Fund Buyer: Recent Episodes
Quilter Cheviot
Join Nick Wood, Head of Investment Fund Research, in his latest edition of The Fund Buyer, the podcast for all things related to the world of fund research. 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
The Fund Buyer: Halfway Through (10.07.2023)
As we pass the halfway point in the year, in today’s Fund Buyer we are looking back at the leaders and laggards so far and expressing some thoughts as we head into the second half.
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.
Read The Fund Buyer article: https://www.quiltercheviot.com/news-and-views/articles/halfway-through/
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The Fund Buyer: Handling setbacks (21.03.2023)
The recent collapse of Silicon Valley Bank shocked markets. In today’s Fund Buyer, we discuss why bankruptcies can provide the ultimate opportunity to gain a greater insight into how your fund manager manages their portfolio.
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.
Read The Fund Buyer article: https://www.quiltercheviot.com/news-and-views/articles/handling-setbacks/
Subscribe to The Fund Buyer:https://www.quiltercheviot.com/subscribe/
You can also find us on LinkedIn, Instagram and Twitter
The Fund Buyer: No one likes repeats (9.1.2023)
As we enter the second week of 2023, the Fund Buyer reflects back on the best and worst of 2022, a year where there were few positives and plenty of negatives for investors. We also look forward to what might be the key issues for 2023, and the enduring hope that we do not have a repeat of 2022.
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.
Read The Fund Buyer article: https://www.quiltercheviot.com/news-and-views/articles/no-one-likes-repeats/
Subscribe to The Fund Buyer:https://www.quiltercheviot.com/subscribe/
You can also find us on LinkedIn, Instagram and Twitter
The Fund Buyer: The big three - Andy Rothman of Matthews Asia (28:11:2022)
One of the key decisions for investors in 2023 is whether to embrace China or view it as too high a risk, despite looking optically cheap. Today on the Big Three we talk to Andy Rothman, Investment Strategist at Matthews Asia. As someone who spent many years of his career on the ground in China, Andy is perfectly placed to help answer some of the difficult questions posed by recent developments.
https://www.quiltercheviot.com/news-and-views/articles/the-big-three-andy-rothman-of-matthews-asia/