Weekly Comment- Markets Uncut - 22.01.2024

This week’s host, Investment Manager Anthony Webb, catches up with Head of Fixed Interest Research, Richard Carter and Ben Barringer, Senior Equity Analyst. Among the topics discussed – World Economic Forum meeting in Davos, inflation and tech stocks pushing U.S. markets to all-time highs.

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. 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.

Read the Weekly Comment article: https://www.quiltercheviot.com/news-and-events/articles/weekly-comment-us-stocks-rally-to-hit-all-time-high/

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Weekly Comment- Markets Uncut - 15.01.2024

This week’s host, Investment Manager, Edilson Shahini is joined by Richard Carter, Head of Fixed Interest Research and Chris Beckett, Head of Equity Research. This week’s podcast will discuss the implications of the Taiwan, China and US relationships, the latest inflation data 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 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.

Read the Weekly Comment article: https://www.quiltercheviot.com/news-and-events/articles/weekly-comment-stocks-recover-from-slow-start/

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Weekly Comment- Markets Uncut - 08.01.2024

This week’s host, Investment Manager, Chris Scott discusses the ups and downs of the past week with Head of Fixed Interest Research, Richard Carter and Carly Moorhouse, Fund Research Analyst. Among the topics discussed – inflation, interest rates and what markets will focus on next.

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. 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.

Read the Weekly Comment article: https://www.quiltercheviot.com/news-and-events/articles/weekly-comment-stocks-pull-back-at-start-of-2024/

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Weekly Comment- Markets Uncut - 04.12.2023

This week’s host, Investment Manager Andrew Cartwright discusses the ups and downs of the past week with Head of Fixed Interest Research, Richard Carter and Carly Moorhouse, Fund Research Analyst. Among the topics discussed – the UK housing market, inflation decline 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 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.

Read the Weekly Comment article: https://www.quiltercheviot.com/news-and-events/articles/weekly-comment-markets-buoyant-at-end-of-stellar-november/?memberurlid=2S56887695389P3599

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Weekly Comment- Markets Uncut - 28.11.2023

This week’s host, Investment Manager, Oswald Oduntan, discusses the Autumn statement released by Jeremy Hunt last week with regular guest, Richard Carter, Head of Fixed Interest Research and Equity Research Analysis, Ben Barringer. Among the topics discussed – the UK and US stock markets, business tax cuts 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 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.

Read the Weekly Comment article: https://www.quiltercheviot.com/news-and-events/articles/weekly-comment-stocks-make-further-gains/

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Weekly Comment- Markets Uncut - 21.11.2023

This week’s host, Head of Property Research, Ollie Creasey discusses the ups and downs of the past week with Head of Fixed Interest Research, Richard Carter and Chris Beckett, Head of Equity Research specializing in the banking and finance sector. Among the topics discussed – inflation, interest rates and what markets will focus on next.

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. 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.

Read the Weekly Comment article: https://www.quiltercheviot.com/news-and-views/articles/weekly-comment-robust-performance-from-stock-markets//

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Weekly Comment- Markets Uncut - 13.11.2023

This week’s host, Investment Manager, Jack Bishop is joined by regular commentator and Head of Fixed Interest Richard Carter, alongside Quilter Cheviot's Consumer Discretionary analyst Mamta Valechha to discuss both equity and bond markets peak rates. Among the topics discussed: Gilts, International banks, UK election 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 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.

Read the Weekly Comment article: https://www.quiltercheviot.com/news-and-views/articles/weekly-comment-uk-markets-drive-higher/

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Weekly Comment- Markets Uncut - 06.11.2023

This week’s host, Head of MPS, Simon Doherty discusses the ups and downs of the past week with Head of Fixed Interest Research, Richard Carter, CFA and Jamie Maddock, PhD, CFA, Equity Research Analyst. Among the topics discussed – falling US benchmarks, Bank of England base rate expectations 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 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.

Read the Weekly Comment article: https://www.quiltercheviot.com/news-and-views/articles/weekly-comment-stocks-extend-slide-despite-strong-us-growth/

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Weekly Comment- Markets Uncut - 30.10.2023

This week’s host, Head of MPS, Simon Doherty discusses the ups and downs of the past week with Head of Fixed Interest Research, Richard Carter and Jamie Maddock, Equity Research Analyst. Among the topics discussed – falling US benchmarks, Bank of England base rate expectations 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 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.

Read the Weekly Comment article: https://www.quiltercheviot.com/news-and-views/articles/weekly-comment-stocks-extend-slide-despite-strong-us-growth/

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Weekly Comment- Markets Uncut - 23.10.2023

This week’s host, Investment Manager, Fraser Wilkinson, discusses the current debt levels in the UK and the US with Equity Research Analyst, Ben Barringer from Quilter Cheviot. Among the topics discussed – the effects of rising interest rates and high inflation impacts on technology shares, the present geopolitical tensions 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 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.

Read the Weekly Comment article: https://www.quiltercheviot.com/news-and-views/articles/weekly-comment-oil-prices-surge-as-middle-east-diplomacy-falters/

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