Weekly Comment - Markets Uncut

This week’s host, Investment Manager, Andrew Cartwright, discusses the past week as Donald Trump returns for a second term as US president, with Richard Carter, Head of Fixed Interest Research and Amisha Chohan, Head of Small Cap Strategy. Among the topics discussed, US bond market, UK 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-budget-impacts-election-dynamics-and-rate-cuts/

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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 David Denton, Technical Consultant. Among the topics discussed – budget impacts, US presidential elections 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-budget-impacts-election-dynamics-and-rate-cuts/

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Weekly Comment - Markets Uncut - 21.10.2024

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, and Consumer Discretionary Analyst, Mamta Valechha. Among the topics discussed – September UK inflation data, the European Central Bank’s latest rate cut, Chinese economic growth data, UK and US retail sales 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-economic-data-sees-stocks-extend-winning-streak/

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Weekly Comment - Markets Uncut - 14.10.2024

This week’s host, Investment Manager, Andrew Cartwright is joined by Richard Carter, Head of Fixed Interest Research and Oli Creasey, Head of Property Research. This week’s podcast discusses the key events of the past week including the notable moves in global bonds market and commodity prices 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-wall-street-hits-new-highs-as-q3-earnings-season-begins/

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Weekly Comment - Markets Uncut - 07.10.2024

This week’s host, Property Research Analyst, Ollie Creasey discusses the ups and downs of the past week with Head of Fixed Interest Research, Richard Carter, and Consumer Discretionary Analyst, Mamta Valechha.

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-chinese-stimulus-sparks-stock-market-rally/?memberurlid=2S60355020557P4975

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Weekly Comment - Markets Uncut - 30.09.2024

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 and Carly Moorhouse, Fund Research Analyst. Among the topics discussed – inflation rates, Chinese equities 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-chinese-stimulus-sparks-stock-market-rally/?memberurlid=2S60355020557P4975

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Weekly Comment - Markets Uncut - 23.09.2024

This week's host, Investment Manager, Andrew Cartwright is joined by Head of Fixed Interest Research, Richard Carter and Head of MPS, Simon Doherty. Among the topics discussed- central banks, interest rates, inflation 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.

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Weekly Comment - Markets Uncut - 09.09.2024

This week’s host, Investment Manager, Fraser Wilkinson discusses the ups and downs of the past week with Head of Fixed Interest Research, Richard Carter. Among the topics discussed –falling interest rates in the UK, what the new UK government will mean for investments 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-a-disappointing-week-as-summer-ends/

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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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