Weekly Comment - Markets Uncut: Recent Episodes
Quilter Cheviot
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
Weekly Comment - Markets Uncut - 03.06.2024
This week’s host, Investment Manager, Jack Bishop, is joined by Richard Carter, Head of Fixed Interest Research and Ben Barringer, Equity Research Analyst. They unpack the latest buzz surrounding the upcoming UK & US elections, navigate the fluctuating week for bonds, 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.
Read the Weekly Comment article: https://www.quiltercheviot.com/news-and-events/articles/weekly-comment-fluctuating-markets-close-a-generally-promising-month/
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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/
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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
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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/
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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/
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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
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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/
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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/
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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/
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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/
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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/
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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/
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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/
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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
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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/
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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//
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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/
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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/
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Weekly Comment- Markets Uncut - 30.10.2023
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 and Jamie Maddock, 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/
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Weekly Comment- Markets Uncut - 23.10.2023
This week’s host, Investment Manager, Fraser Wilkinson, discusses the current debt levels in the UK and the US with Equity Research Analyst, Ben Barringer from Quilter Cheviot. Among the topics discussed – the effects of rising interest rates and high inflation impacts on technology shares, the present geopolitical tensions 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-oil-prices-surge-as-middle-east-diplomacy-falters/
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Weekly Comment- Markets Uncut - 16.10.2023
This week’s host, Investment Manager, Tom Perks discusses the ups and downs of the past week with Head of Fixed Interest Research, Richard Carter and Will Howlett, Equity Research Analyst 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-the-middle-east-inflation-and-the-fed/
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Weekly Comment- Markets Uncut - 09.10.2023
This week’s host, Investment Manager, James Coker discusses newcomer Metro Bank and key themes underpinning inflation’s persistence with Head of Fixed Interest Research, Richard Carter and Will Howlett, Equity research analyst. Among the topics discussed – economic health, bond investors, 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. 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-wall-street-ends-higher-after-strong-jobs-number/
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Weekly Comment- Markets Uncut - 02.10.2023
This week’s host, Investment Manager, James Hughes discusses the ups and downs of the past week with Head of Fixed Interest Research, Richard Carter and Equity Research Analyst, William Howlett. Among the topics discussed – equities decreasing, interest rates rising, government bond markets under pressure, 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-equities-end-q3-lower-as-rates-rise-further/?memberurlid=2M56051154725P3116
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Weekly Comment- Markets Uncut - 25.09.2023
This week’s host, Investment Manager, Vanessa Eve, discusses the ups and downs of the past week with Head of Fixed Interest Research, Richard Carter and Equity Research Analyst, Ben Barringer. 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-stocks-retreat-on-higher-for-longer-rate-expectations/
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Weekly Comment- Markets Uncut - 18.09.2023
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 Head of Property research, Oli Creasey. 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-ecb-deliver-another-rate-rise/?memberurlid=2D55881227185P3038
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Weekly Comment- Markets Uncut - 12.09.2023
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 Jamie Maddock, Energy Equity Research Analyst. Among the topics discussed – Bank of England Governor Andrew Bailey expecting a significant fall in inflation, the recent increase in crude oil prices, 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-pull-back-on-light-economic-calendar/?memberurlid=2M55783876203P3007
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Weekly Comment- Markets Uncut - 04.09.2023
This week’s host, Investment Manager, James Hardy, 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 – contrasting performance of global markets, it’s impact on investors, 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-recovery/
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Weekly Comment- Markets Uncut - 14.08.2023
This week’s host, Investment Manager, Antony Webb discusses the ups and downs of the past week with Head of Fixed Interest Research, Richard Carter and Equity Research Analyst, Jamie Maddock. Among the topics discussed – higher bond yields, UK economic activity pick up, the Italian government introducing a bank tax, 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-inflation-in-focus-as-yields-rise/
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Weekly Comment- Markets Uncut - 08.08.2023
This week’s host, Investment Manager, Jack Bishop discusses the ups and downs of the past week with Head of Fixed Interest Research, Richard Carter and Will Howlett, Equity research analyst Among the topics discussed – UK inflation rates, non-farm payrolls data in the US, credit ratings 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-pull-back-after-recent-gains/
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Weekly Comment- Markets Uncut - 01.08.2023
This week’s host, Head of Property Research, Oli Creasey discusses the ups and downs of the past week with Head of Equity Research, Chris Beckett. 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-fed-and-ecb-near-end-game-boj-just-getting-started/
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Weekly Comment- Markets Uncut - 24.07.2023
This week’s host, Investment Manager, Harry Gibbon discusses the ups and downs of the past week with Head of Equity Research, Chris Beckett. Among the topics discussed – global inflation and interest rates, quarterly results, and much more
Richard also talks us through our new short-term bond strategy and the clients it may be appropriate for.
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-positive-news-on-uk-inflation/?memberurlid=2M55369840060P2810
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Weekly Comment- Markets Uncut - 18.07.2023
In the Weekly Comment this week, our host, Investment Manager, Andrew Cartwright catches up with Richard Carter and Carly Moorhouse about the ongoing inflationary environment, the rally in the bond market last week and the so far slow rebound of the Chinese markets post-COVID.
Richard also talks us through our new short-term bond strategy and the clients it may be appropriate for.
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-rally-as-us-inflation-declines/
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Weekly Comment- Markets Uncut - 11.07.2023
This week’s host, Investment Manager, Edward Lloyd 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 – employments and housing markets in the UK and US despite core inflation, rising interest rates in both the UK and US economies, 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-decline-as-bond-yields-rise/
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Weekly Comment- Markets Uncut - 03.07.2023
This week’s host, Simon Doherty, Head of MPS, is joined by Richard Carter and Ben Barringer to discuss recent figures from the Fed, the resiliency of the economy so far this year and how the tech landscape looks with a fluctuating job market, the macro environment and the continuing development of AI.
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-equities-rally-to-end-strong-first-half-of-the-year/
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Weekly Comment- Markets Uncut - 26.06.2023
This week’s host, Investment Manager, Vanessa Eve discusses the ups and downs of the past week with Head of Fixed Interest Research, Richard Carter and Equity Research Analyst, William Howlett. Among the topics discussed – high UK inflation figures, the impact of rate rises on the economy, the mortgage market, 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-dip-on-slowdown-signs/
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Weekly Comment- Markets Uncut - 19.06.2023
This week’s host, Investment Manager, Fraser Wilkinson discusses the ups and downs of the past week with Head of Fixed Interest Research, Richard Carter and Global Equity Energy & Materials Analyst, Jamie Maddock. Among the topics discussed – debt ceiling drama in the US, rising interest rates in the UK, costs of energy, 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-gain-after-key-central-bank-decisions/
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Weekly Comment- Markets Uncut - 12.06.2023
This week's host, Investment Manager, Tom Perks, discusses the past week with Head of Fixed Interest Research, Richard Carter and Head of Investment Fund Research, Nick Wood. Among the topics discussed – US ISM data, indicators of recession and strong market performance in Japan.
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-markets-await-key-events/
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Weekly Comment- Markets Uncut - 05.06.2023
In this week’s Weekly Comment, Richard Carter, Head of Fixed Interest Research is joined by Investment Manager Andrew Cartwright and Equity Analyst Jamie Maddock, who discuss last week’s news from the US where a bill was passed to raise the US debt ceiling, ongoing concerns around inflation and the outcome of an OPEC+ meeting that took place over the weekend.
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-gain-after-us-debt-ceiling-raised/
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Weekly Comment- Markets Uncut - 20.03.2023
This week's host, Oli Creasey, Property Analyst, discusses the ups and downs of the past week with Chris Beckett, Head of Equity Research and Richard Carter, Head of Fixed Interest Research. Amongst the topics discussed - banking concerns, faltering stock markets and rate rises.
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.
Please note: the recording took place on 20th March 2023 and prices quoted are accurate as of that date.
Read the Weekly Comment article: https://www.quiltercheviot.com/news-and-views/articles/weekly-comment-ubs-acquires-credit-suisse-as-banking-concerns-grow/
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Weekly Comment- Markets Uncut - 17.01.2023
This week, James Hughes, Investment Manager, talks to Richard Carter, Head of Fixed Interest Research, and Nick Wood, Head of Investment Fund Research. They discuss the strong start for markets in 2023 so far and inflation pressures coming down. They also look at the impacts of China reopening and have a spotlight chat on Japan.
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-views/articles/weekly-comment-uk-stocks-back-at-record-highs/
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Weekly Comment- Markets Uncut - 10.01.2023
This week, Vanessa Eve, Investment Manager, talks to Richard Carter and Carly Moorhouse about the start of 2023 with Asian and European markets seeing encouraging rallies, whilst the US saw a more negative start to the year, that is until the latest jobs report was released. Could this lead to an easing in US interest rate increases and more positive moves in US markets?
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-views/articles/weekly-comment-bright-start-to-2023/
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This week’s host, Head of Property Research, Oli Creasey, discusses the ups and downs of the past week with Chief Investment Strategist, Alan McIntosh and Head of Fixed Interest Research, Richard Carter. Our speakers take a look back at 2022 and a look forward to 2023.
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.
https://www.quiltercheviot.com/news-and-views/articles/weekly-comment-markets-await-key-central-bank-decisions/