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
Dec 18, 2023 • 44min
Profits (Growth) Means Prizes
Freddie Lait, the Managing Partner at Latitude Investment Management, joins us to discuss the importance of earnings growth to equity returns, the 'Magnificent 7', the risk to profit margins and some of the areas of the market where he has found value.
Dec 8, 2023 • 1h 1min
Autumn Statement Damp Squib
We are joined by Ian Cook, Financial Planner, to discuss the what little news there was from the Autumn Statement. We also delve into the world of financial planning and discuss some of the hand-holding that investors inevitably need on their investing journey.
Nov 24, 2023 • 42min
Peak Rates?
We discuss some of the big moves seen in markets following the lower-than-anticipated inflation figures from both sides of the Atlantic and softening in interest rate expectations. We touch on the continued outperformance of the US equity market and discuss the potential opportunity in UK Smaller Companies.
Nov 10, 2023 • 48min
Reasons for Optimism
The pod's first Away Trip. We are joined this week by James Ashley from Goldman Sachs Asset Management in which we discuss an ever-changing world, opportunities in Asia and Japan, de-globalisation, demographics and artificial intelligence. But more importantly, we conclude that we should remain optimistic for the future.
Nov 1, 2023 • 60min
Commodities For The Win?
A lost decade and a half for energy stocks, dynamics in the oil and gas market right now and copper being the key to the energy transition. With QC's energy and materials analyst, Jamie Maddock.
Oct 13, 2023 • 48min
The End of the Great Moderation
The fake business cycle, pandemic distortions, the end of neoliberalism and why inflation is about power. We are joined by Dario Perkins, Managing Director at TS Lombard.
Sep 29, 2023 • 40min
Inflation, Gold, Bonds and Beer
The philosophy behind generating good long-term returns, inflation, gold, bonds and beer.
Sep 8, 2023 • 38min
If You Like Pina Coladas
GARS closure. Declining choice for UK investors. Economic growth errors (big ones). UK market concentration. Strava subscriptions. Small cap renaissance?
Aug 18, 2023 • 47min
The Behaviour Gap
The most ominous graph in property. Work from home and Office REITs. Buffett’s bet on US housebuilders. The cost of investor misbehaviour. Troy’s latest newsletter.
Aug 7, 2023 • 54min
Smart Money Moves
This week we were joined by Charlie Parnell, Founder of Money Guided. Funding your twenties in your thirties. The dangers of avoiding decisions. The Phantom Recession. Deflation is the historical norm. The Choice Paradox. Government pension policy. The Bank of England have the wrong tools for the job.
