Episodes
71
Latest episode
Oct 2026
Language
EN-GB
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.
Bond markets are behaving badly. In Episode 71 of Taking Stock: After The Bell, Lloyd Harris of Premier Miton joins Jonathan Raymond and James Hughes to discuss rising bond yields, sticky inflation, energy markets, corporate credit, AI-driven borrowing and why today's fixed income opportunities may be more attractive than many investors realise.
This week, Jonathan Raymond and James Hughes are joined by Quilter Cheviot property analyst Oli Creasey to discuss the improving outlook for UK commercial property, the blockbuster takeover of Segro, the future of offices and shopping centres, house prices, gilt yields and the latest developments in the AI space.
Jonathan and James are joined by Quilter Cheviot's Carly Moorhouse to explore the resurgence of emerging markets. From AI and semiconductors in Taiwan and Korea to China's technological ambitions and India's long-term growth potential, the team discuss the key trends shaping one of the most dynamic areas of global investing.
Hughesy and I recap a mad first half of the year with the Iran War and the continued growth in the AI build-out dominating the landscape. Despite the news flow and volatility, it's been a good period for investors and provides an opportunity for us to dig into some of the detail ahead of holiday season.
Can the UK return to stronger economic growth? In this episode, Jonathan and James sit down with Peel Hunt's Chief Economist, Kallum Pickering, to discuss the UK's lacklustre economic performance and what might be done to improve the trajectory. Despite all the doom, there are some encouraging that provide some optimism for the future.
Jonathan and James sit down with Polar Capital's Ben Rogoff to unpack the AI boom, where the real investment opportunities lie, and what comes next for tech markets.
In this episode, we're joined by Financial Planner Megan Rimmer to discuss how to take control of your finances. From understanding your spending and setting goals, to making the most of tax allowances and planning for the future. A practical, accessible conversation on building a financial plan that works.
In this episode of Taking Stock – After The Bell, we're joined by financial psychotherapist Vicky Reynal to explore why money so often triggers fear, anxiety and emotional decision‑making. We discuss how psychology shapes investor behaviour, why volatility feels harder in practice than in theory and how investors and advisers can help their clients by understanding the human side of money.
In this episode, Jonathan and James unpack a turbulent start to the year for markets, dominated by geopolitical tension in the Middle East, the continued closure of the Strait of Hormuz and a sharp rise in energy prices. Despite the unsettling backdrop, global equity markets have proved remarkably resilient and in some cases have reached new highs. And Hughesy has been cycling.
James and I sit down with Freddie Lait, Managing Partner at Latitude Investment Management, to discuss markets, valuations and where he's finding global equity opportunities in a volatile 2026.
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