Taking Stock - After The Bell
Quilter Cheviot
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.
Episodes
Mentioned books
Mar 27, 2026 • 38min
A Candid Conversation with the QC CEO
Jonathan and James sit down with Quilter Cheviot CEO John Goddard to discuss his global career, what drew him to QC and how he sees the future of wealth management. They explore client service, international opportunities, the role of technology and AI and how the firm can continue to grow while staying true to its core values.
Mar 2, 2026 • 39min
Bricks over Bytes
Episode 61 of Taking Stock – After The Bell looks at a dramatic shift beneath the surface of markets as fears around AI disruption meet valuations, earnings and hard assets.Jonathan Raymond and James Hughes discuss why investors are favouring 'bricks over bytes', the contrasting fortunes of software and semiconductor stocks, global market leadership so far this year and what softer inflation and interest‑rate expectations mean for the outlook.
Feb 2, 2026 • 47min
Dog on a Lead
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.
Jan 8, 2026 • 47min
What happened in 2025 and what lies ahead
Following a busy, yet relaxing Christmas break James and I are back in the saddle to discuss the highlights (and lowlights) from 2025 — despite cancelled trains, fire alarms and broken coffee machines!
Dec 9, 2025 • 32min
Not Another Budget Podcast!
Jonathan Raymond and James Hughes discuss recent moves in markets including the latest wobble in certain areas of financial markets and we discuss the diverging outlook for 2026. James is looking forward to Silly season.
Nov 14, 2025 • 1h 1min
Decoding AI and the future of Technology
QC's Head of Technology Research Ben Barringer joins James and I for an update on developments in the tech sector following the release of earnings from the major players. We discuss AI enterprise adoption and productivity improvements, continued capex growth, competitive dynamics amongst the major players and valuations and comparisons to past episodes of technology adoption.
Oct 17, 2025 • 43min
Bubble Watch
The hosts delve into the question of whether the market is in a bubble, particularly focusing on the tech sector's performance since 2020. They discuss concerns about earnings sustainability for large tech firms and the rapidly changing AI landscape. The conversation shifts to economic factors, like Germany's fiscal stimulus and the UK's struggling market, presenting a mixed outlook on equities. With a playful banter, they conclude that while markets aren't broadly bubbly, caution and selectivity are wise in current conditions.
Oct 6, 2025 • 46min
High Fidelity
In this engaging conversation, Alex Wright, a seasoned fund manager at Fidelity, shares insights from his extensive experience in value investing. He discusses the UK market's surprising resilience and what attracts US investors, given its robust fundamentals. Alex highlights the growing interest in mid- and small-cap stocks and the implications of geopolitical shifts on returns. He also dives into the allure of buying out-of-favor sectors and how AI is starting to reshape investment research, making this chat a treasure trove for investment enthusiasts!
Sep 9, 2025 • 37min
Back To School
Now that the children are back at school and Hughesy and I are back at our desks, we discuss strong US earnings reports and the pleasing performance of the UK stock market despite the evident economic headwinds.
Aug 8, 2025 • 35min
So much for the Summer lull!
Not such a quiet Summer! Continued tariff shenanigans, cracks in the US labour market, the sacking of the head of US statistics agency and corporate results season give James and I plenty to talk about.
