<p>This week’s host, Investment Manager James Coker, discusses recent market developments with regular podcast guest Chris Beckett, Head of Research. Among the topics discussed – Rachel Reeves and UK fiscal policy, uncertainty around Trump’s tariff threats, and the Federal Reserve’s monetary policy meeting.</p>

This week’s host, Investment Manager James Coker, discusses recent market developments with regular podcast guest Chris Beckett, Head of Research. Among the topics discussed – Rachel Reeves and UK fiscal policy, uncertainty around Trump’s tariff threats, and the Federal Reserve’s monetary policy meeting.

Weekly Comment - Markets Uncut - 15:07:2025

Join regular podcast guest, Head of Fixed Interest Research, Richard Carter, and colleagues as they discuss the topics and trends that we have been exploring for you here at Quilter Cheviot in this weekly insight.
Quilter Cheviot is one of the UK’s largest discretionary investment management firms offering bespoke investment management. With offices in London and across the UK, as well as Jersey, a European office in Dublin and a DIFC branch in Dubai, Quilter Cheviot offers a comprehensive range of investment services.
Quilter Cheviot has developed investment solutions to meet the needs of more than 36,000 clients and designs portfolios which are tailored specifically to their requirements and risk profile. Transparency and trust are at the very heart of everything we do for our clients.
Risk warning: Capital at risk
Investors should remember that the value of investments, and the income from them, can go down as well as up. You may not recover what you invest. This commentary has been produced for information purposes only and isn’t intended to constitute financial advice; investments referred to may not be suitable for all recipients. Any mention of a specific security should not be interpreted as a solicitation to buy or sell a specific security.
To stay up to date with our thoughts on markets news, industry insights and our upcoming events and webinars visit our website www.quiltercheviot.com

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Join regular podcast guest, Head of Fixed Interest Research, Richard Carter, and colleagues as they discuss the topics and trends that we have been exploring for you here at Quilter Cheviot in this weekly insight. Quilter Cheviot is one of the UK’s largest discretionary investment management firms offering bespoke investment management. With offices in London and across the UK, as well as Jersey, a European office in Dublin and a DIFC branch in Dubai, Quilter Cheviot offers a comprehensive range of investment services. Quilter Cheviot has developed investment solutions to meet the needs of more than 36,000 clients and designs portfolios which are tailored specifically to their requirements and risk profile. Transparency and trust are at the very heart of everything we do for our clients. Risk warning: Capital at risk Investors should remember that the value of investments, and the income from them, can go down as well as up. You may not recover what you invest. This commentary has been produced for information purposes only and isn’t intended to constitute financial advice; investments referred to may not be suitable for all recipients. Any mention of a specific security should not be interpreted as a solicitation to buy or sell a specific security. To stay up to date with our thoughts on markets news, industry insights and our upcoming events and webinars visit our website www.quiltercheviot.com

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Weekly Comment - Markets Uncut - 15:07:2025

Weekly Comment - Markets Uncut - 15:07:2025