Weekly Comment - Markets Uncut

This week’s host, Investment Manager Andrew Jones, is joined by Richard Carter, CFA, Head of Fixed Interest Research, and Maurizio Carulli, our Global Energy and Materials Analyst, to unpack the latest movements in global markets and key sector developments. The discussion explores Richards thoughts on the weekend's election updates and results, why oil prices won't drop even if the war is to end tomorrow, how the US midterms can affect the war and Trump and Shell's better than expected results.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 of 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. This material is not tax, legal or accounting advice and should not be relied on for tax, legal or accounting purposes. Quilter Cheviot Limited does not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting adviser(s) before engaging in any transaction.

This week’s host, Investment Manager Andrew Jones, is joined by Richard Carter, CFA, Head of Fixed Interest Research, and Ben Barringer, Head of Technology, to unpack the latest movements in global markets and key sector developments. The discussion explores the need for greater control over government borrowing and gilt markets, takes stock of recent results from the technology sector, and considers whether concerns about AI displacing jobs are overblown because of the unstoppable process of human evolution.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 of 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. This material is not tax, legal or accounting advice and should not be relied on for tax, legal or accounting purposes. Quilter Cheviot Limited does not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting adviser(s) before engaging in any transaction.

This week’s host, Investment Manager Andrew Cartwright, is joined by Richard Carter, CFA, Head of Fixed Interest Research, and Oli Creasey, Head of Property Research, to unpack the latest movements in global markets and sector developments. Among the topics discussed: How central banks are expected to respond on interest rates amid the ongoing conflict, recent updates from the property sector, and the continued strength of AI data centre property and the senior living sector.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 of 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. This material is not tax, legal or accounting advice and should not be relied on for tax, legal or accounting purposes. Quilter Cheviot Limited does not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting adviser(s) before engaging in any transaction.

This week’s host, Investment Manager James Coker, is joined by Richard Carter, CFA – Head of Fixed Interest Research and Mamta Valechha, Equity Research Analyst to break down the latest movements in global markets and sector developments. Among the topics discussed: geopolitics drive volatility and inflation, higher yields reshape fixed income appeal, luxury demand diverges by region and jewellery outshines soft luxury.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 of 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. This material is not tax, legal or accounting advice and should not be relied on for tax, legal or accounting purposes. Quilter Cheviot Limited does not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting adviser(s) before engaging in any transaction.

This week’s host, Investment Manager Jack Bishop, is joined by Richard Carter, CFA – Head of Fixed Interest Research and Ben Barringer global equity research analyst to break down the latest movements in global markets and sector developments. Among the topics discussed: The latest reaction to the ceasefire, how are the Mag 6 performing in the recent turmoil and the potential Initial Public Offerings (IPOs) that could be coming up.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 of 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. This material is not tax, legal or accounting advice and should not be relied on for tax, legal or accounting purposes. Quilter Cheviot does not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting adviser(s) before engaging in any transaction.

This week’s host, Investment Manager Andrew Jones, is joined by Chris Beckett - Consumer Staples Analyst and Maurizio Carulli - Equity Research Analyst, to break down the latest movements in global markets and sector developments. Among the topics discussed: the newly downgraded economic growth expectations, alternative routes for Middle Eastern oil that bypass the Strait of Hormuz, and how could all of this affect soft commodity prices?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 of 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. This material is not tax, legal or accounting advice and should not be relied on for tax, legal or accounting purposes. Quilter Cheviot does not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting adviser(s) before engaging in any transaction.

This week’s host, Investment Manager Jack Bishop, is joined by Richard Carter, CFA – Head of Fixed Interest Research, and Matthew Dorset – Equity Research Analyst, specialising in aerospace and defence, and transport, to break down the latest movements in global markets and sector developments. Among the topics discussed: How does the disruption of energy markets affect inflation and impact economic growth, how are defence companies improving their cost effectiveness for intercepting cheaper threats and the new insurance costs which are coming with the Strait of Hormuz.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 of 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. This material is not tax, legal or accounting advice and should not be relied on for tax, legal or accounting purposes. Quilter Cheviot does not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting adviser(s) before engaging in any transaction.

This week’s host, Investment Manager Andrew Cartwright, is joined by Richard Carter, CFA – Head of Fixed Interest Research, and Carly Moorhouse – Fund Research Analyst, to break down the latest movements in global markets and sector developments. Among the topics discussed: the recent responses from the financial markets, how the recent events have affected the Asian markets and how do we decide if a Geopolitical development is significant enough to influence our fund recommendations. 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 of 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. This material is not tax, legal or accounting advice and should not be relied on for tax, legal or accounting purposes. Quilter Cheviot does not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting adviser(s) before engaging in any transaction.

This week’s host, Head of Managed Portfolio Service (MPS) Investment Funds Antony Webb, is joined by Richard Carter, CFA – Head of Fixed Interest Research, Maurizio Carulli – Equity Research Analyst and Caroline Simmons – Chief Investment Officer, in a follow up episode of the client webinar hosted last week about the Middle East war. Among the topics discussed: the movements and predictions for prices in the oil markets, the significance of energy price moves on inflation, the impact on the equity markets and our current portfolio positioning.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 of 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. This material is not tax, legal or accounting advice and should not be relied on for tax, legal or accounting purposes. Quilter Cheviot does not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting adviser(s) before engaging in any transaction.

This week’s host, Investment Manager Christ Scott is joined by Investment Strategist, Tim Armitage to discuss recent market developments. Among the topics discussed: the significance of diversification in your portfolios, volatility in perhaps over invested Ai stocks, and how important will the US 2025 Gross Domestic Product (GDP) data release going to be to investors and markets?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 of 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. This material is not tax, legal or accounting advice and should not be relied on for tax, legal or accounting purposes. Quilter Cheviot does not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting adviser(s) before engaging in any transaction.

This week’s host, Investment Manager Andrew Jones is joined by Richard Carter, CFA, Head of Fixed Interest Research and Equity Research Analyst, Maurizio Carulli, to discuss recent market developments. Among the topics discussed: The new Japanese Government, a quiet week for the S&P 500, and what is going on with Gold?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 of 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. This material is not tax, legal or accounting advice and should not be relied on for tax, legal or accounting purposes. Quilter Cheviot does not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting adviser(s) before engaging in any transaction.

This week’s host, Investment Adviser Stephen Irwin is joined by Richard Carter, CFA, Head of Fixed Interest Research and Research Analyst, Billy Ewins, to discuss recent market developments. Among the topics discussed: the attractiveness of Greenland, precious metal's current volatility, Germany's renewal of fiscal spending and the strength of European equities. 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 of 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. This material is not tax, legal or accounting advice and should not be relied on for tax, legal or accounting purposes. Quilter Cheviot does not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting adviser(s) before engaging in any transaction.

This week’s host, Investment Manager Jack Bishop is joined by Richard Carter, CFA, Head of Fixed Interest Research and Simon Woodacre, Fund Research Analyst, to discuss recent market developments. They unpack a turbulent period shaped by geopolitical theatrics, central bank manoeuvring and shifting global market dynamics. Our fixed income and Japanese equities experts break down the key developments from Davos to Tokyo — including Trump driven volatility, UK inflation trends, and Japan’s evolving monetary landscape — offering a grounded perspective on what these events mean for investors in the months ahead.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 of 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. This material is not tax, legal or accounting advice and should not be relied on for tax, legal or accounting purposes. Quilter Cheviot does not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting adviser(s) before engaging in any transaction.

This week’s host, Investment Manager James Coker is joined by Richard Carter, CFA, Head of Fixed Interest Research and William Howlett, Equity Research Analyst, to discuss recent market developments. Among the topics discussed: Trump's antics in Iran and Greenland, macro highlights, US bank reports and who is allowed to set Credit card interest rates?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 of 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. This material is not tax, legal or accounting advice and should not be relied on for tax, legal or accounting purposes. Quilter Cheviot does not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting adviser(s) before engaging in any transaction.

This week’s host, Investment Manager Fraser Wilkinson is joined Maurizio Carulli, Head of Commodity and Equity Research Analyst, to discuss recent market developments. Among the topics discussed: Thoughts on the Rio Tinto and Glencore merger, how commodity companies are managing the current Geopolitical tensions, why oil prices are not matching inflation and what are the upcoming commodity prospects.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 of 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. This material is not tax, legal or accounting advice and should not be relied on for tax, legal or accounting purposes. Quilter Cheviot Limited does not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting adviser(s) before engaging in any transaction.

This week’s host, Charities Director Charles Mesquita is joined by Richard Carter, CFA, Head of Fixed Interest Research and Alan Mcintosh, Chief Investment Officer, to discuss recent market developments. Among the topics discussed: A brief 2025 recap, Venezuela, Europe’s Santa rally, US data doubts and 2026 predictions.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 of 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. This material is not tax, legal or accounting advice and should not be relied on for tax, legal or accounting purposes. Quilter Cheviot Limited does not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting adviser(s) before engaging in any transaction.

This week’s host, Investment Adviser Stephen Irwin is joined by Richard Carter, CFA, Head of Fixed Interest Research and Matthew Dorset, Equity Research Analyst, to discuss recent market developments. Among the topics discussed: The drivers behind the continuous surging public debt, how much debt is too much debt?, the potential impact of peace deals on the defence sector and where are the current best investment opportunities in the defence sector?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. This material is not tax, legal or accounting advice and should not be relied on for tax, legal or accounting purposes. Quilter Cheviot Limited does not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting adviser(s) before engaging in any transaction.

This week’s host, Investment Manager Matthew Dawson is joined by Richard Carter, CFA, Head of Fixed Interest Research and Mamta Valechha, Equity Research Analyst, to discuss recent market developments. Among the topics discussed: less tax raises than expected, US investors' views on the UK's fiscal plan, the Bank of England's attempts to reduce future inflation and the potential consumer impact of the Budget.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. This material is not tax, legal or accounting advice and should not be relied on for tax, legal or accounting purposes. Quilter Cheviot Limited does not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting adviser(s) before engaging in any transaction.

This week’s host Investment Manager Carl Millard is joined by Richard Carter, CFA, Head of Fixed Interest Research and Ben Barringer, Head of Technology Research, to discuss recent market developments. Among the topics discussed: AI company valuations risk a correction, Open AI and their mega deals with companies, global markets are down and bond yields fell in the US but stayed high in the UK.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. This material is not tax, legal or accounting advice and should not be relied on for tax, legal or accounting purposes. Quilter Cheviot Limited does not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting adviser(s) before engaging in any transaction.

This week’s host, Charities Director, Charles Mesquita is joined by Richard Carter, CFA, Head of Fixed Interest Research to discuss recent market developments. Among the topics discussed: US Government shutdown ends, Interest rate uncertainty dominates, Global equities edge higher with Europe outperforming and a rise in bond yields.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. This material is not tax, legal or accounting advice and should not be relied on for tax, legal or accounting purposes. Quilter Cheviot Limited does not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting adviser(s) before engaging in any transaction.

This week’s host Investment Manager Andrew Cartwright is joined by Richard Carter, CFA, Head of Fixed Interest Research and William Howlett, Equity Research Analyst, to discuss recent market developments. Topics include whether the US government shutdown is finally close to ending, predictions for the UK budget statement, and the strong performance of US tech firms compared to the struggles of US regional banks.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. This material is not tax, legal or accounting advice and should not be relied on for tax, legal or accounting purposes. Quilter Cheviot Limited does not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting adviser(s) before engaging in any transaction.

This week’s host Investment Manager Marius Hutcheson is joined by Richard Carter, CFA, head of Fixed Interest Research and Mamta Valechha, Equity Research Analyst, to discuss recent market developments. Among the topics discussed: US interest rate cut, a sharp rise in the UK government borrowing, the Magnificent Seven's impressive earnings, and Amazon's success including AWS (Amazon Web Services) regaining the lead across the hyperscalers.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. This material is not tax, legal or accounting advice and should not be relied on for tax, legal or accounting purposes. Quilter Cheviot Limited does not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting adviser(s) before engaging in any transaction.

This week’s host Investment Adviser Darragh Moore is joined by Tim Armitage, Investment Strategist, to discuss recent market developments. Among the topics discussed: the US-China Trade effect, strong equity performances, US inflation and the key upcoming events likely to shape market sentiment.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. This material is not tax, legal or accounting advice and should not be relied on for tax, legal or accounting purposes. Quilter Cheviot Limited does not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting adviser(s) before engaging in any transaction.

This week’s host Investment Manager Andrew Jones joins Richard Carter, Head of Fixed Interest Research and Maurizio Carulli, Equity Research Analyst, to discuss recent market developments. Among the topics discussed: continued US government shutdown, US bank loan issues, a spike in Copper and some French stability.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. This material is not tax, legal or accounting advice and should not be relied on for tax, legal or accounting purposes. Quilter Cheviot Limited does not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting adviser(s) before engaging in any transaction.

This week’s host, Investment Manager Oswald Oduntan, is joined by Richard Carter, CFA, Head of Fixed Interest Research, and Ben Barringer, Global Head of Technology Research and Investment Strategist to discuss recent market developments. Among the topics discussed: the flaring US-China trade tensions, a surge in Gold, European political uncertainty and UK initial public offering showing signs of life.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. This material is not tax, legal or accounting advice and should not be relied on for tax, legal or accounting purposes. Quilter Cheviot Limited does not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting adviser(s) before engaging in any transaction.

This week’s host, Head of Managed Portfolio Services Simon Doherty, is joined by Richard Carter, CFA, head of Fixed Interest Research, and Jarek Pominkiewicz, Equity Research Analyst, specialising in capital goods and industrials companies across the UK, Europe and the US to discuss recent market developments. Among the topics discussed: the US government shutdown, the new Japanese Prime Minister, stimulus spending in Germany and a French political crisis?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. This material is not tax, legal or accounting advice and should not be relied on for tax, legal or accounting purposes. Quilter Cheviot Limited does not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting adviser(s) before engaging in any transaction.

This week’s host, Investment Manager Jack Bishop joins Richard Carter, head of Fixed Interest Research and William Howlett, Equity Research Analyst, to discuss recent market developments. Among the topics discussed: diverging Fed views, a softening US labour market, and resilient growth, whilst over in Europe fiscal pressures mount in both the UK and France, with banks in the spotlight facing new margin challenges and potential tax threats.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. This material is not tax, legal or accounting advice and should not be relied on for tax, legal or accounting purposes. Quilter Cheviot Limited does not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting adviser(s) before engaging in any transaction.

This week's host, Oli Creasey, Head of Property Research, joins Richard Carter, Head of Fixed Interest Research, to discusses recent market developments. Among the topics discussed; Fed rate cuts, what the upcoming UK labour budget means for the gilt market and the economic impact of France's vote of no confidence.

This week's host, Investment Manager Fraser Wilkinson, discusses recent market developments with Richard Carter, Head of Fixed Interest Research. Among the topics discussed – UK bond yields rising to alarming levels, the impact of rising yields on portfolios, latest political turmoil in France, and much more.

This week's host, Jack Bishop, Investment Manager, joins Richard Carter, Head of Fixed Interest Research and Carly Moorhouse, Research Analyst covering Asia and Emerging Markets, to discuss recent market developments. Among the topics discussed; Nvidia and AMD to pay 15% of China chip sales to US, Trump's 90 day extension with China and Q2 UK GDP data.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. This material is not tax, legal or accounting advice and should not be relied on for tax, legal or accounting purposes. Quilter Cheviot Limited does not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting adviser(s) before engaging in any transaction.

This week's host, James Coker, Investment Manager, discusses recent market developments with Richard Carter, Head of Fixed Interest Research. Among the topics discussed; tariff deals, US employment data and inflation.

This week's host, Investment Manager Harry Gibbon, discusses recent market developments with Richard Carter, Head of Fixed Interest Research, and Ben Barringer, Head of Technology Research. Among the topics discussed – Markets reacting to the latest EU-US trade deal, US stocks marginally outperforming last week, latest UK retail sales data, and much more.

This week’s host, Investment Manager James Coker, discusses recent market developments with regular podcast guest Chris Beckett, Head of Research. Among the topics discussed – Rachel Reeves and UK fiscal policy, uncertainty around Trump’s tariff threats, and the Federal Reserve’s monetary policy meeting.

This week's host, Investment Manager Chris Scott, discusses recent market developments with Ghaz Saleem, Fund Research Analyst, and William Howlett, Equity Research Analyst. Among the topics discussed – US markets rising on the back of positive employment data, UK markets rumbling amidst political rumours, and much more.

This week’s host, Investment Manager Andrew Cartwright, discusses recent market developments with regular podcast guest Richard Carter, Head of Fixed Interest Research, and Equity Research Analyst, Oli Creasey. Among the topics discussed – how recent conflicts have affected markets, property investments and much more.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. This material is not tax, legal or accounting advice and should not be relied on for tax, legal or accounting purposes. Quilter Cheviot Limited does not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting adviser(s) before engaging in any transaction.

This week's host, Head of Responsible Investment Gemma Woodward, discusses the ups and downs of the past week with Head of Fixed Interest Research, Richard Carter and Senior Fund Research Analyst, Samir Shah. Among the topics discussed – the Middle East conflict, the UK government's growth agenda and more.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. This material is not tax, legal or accounting advice and should not be relied on for tax, legal or accounting purposes. Quilter Cheviot Limited does not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting adviser(s) before engaging in any transaction.

This week’s host, Investment Manager, Fraser Wilkinson discusses the ups and downs of the past week with Equity Research Analyst, Maurizio Carulli, and Head of Fixed Interest Research, Richard Carter. Among the topics discussed – the Middle East conflict and the impact on markets, oil price fluctuations and possible OPEC interventions, CPI outlook, and much more.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. This material is not tax, legal or accounting advice and should not be relied on for tax, legal or accounting purposes. Quilter Cheviot Limited does not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting adviser(s) before engaging in any transaction.

This week’s host, Investment Manager Oswald Oduntan, discusses recent market developments with regular podcast guest Richard Carter, Head of Fixed Interest Research, and Head of Equity Research, Chris Beckett. Among the topics discussed – how markets have weathered the Trump-imposed tariff storm, the impact of consumer confidence on discretionary spending, and attractive opportunities found in defence.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.Read the Weekly Comment article: https://www.quiltercheviot.com/news-and-events/articles/weekly-comment-trump-not-going-quietly-on-tariffs/Subscribe to the Weekly Comment newsletter: https://www.quiltercheviot.com/subscribe/You can also find us on LinkedIn, Instagram and Facebook

This week’s host, Investment Manager Harry Gibbon, discusses recent market developments with regular podcast guest Richard Carter, Head of Fixed Interest Research, and Equity Research Analyst, Phil Ross. Among the topics discussed – latest on Trump imposed tariff aftermath, upcoming ECB interest rate decision, sustainable investment news and much more.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.Read the Weekly Comment article: https://www.quiltercheviot.com/news-and-events/articles/weekly-comment-trump-not-going-quietly-on-tariffs/Subscribe to the Weekly Comment newsletter: https://www.quiltercheviot.com/subscribe/You can also find us on LinkedIn, Instagram and Facebook

This week's host, Equity Research Analyst, Oli Creasey discusses the ups and downs of the past week with Equity Research Analyst, Maurizio Carulli, and Head of Fixed Interest Research, Richard Carter. Among the topics discussed – Worldwide markets recovering in light of President Donald Trump's change of stance on EU tariffs, US stocks underperforming while UK stocks outperforming on the week, inflation increasing sizeably in the UK, and much more.

This week’s host, Jack Bishop, Investment Manager, discusses an eventful week in the markets with Head of Fixed Interest Research, Richard Carter and Sheena Berry, Healthcare Equity Research Analyst.Among the topics discussed — the 90-day tariff pause between the US and China, recent US inflation data, the UK’s GDP growth of 0.70% in the first quarter of 2025, and Trump's executive order on lowering US drug prices and its impact on the healthcare sector, and much more.

This week’s host, Investment Manager Andrew Cartwright, discusses recent market trends and events with Richard Carter, Head of Fixed Interest Research. Key topics include UK rate cuts, trade deals and much more.

This week’s host, Investment Director, Caroline Langley discusses the ups and downs of the past week with Equity Research Analyst, Phil Ross, and Head of Fixed Interest Research, Richard Carter. Among the topics discussed – interest rate expectations, interpreting the latest PMI data, the impact of trade uncertainty on the renewable energy and utilities sectors, and much more.

This week’s host, Investment Manager, Andrew Cartwright discusses the ups and downs of the past week with Senior Equity Analyst, Will Howlett, and Head of Fixed Interest Research, Richard Carter. Among the topics discussed – US assets coming under pressure in light of President Donald Trump’s renewed attacks on Jay Powell, UK equities posting positive returns alongside headline UK inflation falling more than expected, European equities rising, and much more.

This week’s host, Fraser Wilkinson, Investment Manager discusses an eventful week in the markets with Head of Fixed Interest, Richard Carter. Among the topics discussed — tariffs, pauses and exemptions, a volatile week for the bond markets and the latest macroeconomic developments.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.Read the Weekly Comment article: https://www.quiltercheviot.com/news-and-events/articles/weekly-comment-stocks-stabilise-as-trump-announces-tariff-pause/Subscribe to the Weekly Comment newsletter: https://www.quiltercheviot.com/subscribe/You can also find us on LinkedIn, Instagram and Facebook

This week’s host, Equity Research Analyst Oli Creasey, discusses the ups and downs of the past week with Head of Fixed Interest Research, Richard Carter and Equity Research Analyst Jarek Pominkiewicz. Among the topics discussed – Trump’s tariffs, movements in Europe and more.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.Read the Weekly Comment article: https://www.quiltercheviot.com/news-and-events/articles/weekly-comment-markets-surge-as-germany-prepares-for-pivotal-election/Subscribe to the Weekly Comment newsletter: https://www.quiltercheviot.com/subscribe/You can also find us on LinkedIn, Instagram and Facebook

This week’s host, Equity Research Analyst, Mamta Valechha discusses the ups and downs of the past week with Head of Fixed Interest Research, Richard Carter. Among the topics discussed – Trump's Liberation Day tariffs, Rachel Reeves' Spring Statement, UK Retail figures, and much more.

This week’s host, Investment Manager, Oswald Oduntan discusses the ups and downs of the past week with Head of Fixed Interest Research, Richard Carter. Among the topics discussed – German parliament approves €1tn spending plan, US debt sustainability questions, global markets rising, and much more.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. This material is not tax, legal or accounting advice and should not be relied on for tax, legal or accounting purposes. Quilter Cheviot Limited does not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting adviser(s) before engaging in any transaction.Read the Weekly Comment article: https://www.quiltercheviot.com/news-and-events/articles/weekly-comment-german-parliament-approves-1tn-spending-plan/Subscribe to the Weekly Comment newsletter: https://www.quiltercheviot.com/subscribe/You can also find us on LinkedIn, Instagram and Facebook.

This week’s host, Investment Manager Christopher Scott, discusses developments in the markets within the past week with Head of Fixed Interest Research, Richard Carter and Equity Research Analyst, Matthew Dorset. Among the topics discussed – the trade war lead by Trump, Starmer’s announcement regarding UK defence spending, and many more.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.