Weekly Comment - Markets Uncut

This week's host, James Coker, Investment Manager, discusses recent market developments with Richard Carter, Head of Fixed Interest Research. Among the topics discussed; tariff deals, US employment data and inflation.

This week's host, Investment Manager Harry Gibbon, discusses recent market developments with Richard Carter, Head of Fixed Interest Research, and Ben Barringer, Head of Technology Research. Among the topics discussed – Markets reacting to the latest EU-US trade deal, US stocks marginally outperforming last week, latest UK retail sales data, and much more.

This week’s host, Investment Manager James Coker, discusses recent market developments with regular podcast guest Chris Beckett, Head of Research. Among the topics discussed – Rachel Reeves and UK fiscal policy, uncertainty around Trump’s tariff threats, and the Federal Reserve’s monetary policy meeting.

This week's host, Investment Manager Chris Scott, discusses recent market developments with Ghaz Saleem, Fund Research Analyst, and William Howlett, Equity Research Analyst. Among the topics discussed – US markets rising on the back of positive employment data, UK markets rumbling amidst political rumours, and much more.

This week’s host, Investment Manager Andrew Cartwright, discusses recent market developments with regular podcast guest Richard Carter, Head of Fixed Interest Research, and Equity Research Analyst, Oli Creasey. Among the topics discussed – how recent conflicts have affected markets, property investments 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.

This week's host, Head of Responsible Investment Gemma Woodward, discusses the ups and downs of the past week with Head of Fixed Interest Research, Richard Carter and Senior Fund Research Analyst, Samir Shah. Among the topics discussed – the Middle East conflict, the UK government's growth agenda 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. 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, Fraser Wilkinson 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 – the Middle East conflict and the impact on markets, oil price fluctuations and possible OPEC interventions, CPI outlook, 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.

This week’s host, Investment Manager Oswald Oduntan, discusses recent market developments with regular podcast guest Richard Carter, Head of Fixed Interest Research, and Head of Equity Research, Chris Beckett. Among the topics discussed – how markets have weathered the Trump-imposed tariff storm, the impact of consumer confidence on discretionary spending, and attractive opportunities found in defence.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/

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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/

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 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.