Join us in our bi-weekly podcast series, hosted by Quilter Cheviot Investment Managers, Jonathan Raymond, James Hughes and David Henry. The trio are joined by guests across Quilter Cheviot, to provide a roundup of the current events shaping markets and their impact on the macroeconomic outlook.
For any questions, or to let us know what topics you would like covered in the future, please enquire via email at email@example.com.
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Episode 15: If You Like Pina Coladas
GARS closure. Declining choice for UK investors. Economic growth errors (big ones). UK market concentration. Strava subscriptions. Small cap renaissance?
Episode 14: The Behaviour Gap
The most ominous graph in property. Work from home and Office REITs. Buffett’s bet on US housebuilders. The cost of investor misbehaviour. Troy’s latest newsletter.
Episode 13: Smart Money Moves
This week we were joined by Charlie Parnell, Founder of Money Guided. Funding your twenties in your thirties. The dangers of avoiding decisions. The Phantom Recession. Deflation is the historical norm. The Choice Paradox. Government pension policy. The Bank of England have the wrong tools for the job.
Episode 12: Ports In a Storm
This week we are joined by our Global Technology, Media and Telecoms analyst Ben Barringer. Tech dominance year to date. Netflix freeloaders. Quality outperformance during recessions. Tech pricing power. Meta’s big turnaround.
Episode 11: Rooks and Investors
The attractions of UK equities. Dividends versus buybacks. The discipline of good fund management. The defence, housebuilder and consumer discretionary sectors.
Episode 9: Lob It In
Why bother taking risk when you can get 4.5% on cash? Does sentiment follow price? How can a family earning £200k a year be feeling the squeeze?
Episode 8: The New Tesla
This week we cover the new most controversial stock in the world, why great companies can be bad investments and whether big cities can attract workers back into the office again.
Episode 7: Suburban Dad
JR and James are back to debate suburban fashion sense, review the earnings seasons so far and discuss whether the (to date) unresolved US debt ceiling negotiations are something to worry about. Also, Apple eats the UK market.
Episode 6: The Money Has To Go Somewhere
In our sixth episode of the series, David Henry and James Hardy talk tech earnings, 100% mortgages and why the market is doing exactly what it should be doing. We also find out James’ favourite brand of toothpaste, which is exciting.
Episode 5: Buy High, Sell Low
For episode five we are joined by Antony Webb, our Deputy Head of Managed Portfolio Services. It’s a bit of a chart-fest this week as we game out what a recession might look like for equity and property investors, and there are some practical tips for DIY investors on how to review your own portfolio in there too.
Episode 4: The Tangible Twenties
This week we discuss dividends, look at the performance of equities versus commodities and explore how economic growth doesn’t always translate to stock market growth. There are a couple of literal Easter eggs in there too…
Episode 3: Bailed Out
In our third episode, as bank bailouts are back in the headlines, we are taking a misty eyed look at the Great Financial Crisis – and look for some parallels with today. We are also joined by Gill Clifford, Financial Planner at Quilter Private Client Advisers, who talks us through the implications of the changes to the pension rules announced during the Budget.
Episode 2: The Cost of Fun
Episode two covers pay rises at Pret a Manger, online retail sales, pointless projections and some pearls of wisdom from Warren Buffett.
Episode 1: Revenge of the Footsie
In our first episode we will be discussing all things related to the UK market, touching upon the US equities, big tech, AI, and much more.
Quilter Cheviot and Quilter Cheviot Investment Management are trading names of Quilter Cheviot Limited, Quilter Cheviot International Limited and Quilter Cheviot Europe 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, authorised and regulated by the UK Financial Conduct Authority and as an approved Financial Services Provider by the Financial Sector Conduct Authority in South Africa. Quilter Cheviot Limited has established a branch in the Dubai International Financial Centre (DIFC) with number 2084 which is regulated by the Dubai Financial Services Authority. Promotions of financial information made by Quilter Cheviot DIFC are carried out on behalf of its group entities. Accordingly, in some respects the regulatory system that applies will be different from that of the United Kingdom.
Quilter Cheviot International Limited is registered in Jersey with number 128676, registered office at 3rd Floor, Windward House, La Route de la Liberation, St Helier, JE1 1QJ, Jersey and is regulated by the Jersey Financial Services Commission and as an approved Financial Services Provider by the Financial Sector Conduct Authority in South Africa. Quilter Cheviot Europe Limited is regulated by the Central Bank of Ireland, and is registered in Ireland with number 643307, registered office at Hambleden House, 19-26 Lower Pembroke Street, Dublin D02 WV96.