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
Jul 11, 2025 • 37min
Tariffs, Wars and Deficits - 2025 so far
Now that we've passed the halfway point of 2025, James and I sat down to discuss developments in financial markets so far this year. It's certainly not been a quiet period, with tariffs, geopolitics, and fiscal policy all creating plenty of volatility.
Jul 1, 2025 • 48min
Europe: Old World, New Gains?
In episode 51, we talk to Daniel Avigad, Partner at Lansdowne Partners and fund manager of the Lansdowne European Special Situations fund to delve into the intricacies of European equities, discussing the current market trends, regulatory changes and the impact of geopolitical factors on investment strategies.
Apr 29, 2025 • 56min
Good stocks come in small packages
Victoria Stevens, fund manager at Liontrust, joins us on our 50th episode to talk about what's happening in the UK smaller companies space. Recent performance has been challenging but she makes a compelling case as to why investors should revisit this neglected part of the market.
Apr 11, 2025 • 45min
Tariff-ied Markets
In episode 49, Jonathan and James break down the recent tariff news and discuss what it might mean for companies, the economy and financial markets.
Mar 24, 2025 • 54min
Having a Whale of a Time
Jonathan and James were joined by Stephen Yiu, lead manager of the Blue Whale Growth fund, to discuss Active vs Passive, AI opportunities and which of the Mag 7 can continue to perform.
Mar 6, 2025 • 1h 1min
Deepseek, AI, and Economic Cycles
This week I am joined by Kallum Pickering, Chief Economist at Peel Hunt, and Sam Boot, Investment Manager, to discuss, AI, tariffs, geopolitics and the prospects for the UK
Feb 7, 2025 • 1h 1min
Sack the PR Department!
We are joined by returning pod champion Dario Perkins, Head of Global Macro at TS Lombard, to chew the fat over where we are in the 'cycle', AI and productivity and indeed his time working with Rachel Reeves in the Treasury. Some great insight as always.
Jan 10, 2025 • 41min
A Magnificent Year
Hughesy and I dissect the major developments and stories from 2024, which ultimately ended up being a good year for diversified investors. Strap in for 2025!
Jan 10, 2025 • 50min
Waymo's World - Riding the Future
QC's Global Head of Technology Ben Barringer joins us for a somewhat impromptu run through on all matters technology.
Nov 26, 2024 • 44min
Finding Diamonds in the Emerging Markets Dust
Veteran Emerging Markets fund manager Rob Marshall-Lee joins us to explain how he looks for great Emerging Markets companies to invest in and Hughesy is reunited with his AirPod.
