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Weekly Comment - Markets Uncut
Quilter Cheviot
107 episodes
3 weeks ago
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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Investing
Business,
Management
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All content for Weekly Comment - Markets Uncut is the property of Quilter Cheviot and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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
Show more...
Investing
Business,
Management
Episodes (20/107)
Weekly Comment - Markets Uncut
Weekly Comment - Markets Uncut - 08.12.2025
This week’s host, Investment Adviser Stephen Irwin is joined by Richard Carter, CFA, Head of Fixed Interest Research and Matthew Dorset, Equity Research Analyst, to discuss recent market developments. Among the topics discussed: The drivers behind the continuous surging public debt, how much debt is too much debt?, the potential impact of peace deals on the defence sector and where are the current best investment opportunities in the defence sector?
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3 weeks ago
18 minutes 8 seconds

Weekly Comment - Markets Uncut
Weekly Comment - Markets Uncut - 01.12.2025
This week’s host, Investment Manager Matthew Dawson is joined by Richard Carter, CFA, Head of Fixed Interest Research and Mamta Valechha, Equity Research Analyst, to discuss recent market developments. Among the topics discussed: less tax raises than expected, US investors' views on the UK's fiscal plan, the Bank of England's attempts to reduce future inflation and the potential consumer impact of the Budget.
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1 month ago
13 minutes 21 seconds

Weekly Comment - Markets Uncut
Weekly Comment - Markets Uncut - 24.11.2025
This week’s host Investment Manager Carl Millard is joined by Richard Carter, CFA, Head of Fixed Interest Research and Ben Barringer, Head of Technology Research, to discuss recent market developments. Among the topics discussed: AI company valuations risk a correction, Open AI and their mega deals with companies, global markets are down and bond yields fell in the US but stayed high in the UK.
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1 month ago
20 minutes 51 seconds

Weekly Comment - Markets Uncut
Weekly Comment - Markets Uncut - 17.11.2025
This week’s host, Charities Director, Charles Mesquita is joined by Richard Carter, CFA, Head of Fixed Interest Research to discuss recent market developments. Among the topics discussed: US Government shutdown ends, Interest rate uncertainty dominates, Global equities edge higher with Europe outperforming and a rise in bond yields.
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1 month ago
15 minutes 21 seconds

Weekly Comment - Markets Uncut
Weekly Comment - Markets Uncut - 10.11.25
This week’s host Investment Manager Andrew Cartwright is joined by Richard Carter, CFA, Head of Fixed Interest Research and William Howlett, Equity Research Analyst, to discuss recent market developments. Topics include whether the US government shutdown is finally close to ending, predictions for the UK budget statement, and the strong performance of US tech firms compared to the struggles of US regional banks.
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1 month ago
21 minutes 11 seconds

Weekly Comment - Markets Uncut
Weekly Comment - Markets Uncut - 03.11.2025
This week’s host Investment Manager Marius Hutcheson is joined by Richard Carter, CFA, head of Fixed Interest Research and Mamta Valechha, Equity Research Analyst, to discuss recent market developments. Among the topics discussed: US interest rate cut, a sharp rise in the UK government borrowing, the Magnificent Seven's impressive earnings, and Amazon's success including AWS (Amazon Web Services) regaining the lead across the hyperscalers.
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1 month ago
17 minutes

Weekly Comment - Markets Uncut
Weekly Comment - Markets Uncut - 27.10.2025
This week’s host Investment Adviser Darragh Moore is joined by Tim Armitage, Investment Strategist, to discuss recent market developments. Among the topics discussed: the US-China Trade effect, strong equity performances, US inflation and the key upcoming events likely to shape market sentiment.
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2 months ago
16 minutes 7 seconds

Weekly Comment - Markets Uncut
Weekly Comment - Markets Uncut - 20.10.2025
This week’s host Investment Manager Andrew Jones joins Richard Carter, Head of Fixed Interest Research and Maurizio Carulli, Equity Research Analyst, to discuss recent market developments. Among the topics discussed: continued US government shutdown, US bank loan issues, a spike in Copper and some French stability.
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2 months ago
14 minutes 13 seconds

Weekly Comment - Markets Uncut
Weekly Comment - Markets Uncut - 13.10.2025
This week’s host, Investment Manager Oswald Oduntan, is joined by Richard Carter, CFA, Head of Fixed Interest Research, and Ben Barringer, Global Head of Technology Research and Investment Strategist to discuss recent market developments. Among the topics discussed: the flaring US-China trade tensions, a surge in Gold, European political uncertainty and UK initial public offering showing signs of life.
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2 months ago
14 minutes 49 seconds

Weekly Comment - Markets Uncut
Weekly Comment - Markets Uncut - 06.10.2025
This week’s host, Head of Managed Portfolio Services Simon Doherty, is joined by Richard Carter, CFA, head of Fixed Interest Research, and Jarek Pominkiewicz, Equity Research Analyst, specialising in capital goods and industrials companies across the UK, Europe and the US to discuss recent market developments. Among the topics discussed: the US government shutdown, the new Japanese Prime Minister, stimulus spending in Germany and a French political crisis?
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2 months ago
15 minutes 23 seconds

Weekly Comment - Markets Uncut
Weekly Comment - Markets Uncut - 22.09.2025
This week’s host, Investment Manager Jack Bishop joins Richard Carter, head of Fixed Interest Research and William Howlett, Equity Research Analyst, to discuss recent market developments. Among the topics discussed: diverging Fed views, a softening US labour market, and resilient growth, whilst over in Europe fiscal pressures mount in both the UK and France, with banks in the spotlight facing new margin challenges and potential tax threats. 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.
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3 months ago
19 minutes 13 seconds

Weekly Comment - Markets Uncut
Weekly Comment - Markets Uncut - 08.09.2025
This week's host, Oli Creasey, Head of Property Research, joins Richard Carter, Head of Fixed Interest Research, to discusses recent market developments. Among the topics discussed; Fed rate cuts, what the upcoming UK labour budget means for the gilt market and the economic impact of France's vote of no confidence.
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3 months ago
13 minutes 57 seconds

Weekly Comment - Markets Uncut
Weekly Comment - Markets Uncut - 01.09.2025
This week's host, Investment Manager Fraser Wilkinson, discusses recent market developments with Richard Carter, Head of Fixed Interest Research. Among the topics discussed – UK bond yields rising to alarming levels, the impact of rising yields on portfolios, latest political turmoil in France, and much more.
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4 months ago
18 minutes 53 seconds

Weekly Comment - Markets Uncut
Weekly Comment - Markets Uncut - 18.08.2025
This week's host, Jack Bishop, Investment Manager, joins Richard Carter, Head of Fixed Interest Research and Carly Moorhouse, Research Analyst covering Asia and Emerging Markets, to discuss recent market developments. Among the topics discussed; Nvidia and AMD to pay 15% of China chip sales to US, Trump's 90 day extension with China and Q2 UK GDP data. 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.
Show more...
4 months ago
20 minutes 26 seconds

Weekly Comment - Markets Uncut
Weekly Comment - Markets Uncut - 04.08.2025
This week's host, James Coker, Investment Manager, discusses recent market developments with Richard Carter, Head of Fixed Interest Research. Among the topics discussed; tariff deals, US employment data and inflation.
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4 months ago
14 minutes 29 seconds

Weekly Comment - Markets Uncut
Weekly Comment - Markets Uncut - 28.07.2025
This week's host, Investment Manager Harry Gibbon, discusses recent market developments with Richard Carter, Head of Fixed Interest Research, and Ben Barringer, Head of Technology Research. Among the topics discussed – Markets reacting to the latest EU-US trade deal, US stocks marginally outperforming last week, latest UK retail sales data, and much more.
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5 months ago
21 minutes 6 seconds

Weekly Comment - Markets Uncut
Weekly Comment - Markets Uncut - 15:07:2025
This week’s host, Investment Manager James Coker, discusses recent market developments with regular podcast guest Chris Beckett, Head of Research. Among the topics discussed – Rachel Reeves and UK fiscal policy, uncertainty around Trump’s tariff threats, and the Federal Reserve’s monetary policy meeting.
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5 months ago
27 minutes 58 seconds

Weekly Comment - Markets Uncut
Weekly Comment- Markets Uncut - 08.07.2025
This week's host, Investment Manager Chris Scott, discusses recent market developments with Ghaz Saleem, Fund Research Analyst, and William Howlett, Equity Research Analyst. Among the topics discussed – US markets rising on the back of positive employment data, UK markets rumbling amidst political rumours, and much more.
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5 months ago
14 minutes 29 seconds

Weekly Comment - Markets Uncut
Weekly Comment - Markets Uncut - 30.06.2025
This week’s host, Investment Manager Andrew Cartwright, discusses recent market developments with regular podcast guest Richard Carter, Head of Fixed Interest Research, and Equity Research Analyst, Oli Creasey. Among the topics discussed – how recent conflicts have affected markets, property investments and much more.
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6 months ago
18 minutes 39 seconds

Weekly Comment - Markets Uncut
Weekly Comment - Markets Uncut - 23.06.2025
This week's host, Head of Responsible Investment Gemma Woodward, discusses the ups and downs of the past week with Head of Fixed Interest Research, Richard Carter and Senior Fund Research Analyst, Samir Shah. Among the topics discussed – the Middle East conflict, the UK government's growth agenda 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. 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.
Show more...
6 months ago
11 minutes 7 seconds

Weekly Comment - Markets Uncut
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