Taking Stock - After The Bell
Quilter Cheviot
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.
Episodes
Mentioned books
Nov 14, 2025 • 1h 1min
Decoding AI and the future of Technology
QC'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 discuss AI enterprise adoption and productivity improvements, continued capex growth, competitive dynamics amongst the major players and valuations and comparisons to past episodes of technology adoption.
Oct 17, 2025 • 43min
Bubble Watch
The hosts delve into the question of whether the market is in a bubble, particularly focusing on the tech sector's performance since 2020. They discuss concerns about earnings sustainability for large tech firms and the rapidly changing AI landscape. The conversation shifts to economic factors, like Germany's fiscal stimulus and the UK's struggling market, presenting a mixed outlook on equities. With a playful banter, they conclude that while markets aren't broadly bubbly, caution and selectivity are wise in current conditions.
Oct 6, 2025 • 46min
High Fidelity
In this engaging conversation, Alex Wright, a seasoned fund manager at Fidelity, shares insights from his extensive experience in value investing. He discusses the UK market's surprising resilience and what attracts US investors, given its robust fundamentals. Alex highlights the growing interest in mid- and small-cap stocks and the implications of geopolitical shifts on returns. He also dives into the allure of buying out-of-favor sectors and how AI is starting to reshape investment research, making this chat a treasure trove for investment enthusiasts!
Sep 9, 2025 • 37min
Back To School
Now 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 despite the evident economic headwinds.
Aug 8, 2025 • 35min
So much for the Summer lull!
Not 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 I plenty to talk about.
Jul 11, 2025 • 37min
Tariffs, Wars and Deficits - 2025 so far
Now 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 tariffs, geopolitics, and fiscal policy all creating plenty of volatility.
Jul 1, 2025 • 48min
Europe: Old World, New Gains?
In episode 51, we talk to Daniel Avigad, Partner at Lansdowne Partners and fund manager of the Lansdowne European Special Situations fund to delve into the intricacies of European equities, discussing the current market trends, regulatory changes and the impact of geopolitical factors on investment strategies.
Apr 29, 2025 • 56min
Good stocks come in small packages
Victoria Stevens, fund manager at Liontrust, joins us on our 50th episode to talk about what's happening in the UK smaller companies space. Recent performance has been challenging but she makes a compelling case as to why investors should revisit this neglected part of the market.
Apr 11, 2025 • 45min
Tariff-ied Markets
In episode 49, Jonathan and James break down the recent tariff news and discuss what it might mean for companies, the economy and financial markets.
Mar 24, 2025 • 54min
Having a Whale of a Time
Jonathan and James were joined by Stephen Yiu, lead manager of the Blue Whale Growth fund, to discuss Active vs Passive, AI opportunities and which of the Mag 7 can continue to perform.
