Taking Stock - After The Bell
Business & Economics Podcasts
Join us in our bi-weekly podcast series, hosted by Quilter Cheviot Investment Managers Jonathan Raymond and James Hughes, as they debate the latest market movements of the week. For UK distribution only. 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. Quilter Cheviot and Quilter Cheviot Investment Management are trading names of Quilter Cheviot Limited. Quilter Cheviot Limited is registered in England with number 01923571, registered office at Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Quilter Cheviot Limited is a member of the London Stock Exchange and authorised and regulated by the UK Financial Conduct Authority.
Location:
United States
Description:
Join us in our bi-weekly podcast series, hosted by Quilter Cheviot Investment Managers Jonathan Raymond and James Hughes, as they debate the latest market movements of the week. For UK distribution only. 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. Quilter Cheviot and Quilter Cheviot Investment Management are trading names of Quilter Cheviot Limited. Quilter Cheviot Limited is registered in England with number 01923571, registered office at Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Quilter Cheviot Limited is a member of the London Stock Exchange and authorised and regulated by the UK Financial Conduct Authority.
Language:
English
Episodes
Buying Exceptional Companies
4/30/2024
We were thrilled to talk to Tom Slater and Claire Shaw, Manager and Portfolio Director of Scottish Mortgage Investment Trust. We discuss buying and owning some of the world's most exceptional businesses, both listed on public markets and held privately, and some of the exciting opportunities they have in the portfolio.
Duration:00:49:04
Land of the Rising Stockmarket
4/12/2024
This week we are joined by Nick Wood, QC's Head of Fund Research, to discuss the resurgence in the Japanese equity market after a prolonged bear market and the opportunity for investors going forward.
Duration:00:49:19
Lessons from a 40-year career
3/8/2024
Soon-to-retire Quilter Cheviot Chief Investment Strategist, Alan McIntosh joins us for some fascinating insight and highlights from his 40-year career in fund management and gives some excellent advice for those embarking on their investing journey today.
Duration:00:55:07
Blind Date for Stocks
2/23/2024
QC Research Analysts Sheena Berry and Ben Barringer join us to discuss the current earnings season and look under the bonnet of a few of the stocks in their sectors.
Duration:00:49:23
American Exceptionalism
2/9/2024
On episode 25, we are delighted to be joined by Anthony Kingsley, the Chief Investment Officer at Findlay Park Partners and co-manager of the firm’s American Fund. We discuss some of the reasons why US equities have consistently outperformed other markets and their enduring advantages and touch on some of the areas they find interesting.
Duration:00:43:48
We Love Bonds
1/31/2024
James and I are joined by Quilter Cheviot's 'Bond Man' Richard Carter. Fixed interest markets have undergone a sea change in the last two years with interest rates rising sharply and bond yields rising sharply. We discuss whether inflation was in fact 'transitory' after all, why we've not seen a recession despite widespread predictions for one (guilty as charged) and touch on some of the opportunities in bond markets.
Duration:00:37:38
What a Year!
1/12/2024
James and I take a look back at what happened in 2023 and highlight areas where investors did well and those areas that were more of a challenge. It was a good year for investors in the end but not all plain sailing. We also tried to look into our crystal balls at what 2024 might bring and Hughesy brings us up to speed with his New Years’ Resolutions.
Duration:00:40:31
Profits (Growth) Means Prizes
12/18/2023
Freddie Lait, the Managing Partner at Latitude Investment Management, joins us to discuss the importance of earnings growth to equity returns, the 'Magnificent 7', the risk to profit margins and some of the areas of the market where he has found value.
Duration:00:43:39
Autumn Statement Damp Squib
12/8/2023
We are joined by Ian Cook, Financial Planner, to discuss the what little news there was from the Autumn Statement. We also delve into the world of financial planning and discuss some of the hand-holding that investors inevitably need on their investing journey.
Duration:01:01:09
Peak Rates?
11/24/2023
We discuss some of the big moves seen in markets following the lower-than-anticipated inflation figures from both sides of the Atlantic and softening in interest rate expectations. We touch on the continued outperformance of the US equity market and discuss the potential opportunity in UK Smaller Companies.
Duration:00:42:15
Reasons for Optimism
11/10/2023
The pod's first Away Trip. We are joined this week by James Ashley from Goldman Sachs Asset Management in which we discuss an ever-changing world, opportunities in Asia and Japan, de-globalisation, demographics and artificial intelligence. But more importantly, we conclude that we should remain optimistic for the future.
Duration:00:48:14
Commodities For The Win?
11/1/2023
A lost decade and a half for energy stocks, dynamics in the oil and gas market right now and copper being the key to the energy transition. With QC's energy and materials analyst, Jamie Maddock.
Duration:00:59:42
The End of the Great Moderation
10/13/2023
The fake business cycle, pandemic distortions, the end of neoliberalism and why inflation is about power. We are joined by Dario Perkins, Managing Director at TS Lombard.
Duration:00:48:10
Inflation, Gold, Bonds and Beer
9/29/2023
The philosophy behind generating good long-term returns, inflation, gold, bonds and beer.
Duration:00:40:21
If You Like Pina Coladas
9/8/2023
GARS closure. Declining choice for UK investors. Economic growth errors (big ones). UK market concentration. Strava subscriptions. Small cap renaissance?
Duration:00:37:34
The Behaviour Gap
8/18/2023
The most ominous graph in property. Work from home and Office REITs. Buffett’s bet on US housebuilders. The cost of investor misbehaviour. Troy’s latest newsletter.
Duration:00:46:51
Smart Money Moves
8/7/2023
This week we were joined by Charlie Parnell, Founder of Money Guided. Funding your twenties in your thirties. The dangers of avoiding decisions. The Phantom Recession. Deflation is the historical norm. The Choice Paradox. Government pension policy. The Bank of England have the wrong tools for the job.
Duration:00:54:00
Ports In a Storm
7/28/2023
This week we are joined by our Global Technology, Media and Telecoms analyst Ben Barringer. Tech dominance year to date. Netflix freeloaders. Quality outperformance during recessions. Tech pricing power. Meta’s big turnaround.
Duration:00:50:13
Rooks and Investors
7/7/2023
This week, we were joined by Emma Mogford, Fund Manager of the Premier Miton UK Monthly Income Fund. We discussed, amongst other things, the relative attractiveness of UK equities in a global context, the role of dividends versus share buybacks and the impact on total returns, the discipline of fund management and the importance of having a plan in place, the case for defence and armaments companies, UK housebuilders and consumer spending, and comparing animal behaviour to investing.
Duration:00:50:00
Gonna Get Burnt
6/26/2023
In this week's episode we are joined by Mike Bell, Global Strategist at JP Morgan to discuss whether the Bank of England might pause from raising interest rates (spoiler alert – they didn’t). Other topics discussed:
Duration:00:53:32