Weekly Comment - Markets Uncut

Hosted by Quilter Cheviot

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128

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Jun 2026

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About the show

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

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60 recent

June 4, 2024Episode 4621 min

Weekly Comment - Markets Uncut - 03.06.2024

Weekly Comment - Markets Uncut - 03.06.2024This 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/Subscribe to the Weekly Comment newsletter: https://www.quiltercheviot.com/subscribe/You can also find us on LinkedIn, Instagram and Twitter

March 21, 2023Episode 121 min

Weekly Comment- Markets Uncut - 20.03.2023

Weekly Comment- Markets Uncut - 20.03.2023This 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/Subscribe to the Weekly Comment newsletter: https://www.quiltercheviot.com/subscribe/You can also find us on LinkedIn, Instagram and Twitter

June 7, 2023Episode 117 min

Weekly Comment- Markets Uncut - 05.06.2023

Weekly Comment- Markets Uncut - 05.06.2023In 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/Subscribe to the Weekly Comment newsletter: https://www.quiltercheviot.com/subscribe/You can also find us on LinkedIn, Instagram and Twitter

June 13, 2023Episode 122 min

Weekly Comment- Markets Uncut - 12.06.2023

Weekly Comment- Markets Uncut - 12.06.2023This 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/Subscribe to the Weekly Comment newsletter: https://www.quiltercheviot.com/subscribe/You can also find us on LinkedIn, Instagram and Twitter

June 21, 2023Episode 117 min

Weekly Comment- Markets Uncut - 19.06.2023

Weekly Comment- Markets Uncut - 19.06.2023This 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/Subscribe to the Weekly Comment newsletter: https://www.quiltercheviot.com/subscribe/You can also find us on LinkedIn, Instagram and Twitter

June 27, 2023Episode 115 min

Weekly Comment- Markets Uncut - 26.06.2023

Weekly Comment- Markets Uncut - 26.06.2023This 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/Subscribe to the Weekly Comment newsletter: https://www.quiltercheviot.com/subscribe/You can also find us on LinkedIn, Instagram and Twitter

July 5, 2023Episode 126 min

Weekly Comment- Markets Uncut - 03.07.2023

Weekly Comment- Markets Uncut - 03.07.2023This 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/Subscribe to the Weekly Comment newsletter: https://www.quiltercheviot.com/subscribe/You can also find us on LinkedIn, Instagram and Twitter

July 12, 2023Episode 117 min

Weekly Comment- Markets Uncut - 11.07.2023

Weekly Comment- Markets Uncut - 11.07.2023This 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/Subscribe to the Weekly Comment newsletter: https://www.quiltercheviot.com/subscribe/You can also find us on LinkedIn, Instagram and Twitter

July 21, 2023Episode 119 min

Weekly Comment- Markets Uncut - 18.07.2023

Weekly Comment- Markets Uncut - 18.07.2023In 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/Subscribe to the Weekly Comment newsletter: https://www.quiltercheviot.com/subscribe/You can also find us on LinkedIn, Instagram and Twitter

July 25, 2023Episode 120 min

Weekly Comment- Markets Uncut - 24.07.2023

Weekly Comment- Markets Uncut - 24.07.2023This 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 moreRichard 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=2M55369840060P2810Subscribe to the Weekly Comment newsletter: https://www.quiltercheviot.com/subscribe/You can also find us on LinkedIn, Instagram and Twitter