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
Sep 19, 2024 • 25min
Cracks in the economy
The FT's markets columnist and an actual professional podcaster, Katie Martin joins us at the FT Weekend Festival for a chat as to what's happening in markets and what she's seeing across the City.
Sep 17, 2024 • 60min
A Chicago Bear or Bull?
David Mortlock, Managing Partner at Berenberg Bank, joins James and Jonathan to take a trip around the world discussing what's going in the economy and pertinent issues in financial markets. David is a big Chicago Bears American Football fan and we get into areas where he's bearish and where he's more bullish.
Aug 9, 2024 • 33min
Volatility Strikes Back!
Volatility is back so James and Jonathan thought it would be opportune to discuss what's been going on in markets in the last few weeks. So much for quiet August markets.
Aug 1, 2024 • 46min
The Indian middle class and a Nifty market
This week, James and Jonathan delve into the all things India with Amit Mehta, Manager of the JP Morgan India Investment Trust. We discuss the favourable demographics, solid macroeconomic backdrop and the strong performance and outlook for the Indian equity market.
Jul 12, 2024 • 50min
Charts that make you go WOW!
Jim Reid, Managing Director and Global Head of Macro and Thematic Research at Deutsche Bank, joins James and I to talk through some pretty epic charts! We touch on Big Tech and productivity, government debt and deficits and long-term demographic changes, all of which have the potential to change the investing landscape.
Jul 3, 2024 • 57min
All hail the UK “Dullness Dividend”
James and I chat to Panmure Liberum's Chief Economist Simon French about all things UK. We get into inflation, how the economy is doing and the discount and opportunity in UK equities. Will a potential “dullness dividend” start to be priced into UK assets?
Jun 3, 2024 • 37min
Do Elections Even Matter?
James and I discuss economics, financial markets and politics with Karen Ward, Chief Strategist EMEA at J. P. Morgan Asset Management. We touch on inflation, growth, Artificial Intelligence, the role of fiscal policy and how investors should be viewing the upcoming elections.
May 15, 2024 • 46min
A Good Start To The Year
James and I are joined by colleague and dog-lover Poppy Fox to take stock of where we are in markets and the economy. It’s been a positive start to the year for investors and we talk through some of the moving parts and drivers.
Apr 30, 2024 • 49min
Buying Exceptional Companies
We were thrilled to talk to Tom Slater and Claire Shaw, Manager and Portfolio Director of Scottish Mortgage Investment Trust. We discuss buying and owning some of the world's most exceptional businesses, both listed on public markets and held privately, and some of the exciting opportunities they have in the portfolio.
Apr 12, 2024 • 49min
Land of the Rising Stockmarket
This week we are joined by Nick Wood, QC's Head of Fund Research, to discuss the resurgence in the Japanese equity market after a prolonged bear market and the opportunity for investors going forward.
