Weekly Comment - Markets Uncut

Weekly Comment- Markets Uncut - 04.09.2023

This week’s host, Investment Manager, James Hardy, 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 – contrasting performance of global markets, it’s impact on investors, 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-recovery/

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Weekly Comment- Markets Uncut - 14.08.2023

This week’s host, Investment Manager, Antony Webb discusses the ups and downs of the past week with Head of Fixed Interest Research, Richard Carter and Equity Research Analyst, Jamie Maddock. Among the topics discussed – higher bond yields, UK economic activity pick up, the Italian government introducing a bank tax, 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-inflation-in-focus-as-yields-rise/

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Weekly Comment- Markets Uncut - 08.08.2023

This week’s host, Investment Manager, Jack Bishop discusses the ups and downs of the past week with Head of Fixed Interest Research, Richard Carter and Will Howlett, Equity research analyst Among the topics discussed – UK inflation rates, non-farm payrolls data in the US, credit ratings 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-after-recent-gains/

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Weekly Comment- Markets Uncut - 01.08.2023

This week’s host, Head of Property Research, Oli Creasey discusses the ups and downs of the past week with Head of Equity Research, Chris Beckett. 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-fed-and-ecb-near-end-game-boj-just-getting-started/

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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/

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

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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/

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

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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/

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

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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/

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

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