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
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.
Mar 6, 2025 • 1h 1min
Deepseek, AI, and Economic Cycles
This week I am joined by Kallum Pickering, Chief Economist at Peel Hunt, and Sam Boot, Investment Manager, to discuss, AI, tariffs, geopolitics and the prospects for the UK
Feb 7, 2025 • 1h 1min
Sack the PR Department!
We are joined by returning pod champion Dario Perkins, Head of Global Macro at TS Lombard, to chew the fat over where we are in the 'cycle', AI and productivity and indeed his time working with Rachel Reeves in the Treasury. Some great insight as always.
Jan 10, 2025 • 41min
A Magnificent Year
Hughesy and I dissect the major developments and stories from 2024, which ultimately ended up being a good year for diversified investors. Strap in for 2025!
Jan 10, 2025 • 50min
Waymo's World - Riding the Future
QC's Global Head of Technology Ben Barringer joins us for a somewhat impromptu run through on all matters technology.
Nov 26, 2024 • 44min
Finding Diamonds in the Emerging Markets Dust
Veteran Emerging Markets fund manager Rob Marshall-Lee joins us to explain how he looks for great Emerging Markets companies to invest in and Hughesy is reunited with his AirPod.
Nov 18, 2024 • 1h 3min
The Budget and the Missing AirPod
Financial Planner Megan Rimmer joins us to delve into the detail of the recent changes to the pensions landscape in particular at the recent budget. We also touch on the changes to Capital Gains Tax and Business Property Relief.
Nov 7, 2024 • 60min
UK Budget Update
We are joined by former Chief of Staff to the Chancellor of the Exchequer, Adam Smith who shares some words of wisdom from his time in Whitehall, while breaking down the Autumn Statement and discussing what it really means for your money.
Oct 29, 2024 • 56min
Land, They’re Not Making It Anymore
Savills Investment Management’s Chief Investment Officer Andrew Allen joins us to discuss the world of property, including issues such as the rise of online retail, continued flux in the office market and the ongoing shortage of residential property.
