Weekly Comment - Markets Uncut

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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Weekly Comment- Markets Uncut - 16.10.2023

This week’s host, Investment Manager, Tom Perks discusses the ups and downs of the past week with Head of Fixed Interest Research, Richard Carter and Will Howlett, Equity Research Analyst 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-the-middle-east-inflation-and-the-fed/

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Weekly Comment- Markets Uncut - 09.10.2023

This week’s host, Investment Manager, James Coker discusses newcomer Metro Bank and key themes underpinning inflation’s persistence with Head of Fixed Interest Research, Richard Carter and Will Howlett, Equity research analyst. Among the topics discussed – economic health, bond investors, 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. 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-wall-street-ends-higher-after-strong-jobs-number/

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Weekly Comment- Markets Uncut - 02.10.2023

This week’s host, Investment Manager, James Hughes 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 – equities decreasing, interest rates rising, government bond markets under pressure, 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-equities-end-q3-lower-as-rates-rise-further/?memberurlid=2M56051154725P3116

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Weekly Comment- Markets Uncut - 25.09.2023

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, Ben Barringer. 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-stocks-retreat-on-higher-for-longer-rate-expectations/

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Weekly Comment- Markets Uncut - 18.09.2023

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 Head of Property research, Oli Creasey. 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-ecb-deliver-another-rate-rise/?memberurlid=2D55881227185P3038

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Weekly Comment- Markets Uncut - 12.09.2023

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 Jamie Maddock, Energy Equity Research Analyst. Among the topics discussed – Bank of England Governor Andrew Bailey expecting a significant fall in inflation, the recent increase in crude oil prices, 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-pull-back-on-light-economic-calendar/?memberurlid=2M55783876203P3007

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