with our thoughts on markets news, industry insights and our upcoming events and webinars visit our website www.quiltercheviot.com
174 Episodes
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This week’s host, Investment Manager Andrew Jones is joined by Richard Carter, CFA, Head of Fixed Interest Research and Equity Research Analyst, Maurizio Carulli, to discuss recent market developments. Among the topics discussed: The new Japanese Government, a quiet week for the S&P 500, and what is going on with Gold?This is a marketing communication and is not independent investment research. Financial Instruments referred to are not subject to a prohibition on dealing ahead of the dissemination of marketing communications. Any reference to any securities or instruments is not a personal recommendation and it should not be regarded as a solicitation or an offer to buy or sell any securities or instruments mentioned in it. This material is not tax, legal or accounting advice and should not be relied on for tax, legal or accounting purposes. Quilter Cheviot does not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting adviser(s) before engaging in any transaction.
This week’s host, Investment Adviser Stephen Irwin is joined by Richard Carter, CFA, Head of Fixed Interest Research and Research Analyst, Billy Ewins, to discuss recent market developments. Among the topics discussed: the attractiveness of Greenland, precious metal's current volatility, Germany's renewal of fiscal spending and the strength of European equities. This is a marketing communication and is not independent investment research. Financial Instruments referred to are not subject to a prohibition on dealing ahead of the dissemination of marketing communications. Any reference to any securities or instruments is not a personal recommendation and it should not be regarded as a solicitation or an offer to buy or sell any securities or instruments mentioned in it. This material is not tax, legal or accounting advice and should not be relied on for tax, legal or accounting purposes. Quilter Cheviot does not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting adviser(s) before engaging in any transaction.
This week’s host, Investment Manager Jack Bishop is joined by Richard Carter, CFA, Head of Fixed Interest Research and Simon Woodacre, Fund Research Analyst, to discuss recent market developments. They unpack a turbulent period shaped by geopolitical theatrics, central bank manoeuvring and shifting global market dynamics. Our fixed income and Japanese equities experts break down the key developments from Davos to Tokyo — including Trump driven volatility, UK inflation trends, and Japan’s evolving monetary landscape — offering a grounded perspective on what these events mean for investors in the months ahead.This is a marketing communication and is not independent investment research. Financial Instruments referred to are not subject to a prohibition on dealing ahead of the dissemination of marketing communications. Any reference to any securities or instruments is not a personal recommendation and it should not be regarded as a solicitation or an offer to buy or sell any securities or instruments mentioned in it. This material is not tax, legal or accounting advice and should not be relied on for tax, legal or accounting purposes. Quilter Cheviot does not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting adviser(s) before engaging in any transaction.
This week’s host, Investment Manager James Coker is joined by Richard Carter, CFA, Head of Fixed Interest Research and William Howlett, Equity Research Analyst, to discuss recent market developments. Among the topics discussed: Trump's antics in Iran and Greenland, macro highlights, US bank reports and who is allowed to set Credit card interest rates?This is a marketing communication and is not independent investment research. Financial Instruments referred to are not subject to a prohibition on dealing ahead of the dissemination of marketing communications. Any reference to any securities or instruments is not a personal recommendation and it should not be regarded as a solicitation or an offer to buy or sell any securities or instruments mentioned in it. This material is not tax, legal or accounting advice and should not be relied on for tax, legal or accounting purposes. Quilter Cheviot does not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting adviser(s) before engaging in any transaction.
This week’s host, Investment Manager Fraser Wilkinson is joined Maurizio Carulli, Head of Commodity and Equity Research Analyst, to discuss recent market developments. Among the topics discussed: Thoughts on the Rio Tinto and Glencore merger, how commodity companies are managing the current Geopolitical tensions, why oil prices are not matching inflation and what are the upcoming commodity prospects.This is a marketing communication and is not independent investment research. Financial Instruments referred to are not subject to a prohibition on dealing ahead of the dissemination of marketing communications. Any reference to any securities or instruments is not a personal recommendation and it should not be regarded as a solicitation or an offer to buy or sell any securities or instruments mentioned in it. This material is not tax, legal or accounting advice and should not be relied on for tax, legal or accounting purposes. Quilter Cheviot Limited does not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting adviser(s) before engaging in any transaction.
This week’s host, Charities Director Charles Mesquita is joined by Richard Carter, CFA, Head of Fixed Interest Research and Alan Mcintosh, Chief Investment Officer, to discuss recent market developments. Among the topics discussed: A brief 2025 recap, Venezuela, Europe’s Santa rally, US data doubts and 2026 predictions.This is a marketing communication and is not independent investment research. Financial Instruments referred to are not subject to a prohibition on dealing ahead of the dissemination of marketing communications. Any reference to any securities or instruments is not a personal recommendation and it should not be regarded as a solicitation or an offer to buy or sell any securities or instruments mentioned in it. This material is not tax, legal or accounting advice and should not be relied on for tax, legal or accounting purposes. Quilter Cheviot Limited does not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting adviser(s) before engaging in any transaction.
This week’s host, Investment Adviser Stephen Irwin is joined by Richard Carter, CFA, Head of Fixed Interest Research and Matthew Dorset, Equity Research Analyst, to discuss recent market developments. Among the topics discussed: The drivers behind the continuous surging public debt, how much debt is too much debt?, the potential impact of peace deals on the defence sector and where are the current best investment opportunities in the defence sector?This is a marketing communication and is not independent investment research. Financial Instruments referred to are not subject to a prohibition on dealing ahead of the dissemination marketing communications. Any reference to any securities or instruments is not a personal recommendation and it should not be regarded as a solicitation or an offer to buy or sell any securities or instruments mentioned in it. This material is not tax, legal or accounting advice and should not be relied on for tax, legal or accounting purposes. Quilter Cheviot Limited does not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting adviser(s) before engaging in any transaction.
This week’s host, Investment Manager Matthew Dawson is joined by Richard Carter, CFA, Head of Fixed Interest Research and Mamta Valechha, Equity Research Analyst, to discuss recent market developments. Among the topics discussed: less tax raises than expected, US investors' views on the UK's fiscal plan, the Bank of England's attempts to reduce future inflation and the potential consumer impact of the Budget.This is a marketing communication and is not independent investment research. Financial Instruments referred to are not subject to a prohibition on dealing ahead of the dissemination marketing communications. Any reference to any securities or instruments is not a personal recommendation and it should not be regarded as a solicitation or an offer to buy or sell any securities or instruments mentioned in it. This material is not tax, legal or accounting advice and should not be relied on for tax, legal or accounting purposes. Quilter Cheviot Limited does not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting adviser(s) before engaging in any transaction.
This week’s host Investment Manager Carl Millard is joined by Richard Carter, CFA, Head of Fixed Interest Research and Ben Barringer, Head of Technology Research, to discuss recent market developments. Among the topics discussed: AI company valuations risk a correction, Open AI and their mega deals with companies, global markets are down and bond yields fell in the US but stayed high in the UK.This is a marketing communication and is not independent investment research. Financial Instruments referred to are not subject to a prohibition on dealing ahead of the dissemination marketing communications. Any reference to any securities or instruments is not a personal recommendation and it should not be regarded as a solicitation or an offer to buy or sell any securities or instruments mentioned in it. This material is not tax, legal or accounting advice and should not be relied on for tax, legal or accounting purposes. Quilter Cheviot Limited does not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting adviser(s) before engaging in any transaction.
This week’s host, Charities Director, Charles Mesquita is joined by Richard Carter, CFA, Head of Fixed Interest Research to discuss recent market developments. Among the topics discussed: US Government shutdown ends, Interest rate uncertainty dominates, Global equities edge higher with Europe outperforming and a rise in bond yields.This is a marketing communication and is not independent investment research. Financial Instruments referred to are not subject to a prohibition on dealing ahead of the dissemination marketing communications. Any reference to any securities or instruments is not a personal recommendation and it should not be regarded as a solicitation or an offer to buy or sell any securities or instruments mentioned in it. This material is not tax, legal or accounting advice and should not be relied on for tax, legal or accounting purposes. Quilter Cheviot Limited does not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting adviser(s) before engaging in any transaction.
This week’s host Investment Manager Andrew Cartwright is joined by Richard Carter, CFA, Head of Fixed Interest Research and William Howlett, Equity Research Analyst, to discuss recent market developments. Topics include whether the US government shutdown is finally close to ending, predictions for the UK budget statement, and the strong performance of US tech firms compared to the struggles of US regional banks.This is a marketing communication and is not independent investment research. Financial Instruments referred to are not subject to a prohibition on dealing ahead of the dissemination marketing communications. Any reference to any securities or instruments is not a personal recommendation and it should not be regarded as a solicitation or an offer to buy or sell any securities or instruments mentioned in it. This material is not tax, legal or accounting advice and should not be relied on for tax, legal or accounting purposes. Quilter Cheviot Limited does not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting adviser(s) before engaging in any transaction.
This week’s host Investment Manager Marius Hutcheson is joined by Richard Carter, CFA, head of Fixed Interest Research and Mamta Valechha, Equity Research Analyst, to discuss recent market developments. Among the topics discussed: US interest rate cut, a sharp rise in the UK government borrowing, the Magnificent Seven's impressive earnings, and Amazon's success including AWS (Amazon Web Services) regaining the lead across the hyperscalers.This is a marketing communication and is not independent investment research. Financial Instruments referred to are not subject to a prohibition on dealing ahead of the dissemination marketing communications. Any reference to any securities or instruments is not a personal recommendation and it should not be regarded as a solicitation or an offer to buy or sell any securities or instruments mentioned in it. This material is not tax, legal or accounting advice and should not be relied on for tax, legal or accounting purposes. Quilter Cheviot Limited does not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting adviser(s) before engaging in any transaction.
This week’s host Investment Adviser Darragh Moore is joined by Tim Armitage, Investment Strategist, to discuss recent market developments. Among the topics discussed: the US-China Trade effect, strong equity performances, US inflation and the key upcoming events likely to shape market sentiment.This is a marketing communication and is not independent investment research. Financial Instruments referred to are not subject to a prohibition on dealing ahead of the dissemination marketing communications. Any reference to any securities or instruments is not a personal recommendation and it should not be regarded as a solicitation or an offer to buy or sell any securities or instruments mentioned in it. This material is not tax, legal or accounting advice and should not be relied on for tax, legal or accounting purposes. Quilter Cheviot Limited does not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting adviser(s) before engaging in any transaction.
This week’s host Investment Manager Andrew Jones joins Richard Carter, Head of Fixed Interest Research and Maurizio Carulli, Equity Research Analyst, to discuss recent market developments. Among the topics discussed: continued US government shutdown, US bank loan issues, a spike in Copper and some French stability.This is a marketing communication and is not independent investment research. Financial Instruments referred to are not subject to a prohibition on dealing ahead of the dissemination marketing communications. Any reference to any securities or instruments is not a personal recommendation and it should not be regarded as a solicitation or an offer to buy or sell any securities or instruments mentioned in it. This material is not tax, legal or accounting advice and should not be relied on for tax, legal or accounting purposes. Quilter Cheviot Limited does not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting adviser(s) before engaging in any transaction.
This week’s host, Investment Manager Oswald Oduntan, is joined by Richard Carter, CFA, Head of Fixed Interest Research, and Ben Barringer, Global Head of Technology Research and Investment Strategist to discuss recent market developments. Among the topics discussed: the flaring US-China trade tensions, a surge in Gold, European political uncertainty and UK initial public offering showing signs of life.This is a marketing communication and is not independent investment research. Financial Instruments referred to are not subject to a prohibition on dealing ahead of the dissemination marketing communications. Any reference to any securities or instruments is not a personal recommendation and it should not be regarded as a solicitation or an offer to buy or sell any securities or instruments mentioned in it. This material is not tax, legal or accounting advice and should not be relied on for tax, legal or accounting purposes. Quilter Cheviot Limited does not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting adviser(s) before engaging in any transaction.
This week’s host, Head of Managed Portfolio Services Simon Doherty, is joined by Richard Carter, CFA, head of Fixed Interest Research, and Jarek Pominkiewicz, Equity Research Analyst, specialising in capital goods and industrials companies across the UK, Europe and the US to discuss recent market developments. Among the topics discussed: the US government shutdown, the new Japanese Prime Minister, stimulus spending in Germany and a French political crisis?This is a marketing communication and is not independent investment research. Financial Instruments referred to are not subject to a prohibition on dealing ahead of the dissemination marketing communications. Any reference to any securities or instruments is not a personal recommendation and it should not be regarded as a solicitation or an offer to buy or sell any securities or instruments mentioned in it. This material is not tax, legal or accounting advice and should not be relied on for tax, legal or accounting purposes. Quilter Cheviot Limited does not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting adviser(s) before engaging in any transaction.
This week’s host, Investment Manager Jack Bishop joins Richard Carter, head of Fixed Interest Research and William Howlett, Equity Research Analyst, to discuss recent market developments. Among the topics discussed: diverging Fed views, a softening US labour market, and resilient growth, whilst over in Europe fiscal pressures mount in both the UK and France, with banks in the spotlight facing new margin challenges and potential tax threats.This is a marketing communication and is not independent investment research. Financial Instruments referred to are not subject to a prohibition on dealing ahead of the dissemination marketing communications. Any reference to any securities or instruments is not a personal recommendation and it should not be regarded as a solicitation or an offer to buy or sell any securities or instruments mentioned in it. This material is not tax, legal or accounting advice and should not be relied on for tax, legal or accounting purposes. Quilter Cheviot Limited does not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting adviser(s) before engaging in any transaction.
This week's host, Oli Creasey, Head of Property Research, joins Richard Carter, Head of Fixed Interest Research, to discusses recent market developments. Among the topics discussed; Fed rate cuts, what the upcoming UK labour budget means for the gilt market and the economic impact of France's vote of no confidence.
This week's host, Investment Manager Fraser Wilkinson, discusses recent market developments with Richard Carter, Head of Fixed Interest Research. Among the topics discussed – UK bond yields rising to alarming levels, the impact of rising yields on portfolios, latest political turmoil in France, and much more.
This week's host, Jack Bishop, Investment Manager, joins Richard Carter, Head of Fixed Interest Research and Carly Moorhouse, Research Analyst covering Asia and Emerging Markets, to discuss recent market developments. Among the topics discussed; Nvidia and AMD to pay 15% of China chip sales to US, Trump's 90 day extension with China and Q2 UK GDP data.This is a marketing communication and is not independent investment research. Financial Instruments referred to are not subject to a prohibition on dealing ahead of the dissemination marketing communications. Any reference to any securities or instruments is not a personal recommendation and it should not be regarded as a solicitation or an offer to buy or sell any securities or instruments mentioned in it. This material is not tax, legal or accounting advice and should not be relied on for tax, legal or accounting purposes. Quilter Cheviot Limited does not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting adviser(s) before engaging in any transaction.
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