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
Mar 8, 2024 • 55min
Lessons from a 40-year career
Soon-to-retire Quilter Cheviot Chief Investment Strategist, Alan McIntosh joins us for some fascinating insight and highlights from his 40-year career in fund management and gives some excellent advice for those embarking on their investing journey today.
Feb 23, 2024 • 49min
Blind Date for Stocks
QC Research Analysts Sheena Berry and Ben Barringer join us to discuss the current earnings season and look under the bonnet of a few of the stocks in their sectors.
Feb 9, 2024 • 44min
American Exceptionalism
On episode 25, we are delighted to be joined by Anthony Kingsley, the Chief Investment Officer at Findlay Park Partners and co-manager of the firm’s American Fund. We discuss some of the reasons why US equities have consistently outperformed other markets and their enduring advantages and touch on some of the areas they find interesting.
Jan 31, 2024 • 38min
We Love Bonds
James and I are joined by Quilter Cheviot's 'Bond Man' Richard Carter. Fixed interest markets have undergone a sea change in the last two years with interest rates rising sharply and bond yields rising sharply. We discuss whether inflation was in fact 'transitory' after all, why we've not seen a recession despite widespread predictions for one (guilty as charged) and touch on some of the opportunities in bond markets.
Jan 12, 2024 • 41min
What a Year!
James and I take a look back at what happened in 2023 and highlight areas where investors did well and those areas that were more of a challenge. It was a good year for investors in the end but not all plain sailing. We also tried to look into our crystal balls at what 2024 might bring and Hughesy brings us up to speed with his New Years’ Resolutions.
Dec 18, 2023 • 44min
Profits (Growth) Means Prizes
Freddie Lait, the Managing Partner at Latitude Investment Management, joins us to discuss the importance of earnings growth to equity returns, the 'Magnificent 7', the risk to profit margins and some of the areas of the market where he has found value.
Dec 8, 2023 • 1h 1min
Autumn Statement Damp Squib
We are joined by Ian Cook, Financial Planner, to discuss the what little news there was from the Autumn Statement. We also delve into the world of financial planning and discuss some of the hand-holding that investors inevitably need on their investing journey.
Nov 24, 2023 • 42min
Peak Rates?
We discuss some of the big moves seen in markets following the lower-than-anticipated inflation figures from both sides of the Atlantic and softening in interest rate expectations. We touch on the continued outperformance of the US equity market and discuss the potential opportunity in UK Smaller Companies.
Nov 10, 2023 • 48min
Reasons for Optimism
The pod's first Away Trip. We are joined this week by James Ashley from Goldman Sachs Asset Management in which we discuss an ever-changing world, opportunities in Asia and Japan, de-globalisation, demographics and artificial intelligence. But more importantly, we conclude that we should remain optimistic for the future.
Nov 1, 2023 • 60min
Commodities For The Win?
A lost decade and a half for energy stocks, dynamics in the oil and gas market right now and copper being the key to the energy transition. With QC's energy and materials analyst, Jamie Maddock.
