Weekly Comment - Markets Uncut
Business & Economics Podcasts
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
Location:
United States
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
Language:
English
Episodes
Weekly Comment- Markets Uncut - 13.05.2024
5/14/2024
Weekly Comment- Markets Uncut - 13.05.2024
This week’s host, Investment Manager, Jack Bishop is joined by
Head of fixed interest research, Richard Carter and Samir Shah, investment analyst to discuss Bank of England rates, UK market, GDP data 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-stocks-extend-their-push-higher/
Subscribe to the Weekly Comment newsletter: https://www.quiltercheviot.com/subscribe/
You can also find us on LinkedIn, Instagram and Twitter
Duration:00:15:10
Weekly Comment- Markets Uncut - 07.05.2024
5/9/2024
Weekly Comment- Markets Uncut - 07.05.2024
This week’s host, Investment Manager, Harry Gibbon discusses the ups and downs of the past week with Head of Fixed Interest Research, Richard Carter and Carly Moorhouse, Fund Research Analyst. Among the topics discussed – local elections and US interest rate expectations.
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-surge-in-tech-stocks-ends-losing-streaks/
Subscribe to the Weekly Comment newsletter: https://www.quiltercheviot.com/subscribe/
You can also find us on LinkedIn, Instagram and Twitter
Duration:00:18:02
Weekly Comment- Markets Uncut - 29.04.2024
5/1/2024
Weekly Comment- Markets Uncut - 29.04.2024
This week’s host, Investment Manager, Oswald Oduntan is joined by Richard Carter, Head of Fixed Interest Research and Sheena Berry, Equity Research Analyst. This week’s podcast will discuss the contrast between US and UK markets following the FTSE 100 recent all-time high, interest rate cuts 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-surge-in-tech-stocks-ends-losing-streaks/
Subscribe to the Weekly Comment newsletter: https://www.quiltercheviot.com/subscribe/
You can also find us on LinkedIn, Instagram and Twitter
Duration:00:12:26
Weekly Comment- Markets Uncut - 22.04.2024
4/24/2024
Weekly Comment- Markets Uncut - 22.04.2024
This week’s host, Head of Property Research, Oli Creasey CFA discusses the ups and downs of the past week with Head of Fixed Interest Research, Richard Carter, CFA, and Research Analyst, William Howlett. Among the topics discussed – inflation, interest rates and what markets will focus on next.
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.
Read the Weekly Comment article: https://www.quiltercheviot.com/news-and-events/articles/weekly-comment-global-markets-pull-back-as-geopolitical-tensions-rise/
Subscribe to the Weekly Comment newsletter: https://www.quiltercheviot.com/subscribe/
You can also find us on LinkedIn, Instagram and Twitter
Duration:00:17:56
Weekly Comment- Markets Uncut - 15.04.2024
4/17/2024
Weekly Comment- Markets Uncut - 15.04.2024
This week's host Investment Manager, Jack Bishop is joined by regular commentator and Head of Fixed Interest Research, Richard Carter, alongside Jamie Maddock, Global Equity Research Analyst to discuss interest rates, high valuations, US banks 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.
Read the Weekly Comment article: https://www.quiltercheviot.com/news-and-events/articles/weekly-comment-markets-consolidate-as-investors-take-stock/?memberurlid=2A58566365042P4241
Subscribe to the Weekly Comment newsletter: https://www.quiltercheviot.com/subscribe/
You can also find us on LinkedIn, Instagram and Twitter
Duration:00:24:56
Weekly Comment- Markets Uncut- 25.03.2024
3/27/2024
Weekly Comment- Markets Uncut - 25.03.2024
This week’s host, Investment Manager, Chris Scott is joined by Richard Carter, Head of Fixed Interest Research. This week’s podcast will discuss the inflation data following a busy week for the central banks with an indication rate cuts are in the not too distant future.
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-markets-rise-on-summer-rate-cut-expectations/
Subscribe to the Weekly Comment newsletter: https://www.quiltercheviot.com/subscribe/
You can also find us on LinkedIn, Instagram and Twitter
Duration:00:08:40
Weekly Comment- Markets Uncut - 18.03.2024
3/19/2024
Weekly Comment- Markets Uncut - 18.03.2024
This week's host, Head of Fixed Interest Research, Richard Carter discusses the ups and downs of the past week with Investment Manager Andrew Cartwright and Equity Research Analyst, Tom Gilbey. Among the topics discussed – inflation, interest rates and what markets will focus on next.
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-markets-pull-back-ahead-of-central-bank-decisions/
Subscribe to the Weekly Comment newsletter: https://www.quiltercheviot.com/subscribe/
You can also find us on LinkedIn, Instagram and Twitter
Duration:00:15:43
Weekly Comment- Markets Uncut - 11.03.2024
3/19/2024
Weekly Comment- Markets Uncut - 11.03.2024
This week’s host, Investment Manager, Simon Doherty is joined by Head of Fixed Interest Research, Richard Carter, CFA Carter and Samir Shah, Investment Analyst to discuss UK budget, US polls, Bank of England rate cuts, non-farm payrolls 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://bit.ly/48Ne3iU
Subscribe to the Weekly Comment newsletter: https://www.quiltercheviot.com/subscribe/
You can also find us on LinkedIn, Instagram and Twitter
Duration:00:15:29
Weekly Comment- Markets Uncut - 26.02.2024
2/28/2024
Weekly Comment- Markets Uncut - 26.02.2024
This week’s host, Investment Manager Jack Bishop, catches up with Head of Fixed Interest Research, Richard Carter and Equity Research Analyst, William Howlett. Among the topics discussed – Nvidia’s stellar results, interest rate cuts 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-nvidia-sends-us-market-to-new-highs/
Subscribe to the Weekly Comment newsletter: https://www.quiltercheviot.com/subscribe/
You can also find us on LinkedIn, Instagram and Twitter
Duration:00:20:31
Weekly Comment- Markets Uncut - 19.02.2024
2/21/2024
Weekly Comment- Markets Uncut - 19.02.2024
This week’s host, Executive Director, Fraser Wilkinson is joined by Richard Carter, Head of Fixed Interest Research and Oli Creasey, Head of Property Research. This week’s podcast will discuss US inflation concerns, UK’s recession 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.
Read the Weekly Comment article: https://www.quiltercheviot.com/news-and-events/articles/weekly-comment-us-inflation-concerns/
Subscribe to the Weekly Comment newsletter: https://www.quiltercheviot.com/subscribe/
You can also find us on LinkedIn, Instagram and Twitter
Duration:00:17:49
Weekly Comment- Markets Uncut - 05.02.2024
2/6/2024
Weekly Comment- Markets Uncut - 05.02.2024
This week’s host, Property Analyst, Oli Creasey discusses the ups and downs of the past week with Head of Fixed Interest Research, Richard Carter and Healthcare equity analyst, Sheena Berry. Among the topics discussed – central banks and rate cuts, Chinese economic data and healthcare results.
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-european-rally-lifts-stocks-into-positive-territory/
Subscribe to the Weekly Comment newsletter: https://www.quiltercheviot.com/subscribe/
You can also find us on LinkedIn, Instagram and Twitter
Duration:00:19:00
Weekly Comment- Markets Uncut - 29.01.2024
1/31/2024
Weekly Comment- Markets Uncut - 29.01.2024
This week’s host, Investment Manager, Andrew Cartwright discusses the ups and downs of the past week with Head of Fixed Interest Research, Richard Carter and Fund Research Analyst, Matt Ennion. Among the topics discussed – the upcoming Federal Reserve and Bank of England interest rate decisions, infrastructure investments and Eurozone interests remaining unchanged at their highest levels on record.
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-european-rally-lifts-stocks-into-positive-territory/
Subscribe to the Weekly Comment newsletter: https://www.quiltercheviot.com/subscribe/
You can also find us on LinkedIn, Instagram and Twitter
Duration:00:21:45
Weekly Comment- Markets Uncut - 22.01.2024
1/24/2024
Weekly Comment- Markets Uncut - 22.01.2024
This week’s host, Investment Manager Anthony Webb, catches up with Head of Fixed Interest Research, Richard Carter and Ben Barringer, Senior Equity Analyst. Among the topics discussed – World Economic Forum meeting in Davos, inflation and tech stocks pushing U.S. markets to all-time highs.
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.
Read the Weekly Comment article: https://www.quiltercheviot.com/news-and-events/articles/weekly-comment-us-stocks-rally-to-hit-all-time-high/
Subscribe to the Weekly Comment newsletter: https://www.quiltercheviot.com/subscribe/
You can also find us on LinkedIn, Instagram and Twitter
Duration:00:17:35
Weekly Comment- Markets Uncut - 15.01.2024
1/18/2024
Weekly Comment- Markets Uncut - 15.01.2024
This week’s host, Investment Manager, Edilson Shahini is joined by Richard Carter, Head of Fixed Interest Research and Chris Beckett, Head of Equity Research. This week’s podcast will discuss the implications of the Taiwan, China and US relationships, the latest inflation data 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.
Read the Weekly Comment article: https://www.quiltercheviot.com/news-and-events/articles/weekly-comment-stocks-recover-from-slow-start/
Subscribe to the Weekly Comment newsletter: https://www.quiltercheviot.com/subscribe/
You can also find us on LinkedIn, Instagram and Twitter
Duration:00:16:09
Weekly Comment- Markets Uncut - 08.01.2024
1/15/2024
Weekly Comment- Markets Uncut - 08.01.2024
This week’s host, Investment Manager, Chris Scott discusses the ups and downs of the past week with Head of Fixed Interest Research, Richard Carter and Carly Moorhouse, Fund Research Analyst. Among the topics discussed – inflation, interest rates and what markets will focus on next.
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.
Read the Weekly Comment article: https://www.quiltercheviot.com/news-and-events/articles/weekly-comment-stocks-pull-back-at-start-of-2024/
Subscribe to the Weekly Comment newsletter: https://www.quiltercheviot.com/subscribe/
You can also find us on LinkedIn, Instagram and Twitter
Duration:00:12:58
Weekly Comment- Markets Uncut - 04.12.2023
12/8/2023
Weekly Comment- Markets Uncut - 04.12.2023
This week’s host, Investment Manager Andrew Cartwright discusses the ups and downs of the past week with Head of Fixed Interest Research, Richard Carter and Carly Moorhouse, Fund Research Analyst. Among the topics discussed – the UK housing market, inflation decline 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.
Read the Weekly Comment article: https://www.quiltercheviot.com/news-and-events/articles/weekly-comment-markets-buoyant-at-end-of-stellar-november/?memberurlid=2S56887695389P3599
Subscribe to the Weekly Comment newsletter: https://www.quiltercheviot.com/subscribe/
You can also find us on LinkedIn, Instagram and Twitter
Duration:00:19:56
Weekly Comment- Markets Uncut - 28.11.2023
11/30/2023
Weekly Comment- Markets Uncut - 28.11.2023
This week’s host, Investment Manager, Oswald Oduntan, discusses the Autumn statement released by Jeremy Hunt last week with regular guest, Richard Carter, Head of Fixed Interest Research and Equity Research Analysis, Ben Barringer. Among the topics discussed – the UK and US stock markets, business tax cuts 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.
Read the Weekly Comment article: https://www.quiltercheviot.com/news-and-events/articles/weekly-comment-stocks-make-further-gains/
Subscribe to the Weekly Comment newsletter: https://www.quiltercheviot.com/subscribe/
You can also find us on LinkedIn, Instagram and Twitter
Duration:00:16:52
Weekly Comment- Markets Uncut - 21.11.2023
11/24/2023
Weekly Comment- Markets Uncut - 21.11.2023
This week’s host, Head of Property Research, Ollie Creasey discusses the ups and downs of the past week with Head of Fixed Interest Research, Richard Carter and Chris Beckett, Head of Equity Research specializing in the banking and finance sector. Among the topics discussed – inflation, interest rates and what markets will focus on next.
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.
Read the Weekly Comment article: https://www.quiltercheviot.com/news-and-views/articles/weekly-comment-robust-performance-from-stock-markets//
Subscribe to the Weekly Comment newsletter: https://www.quiltercheviot.com/subscribe/
You can also find us on LinkedIn, Instagram and Twitter
Duration:00:18:57
Weekly Comment- Markets Uncut - 13.11.2023
11/16/2023
Weekly Comment- Markets Uncut - 13.11.2023
This week’s host, Investment Manager, Jack Bishop is joined by regular commentator and Head of Fixed Interest Richard Carter, alongside Quilter Cheviot's Consumer Discretionary analyst Mamta Valechha to discuss both equity and bond markets peak rates. Among the topics discussed: Gilts, International banks, UK election 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.
Read the Weekly Comment article: https://www.quiltercheviot.com/news-and-views/articles/weekly-comment-uk-markets-drive-higher/
Subscribe to the Weekly Comment newsletter: https://www.quiltercheviot.com/subscribe/
You can also find us on LinkedIn, Instagram and Twitter
Duration:00:16:36
Weekly Comment- Markets Uncut - 06.11.2023
11/9/2023
Weekly Comment- Markets Uncut - 06.11.2023
This week’s host, Head of MPS, Simon Doherty discusses the ups and downs of the past week with Head of Fixed Interest Research, Richard Carter, CFA and Jamie Maddock, PhD, CFA, Equity Research Analyst. Among the topics discussed – falling US benchmarks, Bank of England base rate expectations 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.
Read the Weekly Comment article: https://www.quiltercheviot.com/news-and-views/articles/weekly-comment-stocks-extend-slide-despite-strong-us-growth/
Subscribe to the Weekly Comment newsletter: https://www.quiltercheviot.com/subscribe/
You can also find us on LinkedIn, Instagram and Twitter
Duration:00:19:58