This week’s host, Investment Manager Harry Gibbon, discusses recent market developments with regular podcast guest Richard Carter, Head of Fixed Interest Research, and Equity Research Analyst, Phil Ross. Among the topics discussed – latest on Trump imposed tariff aftermath, upcoming ECB interest rate decision, sustainable investment news 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-trump-not-going-quietly-on-tariffs/

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

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This week's host, Equity Research Analyst, Oli Creasey discusses the ups and downs of the past week with Equity Research Analyst, Maurizio Carulli, and Head of Fixed Interest Research, Richard Carter. Among the topics discussed – Worldwide markets recovering in light of President Donald Trump's change of stance on EU tariffs, US stocks underperforming while UK stocks outperforming on the week, inflation increasing sizeably in the UK, and much more.

This week’s host, Jack Bishop, Investment Manager, discusses an eventful week in the markets with Head of Fixed Interest Research, Richard Carter and Sheena Berry, Healthcare Equity Research Analyst.

Among the topics discussed — the 90-day tariff pause between the US and China, recent US inflation data, the UK’s GDP growth of 0.70% in the first quarter of 2025, and Trump's executive order on lowering US drug prices and its impact on the healthcare sector, and much more.

This week’s host, Investment Manager Andrew Cartwright, discusses recent market trends and events with Richard Carter, Head of Fixed Interest Research. Key topics include UK rate cuts, trade deals and much more.

This week’s host, Investment Director, Caroline Langley discusses the ups and downs of the past week with Equity Research Analyst, Phil Ross, and Head of Fixed Interest Research, Richard Carter. Among the topics discussed – interest rate expectations, interpreting the latest PMI data, the impact of trade uncertainty on the renewable energy and utilities sectors, and much more.

This week’s host, Investment Manager, Andrew Cartwright discusses the ups and downs of the past week with Senior Equity Analyst, Will Howlett, and Head of Fixed Interest Research, Richard Carter. Among the topics discussed – US assets coming under pressure in light of President Donald Trump’s renewed attacks on Jay Powell, UK equities posting positive returns alongside headline UK inflation falling more than expected, European equities rising, and much more.

This week’s host, Fraser Wilkinson, Investment Manager discusses an eventful week in the markets with Head of Fixed Interest, Richard Carter. Among the topics discussed — tariffs, pauses and exemptions, a volatile week for the bond markets and the latest macroeconomic developments.

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-stabilise-as-trump-announces-tariff-pause/

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

You can also find us on LinkedIn, Instagram and Facebook

This week’s host, Equity Research Analyst Oli Creasey, discusses the ups and downs of the past week with Head of Fixed Interest Research, Richard Carter and Equity Research Analyst Jarek Pominkiewicz. Among the topics discussed – Trump’s tariffs, movements in Europe and 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-markets-surge-as-germany-prepares-for-pivotal-election/

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

You can also find us on LinkedIn, Instagram and Facebook

This week’s host, Equity Research Analyst, Mamta Valechha discusses the ups and downs of the past week with Head of Fixed Interest Research, Richard Carter. Among the topics discussed – Trump's Liberation Day tariffs, Rachel Reeves' Spring Statement, UK Retail figures, and much more.

This week’s host, Investment Manager, Oswald Oduntan discusses the ups and downs of the past week with Head of Fixed Interest Research, Richard Carter. Among the topics discussed – German parliament approves €1tn spending plan, US debt sustainability questions, global markets rising, 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-german-parliament-approves-1tn-spending-plan/

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

You can also find us on LinkedIn, Instagram and Facebook.