Weekly Comment- Markets Uncut - 24.07.2023

This week’s host, Investment Manager, Harry Gibbon discusses the ups and downs of the past week with Head of Equity Research, Chris Beckett. Among the topics discussed – global inflation and interest rates, quarterly results, and much more

Richard also talks us through our new short-term bond strategy and the clients it may be appropriate for.

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-positive-news-on-uk-inflation/?memberurlid=2M55369840060P2810

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Weekly Comment- Markets Uncut - 18.07.2023

In the Weekly Comment this week, our host, Investment Manager, Andrew Cartwright catches up with Richard Carter and Carly Moorhouse about the ongoing inflationary environment, the rally in the bond market last week and the so far slow rebound of the Chinese markets post-COVID.

Richard also talks us through our new short-term bond strategy and the clients it may be appropriate for.

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-rally-as-us-inflation-declines/

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Weekly Comment- Markets Uncut - 11.07.2023

This week’s host, Investment Manager, Edward Lloyd discusses the ups and downs of the past week with Head of Fixed Interest Research, Richard Carter and Fund Research Analyst, Matt Ennion. Among the topics discussed – employments and housing markets in the UK and US despite core inflation, rising interest rates in both the UK and US economies, 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-decline-as-bond-yields-rise/

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Weekly Comment- Markets Uncut - 03.07.2023

This week’s host, Simon Doherty, Head of MPS, is joined by Richard Carter and Ben Barringer to discuss recent figures from the Fed, the resiliency of the economy so far this year and how the tech landscape looks with a fluctuating job market, the macro environment and the continuing development of 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 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-equities-rally-to-end-strong-first-half-of-the-year/

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Weekly Comment- Markets Uncut - 26.06.2023

This week’s host, Investment Manager, Vanessa Eve discusses the ups and downs of the past week with Head of Fixed Interest Research, Richard Carter and Equity Research Analyst, William Howlett. Among the topics discussed – high UK inflation figures, the impact of rate rises on the economy, the mortgage market, 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-dip-on-slowdown-signs/

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Weekly Comment- Markets Uncut - 19.06.2023

This week’s host, Investment Manager, Fraser Wilkinson discusses the ups and downs of the past week with Head of Fixed Interest Research, Richard Carter and Global Equity Energy & Materials Analyst, Jamie Maddock. Among the topics discussed – debt ceiling drama in the US, rising interest rates in the UK, costs of energy, 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-gain-after-key-central-bank-decisions/

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Weekly Comment- Markets Uncut - 12.06.2023

This week's host, Investment Manager, Tom Perks, discusses the past week with Head of Fixed Interest Research, Richard Carter and Head of Investment Fund Research, Nick Wood. Among the topics discussed – US ISM data, indicators of recession and strong market performance in Japan.

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-markets-await-key-events/

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Weekly Comment- Markets Uncut - 05.06.2023

In this week’s Weekly Comment, Richard Carter, Head of Fixed Interest Research is joined by Investment Manager Andrew Cartwright and Equity Analyst Jamie Maddock, who discuss last week’s news from the US where a bill was passed to raise the US debt ceiling, ongoing concerns around inflation and the outcome of an OPEC+ meeting that took place over the weekend.

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-gain-after-us-debt-ceiling-raised/

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Weekly Comment- Markets Uncut - 20.03.2023

This week's host, Oli Creasey, Property Analyst, discusses the ups and downs of the past week with Chris Beckett, Head of Equity Research and Richard Carter, Head of Fixed Interest Research. Amongst the topics discussed - banking concerns, faltering stock markets and rate rises.

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.

Please note: the recording took place on 20th March 2023 and prices quoted are accurate as of that date.

Read the Weekly Comment article: https://www.quiltercheviot.com/news-and-views/articles/weekly-comment-ubs-acquires-credit-suisse-as-banking-concerns-grow/

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