Claim OwnershipWeekly Comment - Markets Uncut
Subscribed: 4Played: 1
Subscribe
© All rights reserved
Description
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
161 Episodes
Reverse
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.
This week's host, James Coker, Investment Manager, discusses recent market developments with Richard Carter, Head of Fixed Interest Research. Among the topics discussed; tariff deals, US employment data and inflation.
This week's host, Investment Manager Harry Gibbon, discusses recent market developments with Richard Carter, Head of Fixed Interest Research, and Ben Barringer, Head of Technology Research. Among the topics discussed – Markets reacting to the latest EU-US trade deal, US stocks marginally outperforming last week, latest UK retail sales data, and much more.
This week’s host, Investment Manager James Coker, discusses recent market developments with regular podcast guest Chris Beckett, Head of Research. Among the topics discussed – Rachel Reeves and UK fiscal policy, uncertainty around Trump’s tariff threats, and the Federal Reserve’s monetary policy meeting.
This week's host, Investment Manager Chris Scott, discusses recent market developments with Ghaz Saleem, Fund Research Analyst, and William Howlett, Equity Research Analyst. Among the topics discussed – US markets rising on the back of positive employment data, UK markets rumbling amidst political rumours, and much more.
This week’s host, Investment Manager Andrew Cartwright, discusses recent market developments with regular podcast guest Richard Carter, Head of Fixed Interest Research, and Equity Research Analyst, Oli Creasey. Among the topics discussed – how recent conflicts have affected markets, property investments and much more.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 Responsible Investment Gemma Woodward, discusses the ups and downs of the past week with Head of Fixed Interest Research, Richard Carter and Senior Fund Research Analyst, Samir Shah. Among the topics discussed – the Middle East conflict, the UK government's growth agenda and more.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, Fraser Wilkinson discusses the ups and downs of the past week with Equity Research Analyst, Maurizio Carulli, and Head of Fixed Interest Research, Richard Carter. Among the topics discussed – the Middle East conflict and the impact on markets, oil price fluctuations and possible OPEC interventions, CPI outlook, and much more.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, discusses recent market developments with regular podcast guest Richard Carter, Head of Fixed Interest Research, and Head of Equity Research, Chris Beckett. Among the topics discussed – how markets have weathered the Trump-imposed tariff storm, the impact of consumer confidence on discretionary spending, and attractive opportunities found in defence.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.Read the Weekly Comment article: https://www.quiltercheviot.com/news-and-events/articles/weekly-comment-trump-not-going-quietly-on-tariffs/Subscribe to the Weekly Comment newsletter: https://www.quiltercheviot.com/subscribe/You can also find us on LinkedIn, Instagram and Facebook
This week’s host, Investment Manager Harry Gibbon, discusses recent market developments with regular podcast guest Richard Carter, Head of Fixed Interest Research, and Equity Research Analyst, Phil Ross. Among the topics discussed – latest on Trump imposed tariff aftermath, upcoming ECB interest rate decision, sustainable investment news and much more.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.Read the Weekly Comment article: https://www.quiltercheviot.com/news-and-events/articles/weekly-comment-trump-not-going-quietly-on-tariffs/Subscribe to the Weekly Comment newsletter: https://www.quiltercheviot.com/subscribe/You can also find us on LinkedIn, Instagram and Facebook
This week's host, Equity Research Analyst, Oli Creasey discusses the ups and downs of the past week with Equity Research Analyst, Maurizio Carulli, and Head of Fixed Interest Research, Richard Carter. Among the topics discussed – Worldwide markets recovering in light of President Donald Trump's change of stance on EU tariffs, US stocks underperforming while UK stocks outperforming on the week, inflation increasing sizeably in the UK, and much more.
This week’s host, Jack Bishop, Investment Manager, discusses an eventful week in the markets with Head of Fixed Interest Research, Richard Carter and Sheena Berry, Healthcare Equity Research Analyst.Among the topics discussed — the 90-day tariff pause between the US and China, recent US inflation data, the UK’s GDP growth of 0.70% in the first quarter of 2025, and Trump's executive order on lowering US drug prices and its impact on the healthcare sector, and much more.
This week’s host, Investment Manager Andrew Cartwright, discusses recent market trends and events with Richard Carter, Head of Fixed Interest Research. Key topics include UK rate cuts, trade deals and much more.
This week’s host, Investment Director, Caroline Langley discusses the ups and downs of the past week with Equity Research Analyst, Phil Ross, and Head of Fixed Interest Research, Richard Carter. Among the topics discussed – interest rate expectations, interpreting the latest PMI data, the impact of trade uncertainty on the renewable energy and utilities sectors, and much more.
Download from Google Play
Download from App Store
United States
This is a strategic move to position the company as a thought leader in the digital age. https://googledoodlebaseball.io/