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 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.
Oct 13, 2023 • 48min
The End of the Great Moderation
The fake business cycle, pandemic distortions, the end of neoliberalism and why inflation is about power. We are joined by Dario Perkins, Managing Director at TS Lombard.
Sep 29, 2023 • 40min
Inflation, Gold, Bonds and Beer
The philosophy behind generating good long-term returns, inflation, gold, bonds and beer.
Sep 8, 2023 • 38min
If You Like Pina Coladas
GARS closure. Declining choice for UK investors. Economic growth errors (big ones). UK market concentration. Strava subscriptions. Small cap renaissance?
Aug 18, 2023 • 47min
The Behaviour Gap
The most ominous graph in property. Work from home and Office REITs. Buffett’s bet on US housebuilders. The cost of investor misbehaviour. Troy’s latest newsletter.
Aug 7, 2023 • 54min
Smart Money Moves
This week we were joined by Charlie Parnell, Founder of Money Guided. Funding your twenties in your thirties. The dangers of avoiding decisions. The Phantom Recession. Deflation is the historical norm. The Choice Paradox. Government pension policy. The Bank of England have the wrong tools for the job.
Jul 28, 2023 • 50min
Ports In a Storm
This week we are joined by our Global Technology, Media and Telecoms analyst Ben Barringer. Tech dominance year to date. Netflix freeloaders. Quality outperformance during recessions. Tech pricing power. Meta’s big turnaround.
Jul 7, 2023 • 50min
Rooks and Investors
This week, we were joined by Emma Mogford, Fund Manager of the Premier Miton UK Monthly Income Fund. We discussed, amongst other things, the relative attractiveness of UK equities in a global context, the role of dividends versus share buybacks and the impact on total returns, the discipline of fund management and the importance of having a plan in place, the case for defence and armaments companies, UK housebuilders and consumer spending, and comparing animal behaviour to investing.
Jun 26, 2023 • 54min
Gonna Get Burnt
In this week's episode we are joined by Mike Bell, Global Strategist at JP Morgan to discuss whether the Bank of England might pause from raising interest rates (spoiler alert – they didn’t). Other topics discussed:Britain’s back to work;An inflexion point for global demographics; and Tech stocks don’t need low rates to work.
