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.
All content for Taking Stock - After The Bell is the property of Quilter Cheviot and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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.
Are we in a bubble? James and I discuss this as well as touch on a few other issues that are keeping us interested here at QC HQ, including why does everyone seem to hate the UK?
With UK equities among the best performers, we chat with Alex Wright, manager of Fidelity Special Values, for his take on what lies behind the UK’s outperformance, as well as ask the contrarian investor which areas he has been investing in and what he looks for in a stock.
Now that the children are back at school and Hughesy and I are back at our desks, we discuss strong US earnings reports and the pleasing performance of the UK stock market despite the evident economic headwinds.
Not such a quiet Summer! Continued tariff shenanigans, cracks in the US labour market, the sacking of the head of US statistics agency and corporate results season give James and I plenty to talk about.
Now that we've passed the halfway point of 2025, James and I sat down to discuss developments in financial markets so far this year. It's certainly not been a quiet period, with tariffs, geopolitics, and fiscal policy all creating plenty of volatility.
In episode 51, we talk to Daniel Avigad, Partner at Lansdowne Partners and fund manager of the Lansdowne European Special Situations fund to delve into the intricacies of European equities, discussing the current market trends, regulatory changes and the impact of geopolitical factors on investment strategies.
Victoria Stevens, fund manager at Liontrust, joins us on our 50th episode to talk about what's happening in the UK smaller companies space. Recent performance has been challenging but she makes a compelling case as to why investors should revisit this neglected part of the market.
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.
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
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.
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!
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.
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.
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.
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.
Fund Analyst Carly Moorhouse joins us to discuss some of the huge moves in the Chinese stock market recently following the authorities' announcement of monetary and fiscal stimulus measures. We also touch on the bigger picture in respect of the economy and financial markets.
We record live from the FT Weekend Festival where we discuss the 'Great Wealth Transfer' with our Chief Investment Officer Caroline Simmons and Financial Planner Jo Wellman.
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.
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.
