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
Nov 18, 2024 • 1h 3min
The Budget and the Missing AirPod
Financial Planner Megan Rimmer joins us to delve into the detail of the recent changes to the pensions landscape in particular at the recent budget. We also touch on the changes to Capital Gains Tax and Business Property Relief.
Nov 7, 2024 • 60min
UK Budget Update
We are joined by former Chief of Staff to the Chancellor of the Exchequer, Adam Smith who shares some words of wisdom from his time in Whitehall, while breaking down the Autumn Statement and discussing what it really means for your money.
Oct 29, 2024 • 56min
Land, They’re Not Making It Anymore
Savills Investment Management’s Chief Investment Officer Andrew Allen joins us to discuss the world of property, including issues such as the rise of online retail, continued flux in the office market and the ongoing shortage of residential property.
Oct 17, 2024 • 40min
Bull in a China Shop
Fund Analyst Carly Moorhouse joins us to discuss some of the huge moves in the Chinese stock market recently following the authorities' announcement of monetary and fiscal stimulus measures. We also touch on the bigger picture in respect of the economy and financial markets.
Sep 25, 2024 • 38min
The Great Wealth Transfer
We record live from the FT Weekend Festival where we discuss the 'Great Wealth Transfer' with our Chief Investment Officer Caroline Simmons and Financial Planner Jo Wellman.
Sep 19, 2024 • 25min
Cracks in the economy
The FT's markets columnist and an actual professional podcaster, Katie Martin joins us at the FT Weekend Festival for a chat as to what's happening in markets and what she's seeing across the City.
Sep 17, 2024 • 60min
A Chicago Bear or Bull?
David Mortlock, Managing Partner at Berenberg Bank, joins James and Jonathan to take a trip around the world discussing what's going in the economy and pertinent issues in financial markets. David is a big Chicago Bears American Football fan and we get into areas where he's bearish and where he's more bullish.
Aug 9, 2024 • 33min
Volatility Strikes Back!
Volatility is back so James and Jonathan thought it would be opportune to discuss what's been going on in markets in the last few weeks. So much for quiet August markets.
Aug 1, 2024 • 46min
The Indian middle class and a Nifty market
This week, James and Jonathan delve into the all things India with Amit Mehta, Manager of the JP Morgan India Investment Trust. We discuss the favourable demographics, solid macroeconomic backdrop and the strong performance and outlook for the Indian equity market.
Jul 12, 2024 • 50min
Charts that make you go WOW!
Jim Reid, Managing Director and Global Head of Macro and Thematic Research at Deutsche Bank, joins James and I to talk through some pretty epic charts! We touch on Big Tech and productivity, government debt and deficits and long-term demographic changes, all of which have the potential to change the investing landscape.
