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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…

Podcast · By Quilter Cheviot · English · Official site

Indexed episodes, last 90 days
11
Latest publication
Sep 23, 2026
Audience
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Earliest in this view
Jul 14, 2026

Latest episodes

  1. Episode · Sep 23, 2026

    Weekly Comment - Markets Uncut - 21.09.2026 (opens the original)

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    This week, host Damien Maltwood, Investment Manager, is joined by Richard Carter, CFA, Head of Fixed Interest Research, and, via pre-recorded comments, Oli Creasey, Property Analyst, to discuss the latest developments shaping global markets. Their conversation focusses on bond yields, specifically rising government bond yields around the world and what these mean not just for Wall Street but also for Main Street. The team discuss why yields have been on the rise for much of the year while Oli pr

  2. Episode · Sep 15, 2026

    Weekly Comment - Markets Uncut - 14.09.2026 (opens the original)

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    This week’s host, Maria Gardner, Investment Director, is joined by Richard Carter, CFA, Head of Fixed Interest Research and Simon Woodacre, Fund Research Analyst to discuss the latest developments shaping global markets. This week, they discuss all things diversification. Have diversification rules changes and do they need to be looked differently in portfolio construction, the US tech markets and how diversification is taking place here and the use of the bond market in recent investment portfo

  3. Episode · Sep 8, 2026

    Weekly Comment - Markets Uncut - 07.09.2026 (opens the original)

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    This week, host Harry Gibbon, Investment Manager, is joined by Richard Carter, CFA, Head of Fixed Interest Research, and Jarek Pominkiewicz, Equity Research Analyst, to discuss the latest developments shaping global markets. The discuss what can be expected from this week's European Central Bank (ECB) meeting, AI in the capital goods sector and much more.

  4. Episode · Sep 2, 2026

    Weekly Comment - Markets Uncut - 01.09.2026 (opens the original)

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    This week, host Andrew Jones, Investment Manager, is joined by Richard Carter, CFA, Head of Fixed Interest Research, to discuss the latest developments shaping global markets. Together, they examine the UK's growing fiscal challenges, market speculation surrounding a potential September interest rate hike, the implications of Andy Burnham's first major speech as Prime Minister, and the opportunities and risks presented by the rapid advancement of artificial intelligence (AI).

  5. Episode · Aug 25, 2026

    Weekly Comment - Markets Uncut - 24.08.2026 (opens the original)

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    This week's host, Stephen Irwin, Investment Manager is joined by Richard Carter, CFA, Head of Fixed Interest Research, and Saleem Ghaz, Fund Research Analyst, to discuss the latest developments shaping global markets. They explore whether Iran's senior leadership could seek to escalate the conflict to increase costs for the US and what this could mean for investors over the long term, before turning to alternative asset classes, including how we approach hedge funds and the role they play within

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