Weekly Comment - Markets Uncut

This week’s host, Investment Manager Andrew Jones is joined by Richard Carter, CFA, Head of Fixed Interest Research and Equity Research Analyst, Maurizio Carulli, to discuss recent market developments. Among the topics discussed: The new Japanese Government, a quiet week for the S&P 500, and what is going on with Gold?

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 of 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 does not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting adviser(s) before engaging in any transaction.

This week’s host, Investment Adviser Stephen Irwin is joined by Richard Carter, CFA, Head of Fixed Interest Research and Research Analyst, Billy Ewins, to discuss recent market developments. Among the topics discussed: the attractiveness of Greenland, precious metal's current volatility, Germany's renewal of fiscal spending and the strength of European equities.

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 of 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 does not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting adviser(s) before engaging in any transaction.

This week’s host, Investment Manager Jack Bishop is joined by Richard Carter, CFA, Head of Fixed Interest Research and Simon Woodacre, Fund Research Analyst, to discuss recent market developments. They unpack a turbulent period shaped by geopolitical theatrics, central bank manoeuvring and shifting global market dynamics. Our fixed income and Japanese equities experts break down the key developments from Davos to Tokyo — including Trump driven volatility, UK inflation trends, and Japan’s evolving monetary landscape — offering a grounded perspective on what these events mean for investors in the months ahead.

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 of 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 does not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting adviser(s) before engaging in any transaction.

This week’s host, Investment Manager James Coker is joined by Richard Carter, CFA, Head of Fixed Interest Research and William Howlett, Equity Research Analyst, to discuss recent market developments. Among the topics discussed: Trump's antics in Iran and Greenland, macro highlights, US bank reports and who is allowed to set Credit card interest rates?

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 of 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 does not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting adviser(s) before engaging in any transaction.

This week’s host, Investment Manager Fraser Wilkinson is joined Maurizio Carulli, Head of Commodity and Equity Research Analyst, to discuss recent market developments. Among the topics discussed: Thoughts on the Rio Tinto and Glencore merger, how commodity companies are managing the current Geopolitical tensions, why oil prices are not matching inflation and what are the upcoming commodity prospects.

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 of 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.

This week’s host, Charities Director Charles Mesquita is joined by Richard Carter, CFA, Head of Fixed Interest Research and Alan Mcintosh, Chief Investment Officer, to discuss recent market developments. Among the topics discussed: A brief 2025 recap, Venezuela, Europe’s Santa rally, US data doubts and 2026 predictions.

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 of 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.

This week’s host, Investment Adviser Stephen Irwin is joined by Richard Carter, CFA, Head of Fixed Interest Research and Matthew Dorset, Equity Research Analyst, to discuss recent market developments. Among the topics discussed: The drivers behind the continuous surging public debt, how much debt is too much debt?, the potential impact of peace deals on the defence sector and where are the current best investment opportunities in the defence sector?

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.

This week’s host, Investment Manager Matthew Dawson is joined by Richard Carter, CFA, Head of Fixed Interest Research and Mamta Valechha, Equity Research Analyst, to discuss recent market developments. Among the topics discussed: less tax raises than expected, US investors' views on the UK's fiscal plan, the Bank of England's attempts to reduce future inflation and the potential consumer impact of the Budget.

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.

This week’s host Investment Manager Carl Millard is joined by Richard Carter, CFA, Head of Fixed Interest Research and Ben Barringer, Head of Technology Research, to discuss recent market developments. Among the topics discussed: AI company valuations risk a correction, Open AI and their mega deals with companies, global markets are down and bond yields fell in the US but stayed high in the UK.

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.

This week’s host, Charities Director, Charles Mesquita is joined by Richard Carter, CFA, Head of Fixed Interest Research to discuss recent market developments. Among the topics discussed: US Government shutdown ends, Interest rate uncertainty dominates, Global equities edge higher with Europe outperforming and a rise in bond yields.

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.