HeyJaredTaking Stock - After The Bell
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.
- Indexed episodes, last 90 days
- 4
- Latest publication
- Sep 11, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 6, 2026
Latest episodes
Why Are Americans Buying Our Sheds? (opens the original)
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This week, Jonathan Raymond and James Hughes are joined by Quilter Cheviot property analyst Oli Creasey to discuss the improving outlook for UK commercial property, the blockbuster takeover of Segro, the future of offices and shopping centres, house prices, gilt yields and the latest developments in the AI space.
Emerging Markets Reawaken (opens the original)
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Jonathan and James are joined by Quilter Cheviot's Carly Moorhouse to explore the resurgence of emerging markets. From AI and semiconductors in Taiwan and Korea to China's technological ambitions and India's long-term growth potential, the team discuss the key trends shaping one of the most dynamic areas of global investing.
Missiles, Microchips and Markets (opens the original)
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Hughesy and I recap a mad first half of the year with the Iran War and the continued growth in the AI build-out dominating the landscape. Despite the news flow and volatility, it's been a good period for investors and provides an opportunity for us to dig into some of the detail ahead of holiday season.
The Flat White Economy (opens the original)
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Can the UK return to stronger economic growth? In this episode, Jonathan and James sit down with Peel Hunt's Chief Economist, Kallum Pickering, to discuss the UK's lacklustre economic performance and what might be done to improve the trajectory. Despite all the doom, there are some encouraging that provide some optimism for the future.
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