Weekly Comment - Markets Uncut

Join regular podcast guest, Head of Fixed Interest Research, Richard Carter, and colleagues as they discuss the topics and trends that we have been exploring for you here at Quilter Cheviot in this weekly insight. Quilter Cheviot is one of the UK’s largest discretionary investment management firms offering bespoke investment management. With offices in London and across the UK, as well as Jersey, a European office in Dublin and a DIFC branch in Dubai, Quilter Cheviot offers a comprehensive range of investment services. Quilter Cheviot has developed investment solutions to meet the needs of more than 36,000 clients and designs portfolios which are tailored specifically to their requirements and risk profile. Transparency and trust are at the very heart of everything we do for our clients. Risk warning: Capital at risk Investors should remember that the value of investments, and the income from them, can go down as well as up. You may not recover what you invest. This commentary has been produced for information purposes only and isn’t intended to constitute financial advice; investments referred to may not be suitable for all recipients. Any mention of a specific security should not be interpreted as a solicitation to buy or sell a specific security. To stay up to date with our thoughts on markets news, industry insights and our upcoming events and webinars visit our website www.quiltercheviot.com

Weekly Comment - Markets Uncut is a business podcast hosted by Unknown Host, with 135 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Unknown Host hosts Weekly Comment - Markets Uncut, a business show with 135 episodes published.

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  Episode #1

  Weekly Comment - Markets Uncut - 17.08.2026

  Aug 18, 202625 min

  This week's host, Investment Manager Jack Bishop, is joined by Richard Carter, CFA, Head of Fixed Interest Research, and Ben Barringer, Global Head of Technology Research and Investment Strategist, to discuss the latest developments shaping global markets. Together, they examine whether the Federal Reserve's current stance on interest rates remains appropriate, explore whether UK GDP growth in Q1 and Q2 is following patterns seen in previous years, and consider whether the substantial investment in artificial intelligence (AI) is finally beginning to translate into meaningful revenue growth. 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.

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  Episode #1

  Weekly Comment - Markets Uncut - 10.08.2026

  Aug 11, 202617 min

  This week's host, Investment Adviser Harriet Meade, is joined by Richard Carter, CFA, Head of Fixed Interest Research, and Matt Dorset, Equity Research Analyst, to discuss the latest developments shaping global markets. Together, they explore why rising bond yields have become one of investors' biggest concerns, and whether the market's muted reaction to the new Prime Minister reflects confidence in the UK's outlook or a more cautious wait-and-see approach. They also examine the growing focus on defence spending, asking whether the sector's prospects are already reflected in valuations and identifying industries that could benefit indirectly from increased military investment. 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.

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  Episode #1

  Weekly Comment - Markets Uncut - 03.08.2026

  Aug 4, 202616 min

  This week's host, Investment Manager Suneet Kumar, is joined by Richard Carter, CFA, Head of Fixed Interest Research, and Chris Beckett, Equity Research Analyst, to discuss the latest developments shaping markets. They explore the most significant developments affecting macroeconomic targets, when the new Budget is expected to be announced, and the current health of the consumer relative to market pricing, alongside 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 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.

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  Episode #1

  Weekly Comment - Markets Uncut - 27.07.2026

  Jul 28, 202619 min

  This week, Simon Doherty, Head of Managed Portfolio Services (MPS), is joined by Richard Carter, CFA, Head of Fixed Interest Research, and Will Howlett, Equity Research Analyst, to discuss the latest developments shaping markets. They explore the reaction to the UK's new Prime Minister and the subsequent move in gilt markets, the potential impact of changes to the taxation of the UK banking sector, and what the latest US Q2 earnings reports reveal about the health of the banking industry. 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.

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  Episode #1

  Weekly Comment - Markets Uncut - 20.07.2026

  Jul 21, 202621 min

  This week, Investment Manager Elliott Dixon is joined by Richard Carter, CFA, Head of Fixed Interest Research, and Maurizio Carulli, Commodity Specialist, to unpack the latest developments across global markets and key sector trends. The trio discuss the challenges facing Andy Burnham as he prepares to become Prime Minister, including whether he could reverse Labour's commitment not to issue new North Sea oil and gas drilling licences in response to growing concerns over global energy security. They also explore the recent volatility in oil prices, the impact of renewed hostilities in the Middle East, and whether businesses have become more resilient to geopolitical and supply-chain disruptions. 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.

  ListenShow Notes

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