Weekly Comment - Markets Uncut

Weekly Comment- Markets Uncut - 28.05.2024

This week’s host, Investment Manager, Andrew Cartwright discusses the ups and downs of the past week with Chris Beckett, Head of Equity Research specializing in the banking and finance sector. Among the topics discussed – recent election news, 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.

Read the Weekly Comment article: https://www.quiltercheviot.com/news-and-events/articles/weekly-comment-a-mixed-week-for-global-markets/?memberurlid=2A59162599762P4484

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Weekly Comment- Markets Uncut - 20.05.2024

This week’s host, Investment Manager, Andrew Cartwright is joined by Head of Fixed Interest Research, Richard Carter, CFA and Head of Quilter Cheviot’s AIM Portfolio Service, Amisha Chohan to discuss: a week of positive trend for worldwide stock markets, encouraging US CPI figures, possible European rate cut signals, 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.

Read the Weekly Comment article: https://bit.ly/4dK5CZv

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Weekly Comment- Markets Uncut - 13.05.2024

This week’s host, Investment Manager, Jack Bishop is joined by

Head of fixed interest research, Richard Carter and Samir Shah, investment analyst to discuss Bank of England rates, UK market, GDP 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.

Read the Weekly Comment article: https://www.quiltercheviot.com/news-and-events/articles/weekly-comment-stocks-extend-their-push-higher/

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Weekly Comment- Markets Uncut - 07.05.2024

This week’s host, Investment Manager, Harry Gibbon 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 – local elections and US interest rate expectations.

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.

Read the Weekly Comment article: https://www.quiltercheviot.com/news-and-events/articles/weekly-comment-surge-in-tech-stocks-ends-losing-streaks/

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Weekly Comment- Markets Uncut - 29.04.2024

This week’s host, Investment Manager, Oswald Oduntan is joined by Richard Carter, Head of Fixed Interest Research and Sheena Berry, Equity Research Analyst. This week’s podcast will discuss the contrast between US and UK markets following the FTSE 100 recent all-time high, interest rate 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.

Read the Weekly Comment article: https://www.quiltercheviot.com/news-and-events/articles/weekly-comment-surge-in-tech-stocks-ends-losing-streaks/

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Weekly Comment- Markets Uncut - 22.04.2024

This week’s host, Head of Property Research, Oli Creasey CFA discusses the ups and downs of the past week with Head of Fixed Interest Research, Richard Carter, CFA, and Research Analyst, William Howlett. 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-global-markets-pull-back-as-geopolitical-tensions-rise/

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Weekly Comment- Markets Uncut - 15.04.2024

This week's host Investment Manager, Jack Bishop is joined by regular commentator and Head of Fixed Interest Research, Richard Carter, alongside Jamie Maddock, Global Equity Research Analyst to discuss interest rates, high valuations, US banks 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-consolidate-as-investors-take-stock/?memberurlid=2A58566365042P4241

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Weekly Comment- Markets Uncut - 25.03.2024

This week’s host, Investment Manager, Chris Scott is joined by Richard Carter, Head of Fixed Interest Research. This week’s podcast will discuss the inflation data following a busy week for the central banks with an indication rate cuts are in the not too distant future.

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.

Read the Weekly Comment article: https://www.quiltercheviot.com/news-and-events/articles/weekly-comment-markets-rise-on-summer-rate-cut-expectations/

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Weekly Comment- Markets Uncut - 18.03.2024

This week's host, Head of Fixed Interest Research, Richard Carter discusses the ups and downs of the past week with Investment Manager Andrew Cartwright and Equity Research Analyst, Tom Gilbey. 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.

Read the Weekly Comment article: https://www.quiltercheviot.com/news-and-events/articles/weekly-comment-markets-pull-back-ahead-of-central-bank-decisions/

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Weekly Comment- Markets Uncut - 11.03.2024

This week’s host, Investment Manager, Simon Doherty is joined by Head of Fixed Interest Research, Richard Carter, CFA Carter and Samir Shah, Investment Analyst to discuss UK budget, US polls, Bank of England rate cuts, non-farm payrolls 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.

Read the Weekly Comment article: https://bit.ly/48Ne3iU

Subscribe to the Weekly Comment newsletter: https://www.quiltercheviot.com/subscribe/

You can also find us on LinkedIn, Instagram and Twitter