Weekly Comment- Markets Uncut - 18.03.2024

This week's host, Head of Fixed Interest Research, Richard Carter discusses the ups and downs of the past week with Investment Manager Andrew Cartwright and Equity Research Analyst, Tom Gilbey. 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.

Read the Weekly Comment article: https://www.quiltercheviot.com/news-and-events/articles/weekly-comment-markets-pull-back-ahead-of-central-bank-decisions/

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Weekly Comment- Markets Uncut - 11.03.2024

This week’s host, Investment Manager, Simon Doherty is joined by Head of Fixed Interest Research, Richard Carter, CFA Carter and Samir Shah, Investment Analyst to discuss UK budget, US polls, Bank of England rate cuts, non-farm payrolls 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://bit.ly/48Ne3iU

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Weekly Comment- Markets Uncut - 26.02.2024

This week’s host, Investment Manager Jack Bishop, catches up with Head of Fixed Interest Research, Richard Carter and Equity Research Analyst, William Howlett. Among the topics discussed – Nvidia’s stellar results, interest rate cuts 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-nvidia-sends-us-market-to-new-highs/

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Weekly Comment- Markets Uncut - 19.02.2024

This week’s host, Executive Director, Fraser Wilkinson is joined by Richard Carter, Head of Fixed Interest Research and Oli Creasey, Head of Property Research. This week’s podcast will discuss US inflation concerns, UK’s recession 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.

Read the Weekly Comment article: https://www.quiltercheviot.com/news-and-events/articles/weekly-comment-us-inflation-concerns/

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Weekly Comment- Markets Uncut - 05.02.2024

This week’s host, Property Analyst, Oli Creasey discusses the ups and downs of the past week with Head of Fixed Interest Research, Richard Carter and Healthcare equity analyst, Sheena Berry. Among the topics discussed – central banks and rate cuts, Chinese economic data and healthcare 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-european-rally-lifts-stocks-into-positive-territory/

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Weekly Comment- Markets Uncut - 29.01.2024

This week’s host, Investment Manager, Andrew Cartwright 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 – the upcoming Federal Reserve and Bank of England interest rate decisions, infrastructure investments and Eurozone interests remaining unchanged at their highest levels on record.

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-european-rally-lifts-stocks-into-positive-territory/

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Weekly Comment- Markets Uncut - 22.01.2024

This week’s host, Investment Manager Anthony Webb, catches up with Head of Fixed Interest Research, Richard Carter and Ben Barringer, Senior Equity Analyst. Among the topics discussed – World Economic Forum meeting in Davos, inflation and tech stocks pushing U.S. markets to all-time highs.

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-us-stocks-rally-to-hit-all-time-high/

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Weekly Comment- Markets Uncut - 15.01.2024

This week’s host, Investment Manager, Edilson Shahini is joined by Richard Carter, Head of Fixed Interest Research and Chris Beckett, Head of Equity Research. This week’s podcast will discuss the implications of the Taiwan, China and US relationships, the latest 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. 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-stocks-recover-from-slow-start/

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Weekly Comment- Markets Uncut - 08.01.2024

This week’s host, Investment Manager, Chris Scott 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 – 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-events/articles/weekly-comment-stocks-pull-back-at-start-of-2024/

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Weekly Comment- Markets Uncut - 04.12.2023

This week’s host, Investment Manager Andrew Cartwright 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 – the UK housing market, inflation decline 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-markets-buoyant-at-end-of-stellar-november/?memberurlid=2S56887695389P3599

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