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 3, 2024 • 57min
All hail the UK “Dullness Dividend”
James and I chat to Panmure Liberum's Chief Economist Simon French about all things UK. We get into inflation, how the economy is doing and the discount and opportunity in UK equities. Will a potential “dullness dividend” start to be priced into UK assets?
Jun 3, 2024 • 37min
Do Elections Even Matter?
James and I discuss economics, financial markets and politics with Karen Ward, Chief Strategist EMEA at J. P. Morgan Asset Management. We touch on inflation, growth, Artificial Intelligence, the role of fiscal policy and how investors should be viewing the upcoming elections.
May 15, 2024 • 46min
A Good Start To The Year
James and I are joined by colleague and dog-lover Poppy Fox to take stock of where we are in markets and the economy. It’s been a positive start to the year for investors and we talk through some of the moving parts and drivers.
Apr 30, 2024 • 49min
Buying Exceptional Companies
We were thrilled to talk to Tom Slater and Claire Shaw, Manager and Portfolio Director of Scottish Mortgage Investment Trust. We discuss buying and owning some of the world's most exceptional businesses, both listed on public markets and held privately, and some of the exciting opportunities they have in the portfolio.
Apr 12, 2024 • 49min
Land of the Rising Stockmarket
This week we are joined by Nick Wood, QC's Head of Fund Research, to discuss the resurgence in the Japanese equity market after a prolonged bear market and the opportunity for investors going forward.
Mar 8, 2024 • 55min
Lessons from a 40-year career
Soon-to-retire Quilter Cheviot Chief Investment Strategist, Alan McIntosh joins us for some fascinating insight and highlights from his 40-year career in fund management and gives some excellent advice for those embarking on their investing journey today.
Feb 23, 2024 • 49min
Blind Date for Stocks
QC Research Analysts Sheena Berry and Ben Barringer join us to discuss the current earnings season and look under the bonnet of a few of the stocks in their sectors.
Feb 9, 2024 • 44min
American Exceptionalism
On episode 25, we are delighted to be joined by Anthony Kingsley, the Chief Investment Officer at Findlay Park Partners and co-manager of the firm’s American Fund. We discuss some of the reasons why US equities have consistently outperformed other markets and their enduring advantages and touch on some of the areas they find interesting.
Jan 31, 2024 • 38min
We Love Bonds
James and I are joined by Quilter Cheviot's 'Bond Man' Richard Carter. Fixed interest markets have undergone a sea change in the last two years with interest rates rising sharply and bond yields rising sharply. We discuss whether inflation was in fact 'transitory' after all, why we've not seen a recession despite widespread predictions for one (guilty as charged) and touch on some of the opportunities in bond markets.
Jan 12, 2024 • 41min
What a Year!
James and I take a look back at what happened in 2023 and highlight areas where investors did well and those areas that were more of a challenge. It was a good year for investors in the end but not all plain sailing. We also tried to look into our crystal balls at what 2024 might bring and Hughesy brings us up to speed with his New Years’ Resolutions.
