Weekly Comment - Markets Uncut

Weekly Comment - Markets Uncut - 17.02.2025

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/

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Weekly Comment - Markets Uncut - 10.02.2025

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 Equity Research Analyst, Sheena Berry. Among the topics discussed – interest rate cuts, the pharmaceutical sector 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:

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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 Head of Property Research, Ollie Creasey. Among the topics discussed – Trump’s first week in office, European Central Bank (ECB) and Bank of England rate cut expectations, updates in the house-building sector, and much more.

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 Equity Analyst, Maurizio Carruli. Among the topics discussed – inflation rates, UK stocks and more.

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 Equity Research Analyst, Mamta Valechha. Among the topics discussed – Global equities declining, UK gilt yields rising to their highest level since 2008, latest US labour market data, and much more.

This week’s host, Investment Manager, Jack Bishop, alongside regular commentator and Head of Fixed Interest Research, Richard Carter, discusses their predictions for the new year across the US, UK and European markets.

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 Investment Manager, Harry Gibbon. Among the topics discussed – US stocks hitting new record highs, political turmoil in France, Bank of England rate cut expectations, and much more.

This week’s host, Investment Manager, Christopher Scott, alongside regular commentator and Head of Fixed Interest Research, Richard Carter, discusses UK house price jumps, US trade tariffs & the impacts on the stock market following Donald Trump’s election victory, 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-extend-gains-despite-tariff-talk/?memberurlid=2M61049394174P5286

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, Investment Manager Jack Bishop, discusses the ups and downs of the past week with Head of Fixed Interest Research, Richard Carter and Equity Research Analyst, Ben Barringer. Among the topics discussed – latest inflation numbers, NVIDIA, AI 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-investors-weigh-trumps-nominations/

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, Head of Managed Portfolio Service, Simon Doherty 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 – latest global equities movements following the post US-election gains, latest UK economic data, US inflation increasing for the first time in six months, and much more.