Taking Stock - After The Bell
autor: Quilter Cheviot
Nejnovější epizoda
Bonds Behaving Badly
Bonds Behaving Badly
O tomto podcastu
Join us in our bi-weekly podcast series, hosted by Quilter Cheviot Investment Managers Jonathan Raymond and James Hughes, as they debate the latest market movements of the week. For UK distribution only. 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. Quilter Cheviot and Quilter Cheviot Investment Management are trading names of Quilter Cheviot Limited. Quilter Cheviot Limited is registered in England with number 01923571, registered office at Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Quilter Cheviot Limited is a member of the London Stock Exchange and authorised and regulated by the UK Financial Conduct Authority.
Epizody
Nejnovějších 20 z 71 epizod
- Bonds Behaving Badly · 49 min · Epizoda 71Bond markets are behaving badly. In Episode 71 of Taking Stock: After The Bell, Lloyd Harris of Premier Miton joins Jonathan Raymond and James Hughes to discuss rising bond…
- Why Are Americans Buying Our Sheds? · 54 min · Epizoda 70This week, Jonathan Raymond and James Hughes are joined by Quilter Cheviot property analyst Oli Creasey to discuss the improving outlook for UK commercial property, the…
- Emerging Markets Reawaken · 38 min · Epizoda 69Jonathan and James are joined by Quilter Cheviot's Carly Moorhouse to explore the resurgence of emerging markets. From AI and semiconductors in Taiwan and Korea to China's…
- Missiles, Microchips and Markets · 38 min · Epizoda 68Hughesy and I recap a mad first half of the year with the Iran War and the continued growth in the AI build-out dominating the landscape. Despite the news flow and volatility…
- The Flat White Economy · 1 h 1 min · Epizoda 67Can the UK return to stronger economic growth? In this episode, Jonathan and James sit down with Peel Hunt's Chief Economist, Kallum Pickering, to discuss the UK's lacklustre…
- AI: Boom, Bottlenecks and the Next Big Bet · 1 h 5 min · Epizoda 66Jonathan and James sit down with Polar Capital's Ben Rogoff to unpack the AI boom, where the real investment opportunities lie, and what comes next for tech markets.
- Taking Stock of Your Finances · 58 min · Epizoda 65In this episode, we're joined by Financial Planner Megan Rimmer to discuss how to take control of your finances. From understanding your spending and setting goals, to making the…
- Money on Your Mind · 49 min · Epizoda 64In this episode of Taking Stock – After The Bell, we're joined by financial psychotherapist Vicky Reynal to explore why money so often triggers fear, anxiety and emotional…
- From Girona to Geopolitics · 32 min · Epizoda 63In this episode, Jonathan and James unpack a turbulent start to the year for markets, dominated by geopolitical tension in the Middle East, the continued closure of the Strait of…
- A Candid Conversation with the QC CEO · 38 min · Epizoda 1Jonathan and James sit down with Quilter Cheviot CEO John Goddard to discuss his global career, what drew him to QC and how he sees the future of wealth management. They explore…
- Bricks over Bytes · 39 min · Epizoda 1Episode 61 of Taking Stock – After The Bell looks at a dramatic shift beneath the surface of markets as fears around AI disruption meet valuations, earnings and hard assets…
- Dog on a Lead · 47 min · Epizoda 60James and I sit down with Freddie Lait, Managing Partner at Latitude Investment Management, to discuss markets, valuations and where he's finding global equity opportunities in a…
- What happened in 2025 and what lies ahead · 47 min · Epizoda 59Following a busy, yet relaxing Christmas break James and I are back in the saddle to discuss the highlights (and lowlights) from 2025 — despite cancelled trains, fire alarms and…
- Not Another Budget Podcast! · 32 min · Epizoda 58Jonathan Raymond and James Hughes discuss recent moves in markets including the latest wobble in certain areas of financial markets and we discuss the diverging outlook for 2026…
- Decoding AI and the future of Technology · 1 h 1 min · Epizoda 57QC's Head of Technology Research Ben Barringer joins James and I for an update on developments in the tech sector following the release of earnings from the major players. We…
- Bubble Watch · 43 min · Epizoda 56Are we in a bubble? James and I discuss this as well as touch on a few other issues that are keeping us interested here at QC HQ, including why does everyone seem to hate the UK?
- High Fidelity · 46 min · Epizoda 55With UK equities among the best performers, we chat with Alex Wright, manager of Fidelity Special Values, for his take on what lies behind the UK’s outperformance, as well as ask…
- Back To School · 37 min · Epizoda 54Now that the children are back at school and Hughesy and I are back at our desks, we discuss strong US earnings reports and the pleasing performance of the UK stock market…
- So much for the Summer lull! · 35 min · Epizoda 53Not such a quiet Summer! Continued tariff shenanigans, cracks in the US labour market, the sacking of the head of US statistics agency and corporate results season give James and…
- Tariffs, Wars and Deficits - 2025 so far · 37 min · Epizoda 52Now that we've passed the halfway point of 2025, James and I sat down to discuss developments in financial markets so far this year. It's certainly not been a quiet period, with…
