Weekly Comment - Markets Uncut - 02.09.2024

This week's host, Investment Manager, Chris Scott is joined by Head of Fixed Interest Research, Richard Carter and our Equity Research Analyst, Ben Barringer. Among the topics discussed - stock cut rates, non-farm payroll numbers, UK economy 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-stocks-edge-higher/

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Weekly Comment- Markets Uncut - 20.08.2024

This week’s host, Investment Manager, Fraser Wilkinson discusses the ups and downs of the past week with Equity Analyst, Oli Creasey. Among the topics discussed – iron prices and the steel market.

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-enjoy-best-week-of-the-year/

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Weekly Comment- Markets Uncut - 12.08.2024

This week’s host, Investment Manager, Andrew Cartwright is joined by Richard Carter, Head of Fixed Interest Research and Ben Barringer, Equity Research Analyst. A rollercoaster week across markets, heightened volatility and what to watch going forward are discussed, along with 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-stocks-end-volatile-week-little-changed/

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Weekly Comment- Markets Uncut - 30.07.2024

This week’s host, Head of Property Research, Ollie Creasey is joined by Head of Research, Chris Beckett, and Sheena Berry, Equity Research Analyst, to discuss the ups and downs of the past week. Among topics discussed - GDP, interest rate cuts, employment and inflation data 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-tech-stock-returns-paint-a-tricky-week-for-markets/

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Weekly Comment- Markets Uncut - 22.07.2024

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, and Technology Research Analyst, Ben Barringer. Among the topics discussed – a week of divergence amongst global stocks, US tech large caps giving up territory to cyclical and small cap sectors, latest UK economic indicators leading to an increase in the pound, 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-small-caps-shine-as-tech-pulls-back/

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Weekly Comment- Markets Uncut - 15.07.2024

This week’s host, Investment Manager, Edilson Shahini discusses the ups and downs of the past week with Head of Fixed Interest Research, Richard Carter and Fund Research Analyst Ghaz Saleem. Among the topics discussed – falling inflation lifting Wall Street, interest rates and recent election 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-falling-us-inflation-lifts-wall-street/

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Weekly Comment- Markets Uncut - 08.07.2024

This week’s host, Investment Manager, Daniel Jolliffe is joined by Richard Carter, Head of Fixed Interest Research and Chris Beckett, Head of Research. This week’s podcast will discuss Labour’s triumph in the UK election, the second round of the French election and financial outcomes of these results.

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-politics-take-centre-stage-in-a-strong-week-for-major-markets/

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Weekly Comment- Markets Uncut - 01.07.2024

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, CFA and William Howlett, Equity Research Analyst specialising in the financial sector. Among the topics discussed – upcoming elections, 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.

Read the Weekly Comment article: https://www.quiltercheviot.com/news-and-events/articles/weekly-comment-a-week-of-calm-before-earnings-reports-and-elections/https://www.quiltercheviot.com/news-and-events/articles/weekly-comment-us-stocks-hit-new-highs-as-europe-declines/

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This week’s host Investment Manager, Christopher Scott, 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- Swiss national bank trim rates, UK inflation rates, energy prices and much more.

Weekly Comment- Markets Uncut - 17.06.2024

This week’s host, Investment Manager Andrew Cartwright, is joined by Head of Fixed Interest Research, Richard Carter to discuss: a week of divergence between US and European stocks, flat US CPI figures, UK stocks declining and signalling growth stagnation, France calling a snap legislative 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.

Read the Weekly Comment article: https://www.quiltercheviot.com/news-and-events/articles/weekly-comment-us-stocks-hit-new-highs-as-europe-declines/

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

You can also find us on LinkedIn, Instagram and Twitter