Weekly Comment - Markets Uncut

For the final edition of the Weekly Comment Podcast, host Oli Creasey, Head of Property Research, is joined by Richard Carter, CFA, Head of Fixed Interest Research. They discuss the latest moves in the European bond market, the highs and lows at the petrol pump, and the G7’s efforts to mitigate the impact.

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 Limited does not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting adviser(s) before engaging in any transaction.

This week, host Fraser Wilkinson, Investment Manager, is joined by Richard Carter, CFA, Head of Fixed Interest Research, to discuss the latest developments shaping global markets.

The pair look at why on the one hand equities have performed well so far this year, while on the other government bond yields have reached levels not seen for decades. Spoiler alert, companies have been growing strongly. Fraser and Richard go on to tackle more brainteasers, such as what new chancellor John Healey can do in the upcoming Budget to boost the UK economy. Richard also runs through technical changes that have taken place in the gilt market in recent years, including changes in both the buyer profile and supply at the long end.

Important information - This is a marketing communication provided for information purposes only and does not constitute independent investment research, investment advice or a personal recommendation.

This week, host Damien Maltwood, Investment Manager, is joined by Richard Carter, CFA, Head of Fixed Interest Research, and, via pre-recorded comments, Oli Creasey, Property Analyst, to discuss the latest developments shaping global markets.

Their conversation focusses on bond yields, specifically rising government bond yields around the world and what these mean not just for Wall Street but also for Main Street. The team discuss why yields have been on the rise for much of the year while Oli provides insights into how rising yields impact both the residential and commercial property sectors.

Important information - This is a marketing communication provided for information purposes only and does not constitute independent investment research, investment advice or a personal recommendation.

This week’s host, Maria Gardner, Investment Director, is joined by Richard Carter, CFA, Head of Fixed Interest Research and Simon Woodacre, Fund Research Analyst to discuss the latest developments shaping global markets. This week, they discuss all things diversification. Have diversification rules changes and do they need to be looked differently in portfolio construction, the US tech markets and how diversification is taking place here and the use of the bond market in recent investment portfolios.

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 Limited does not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting adviser(s) before engaging in any transaction.

This week, host Harry Gibbon, Investment Manager, is joined by Richard Carter, CFA, Head of Fixed Interest Research, and Jarek Pominkiewicz, Equity Research Analyst, to discuss the latest developments shaping global markets. The discuss what can be expected from this week's European Central Bank (ECB) meeting, AI in the capital goods sector and much more.

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 Limited does not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting adviser(s) before engaging in any transaction.

This week, host Andrew Jones, Investment Manager, is joined by Richard Carter, CFA, Head of Fixed Interest Research, to discuss the latest developments shaping global markets.

Together, they examine the UK's growing fiscal challenges, market speculation surrounding a potential September interest rate hike, the implications of Andy Burnham's first major speech as Prime Minister, and the opportunities and risks presented by the rapid advancement of artificial intelligence (AI).

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 Limited does not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting adviser(s) before engaging in any transaction.

This week's host, Stephen Irwin, Investment Manager is joined by Richard Carter, CFA, Head of Fixed Interest Research, and Saleem Ghaz, Fund Research Analyst, to discuss the latest developments shaping global markets. They explore whether Iran's senior leadership could seek to escalate the conflict to increase costs for the US and what this could mean for investors over the long term, before turning to alternative asset classes, including how we approach hedge funds and the role they play within our portfolios.

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 Limited does not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting adviser(s) before engaging in any transaction.

This week's host, Investment Manager Jack Bishop, is joined by Richard Carter, CFA, Head of Fixed Interest Research, and Ben Barringer, Global Head of Technology Research and Investment Strategist, to discuss the latest developments shaping global markets.

Together, they examine whether the Federal Reserve's current stance on interest rates remains appropriate, explore whether UK GDP growth in Q1 and Q2 is following patterns seen in previous years, and consider whether the substantial investment in artificial intelligence (AI) is finally beginning to translate into meaningful revenue growth.

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 Limited does not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting adviser(s) before engaging in any transaction.

This week's host, Investment Adviser Harriet Meade, is joined by Richard Carter, CFA, Head of Fixed Interest Research, and Matt Dorset, Equity Research Analyst, to discuss the latest developments shaping global markets. Together, they explore why rising bond yields have become one of investors' biggest concerns, and whether the market's muted reaction to the new Prime Minister reflects confidence in the UK's outlook or a more cautious wait-and-see approach. They also examine the growing focus on defence spending, asking whether the sector's prospects are already reflected in valuations and identifying industries that could benefit indirectly from increased military investment.

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 Limited does not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting adviser(s) before engaging in any transaction.

This week's host, Investment Manager Suneet Kumar, is joined by Richard Carter, CFA, Head of Fixed Interest Research, and Chris Beckett, Equity Research Analyst, to discuss the latest developments shaping markets. They explore the most significant developments affecting macroeconomic targets, when the new Budget is expected to be announced, and the current health of the consumer relative to market pricing, alongside much more.

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 Limited does not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting adviser(s) before engaging in any transaction.