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 28, 2023 • 50min
Ports In a Storm
This week we are joined by our Global Technology, Media and Telecoms analyst Ben Barringer. Tech dominance year to date. Netflix freeloaders. Quality outperformance during recessions. Tech pricing power. Meta’s big turnaround.
Jul 7, 2023 • 50min
Rooks and Investors
This week, we were joined by Emma Mogford, Fund Manager of the Premier Miton UK Monthly Income Fund. We discussed, amongst other things, the relative attractiveness of UK equities in a global context, the role of dividends versus share buybacks and the impact on total returns, the discipline of fund management and the importance of having a plan in place, the case for defence and armaments companies, UK housebuilders and consumer spending, and comparing animal behaviour to investing.
Jun 26, 2023 • 54min
Gonna Get Burnt
In this week's episode we are joined by Mike Bell, Global Strategist at JP Morgan to discuss whether the Bank of England might pause from raising interest rates (spoiler alert – they didn’t). Other topics discussed:Britain’s back to work;An inflexion point for global demographics; and Tech stocks don’t need low rates to work.
Jun 16, 2023 • 43min
Lob It In
Why bother taking risk when you can get 4.5% on cash? Does sentiment follow price? How can a family earning £200k a year be feeling the squeeze?
Jun 2, 2023 • 36min
The New Tesla
This week we cover the new most controversial stock in the world, why great companies can be bad investments and whether big cities can attract workers back into the office again.
May 19, 2023 • 41min
Suburban Dad
JR and James are back to debate suburban fashion sense, review the earnings seasons so far and discuss whether the (to date) unresolved US debt ceiling negotiations are something to worry about. Also, Apple eats the UK market.
May 12, 2023 • 40min
The Money Has To Go Somewhere
In our sixth episode of the series, David Henry and James Hardy talk tech earnings, 100% mortgages and why the market is doing exactly what it should be doing. We also find out James’ favourite brand of toothpaste, which is exciting.
Apr 21, 2023 • 44min
Buy High, Sell Low
For episode five we are joined by Antony Webb, our Deputy Head of Managed Portfolio Services. It’s a bit of a chart-fest this week as we game out what a recession might look like for equity and property investors, and there are some practical tips for DIY investors on how to review your own portfolio in there too.
Apr 6, 2023 • 44min
The Tangible Twenties
This week we discuss dividends, look at the performance of equities versus commodities and explore how economic growth doesn’t always translate to stock market growth. There are a couple of literal Easter eggs in there too…
Mar 24, 2023 • 49min
Bailed Out
In our third episode, as bank bailouts are back in the headlines, we are taking a misty eyed look at the Great Financial Crisis – and look for some parallels with today. We are also joined by Gill Clifford, Financial Planner at Quilter Private Client Advisers, who talks us through the implications of the changes to the pension rules announced during the Budget.
