Weekly Comment - Markets Uncut

Weekly Comment - Markets Uncut - 26.01.2026


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This week’s host, Investment Manager Jack Bishop is joined by Richard Carter, CFA, Head of Fixed Interest Research and Simon Woodacre, Fund Research Analyst, to discuss recent market developments. They unpack a turbulent period shaped by geopolitical theatrics, central bank manoeuvring and shifting global market dynamics. Our fixed income and Japanese equities experts break down the key developments from Davos to Tokyo — including Trump driven volatility, UK inflation trends, and Japan’s evolving monetary landscape — offering a grounded perspective on what these events mean for investors in the months ahead.

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 of 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. This material is not tax, legal or accounting advice and should not be relied on for tax, legal or accounting purposes. Quilter Cheviot does not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting adviser(s) before engaging in any transaction.

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Weekly Comment - Markets UncutBy Quilter Cheviot