Events and webinars

With the Trump administration now in full swing, pre-election promises of tariffs, trade wars, and protections have come to fruition. As a result, markets have been under pressure, with both US and global stocks experiencing declines. Given the administration's steadfast commitment to protectionist economic policies, we are likely to face further market uncertainty and global trade pressures.

Our Quilter Cheviot experts, Ben Barringer (Executive Director – Equity Research Analyst) and Richard Carter (Head of Fixed Interest Research), along with special guest Adam Smith (Former Chief of Staff to the Chancellor of the Exchequer), will discuss the political implications, market volatility, currency fluctuations, and ongoing investor sentiment as we navigate this period of uncertainty.

Caroline Simmons (Chief Investment Officer) will be joined by Chris Beckett (Head of Equity Research) and Richard Carter (Head of Fixed Interest Research). With Trump’s inauguration and several European elections on the horizon, it’s more important than ever to stay proactive in ensuring client portfolios are well-positioned to manage both upheaval and opportunity. Our panel will delve into the outlook for key sectors and regions, as well as monetary policy, the general economic landscape, and geopolitical developments.

Join us to hear our reaction to the 2024 US Presidential Election results and its far-reaching implications for global politics and financial markets. The stakes are high, with significant differences in potential outcomes depending on whether Kamala Harris or Donald Trump wins.

Tim Shipman, Chief Political Commentator of the Sunday Times, will share his expert analysis on potential shifts in foreign policy, trade agreements, and environmental regulations. Ben Barringer, Equity Analyst at Quilter Cheviot, will delve into the election’s impact on US markets, with a special focus on the technology sector — a market bellwether in recent years. Finally, Richard Carter, Head of Fixed Income research, will discuss the impact on monetary policy and its impact on bonds, gilts and interest rates.

Our Taking Stock: After the Bell podcast hosts Jonathan Raymond and James Hughes cut through the election noise and deliver a deep dive into the potential effects on UK equities, interest rates, the sterling's trajectory, and what it all means for your money.

Our host, David Butler, was joined by Ben Barringer to discuss the latest on-the-ground research trip to Taiwan, Korea and Japan. Among various topics, Ben discussed his assessment of supply vs demand for the large technology companies including TSMC Samsung and Tokyo Electron. The webinar uncovered insights from being in the region, and what we can expect to in the next 12 months within the technology and AI space.

This is a marketing communication.

Join Claudia Quiroz, Fund Manager, Quilter Cheviot for a market update at the start of the New Year. David Butler, Quilter Cheviot Head of Distribution, will host this informative and engaging webinar that will cover third quarter performance of the Climate Asset Funds, provide insight into the latest developments in the sustainability space and look ahead to what lies in store for 2024.

The webinar will also discuss the current portfolio positioning of the Balanced and Growth Funds and explain in more detail the recent performance drivers. Chris Beckett, Quilter Cheviot Head of Research, will offer his expert opinion on the macro outlook, sectors that over performed and underperformed of late and what will be the key things to watch in equity markets this year. 

After a challenging market backdrop in 2022, last year provided a more favourable investing environment and looking ahead we see a number of attractive investment opportunities.

David Butler will be joined by Carly Moorhouse and Nick Wood to discuss their latest on-the-ground research trip to Asia.

Among the topics they will discuss are whether China is investable, the ongoing attractions of India after a strong run, and whether the investment case for Japan over the long term has improved.

The webinar will uncover insights from being in the region, and what has and hasn't changed in the last four years.

The webinar will be presented by Tim Marshall, author of ‘Prisoners of Geography’ and many other best-selling titles. Tim describes us as deep into the multi-polar era, but there are signs of a return to a form of the bi-polar world of previous generations. The multi-polar world is a complicated one in which countries can get away with playing the big powers against each other resulting in a complex web of overlapping relationships. The coming bi-polar world will differ from the previous iteration, but we will see two blocks forming, one led by China, the other by the USA. During this transition climate change, population movement, and AI will affect politics everywhere. Will it be a time of uncertainty? When has it ever not been…

We are pleased to present our 2023 Paraplanner Week, back for its 4th year. Here at Quilter Cheviot, we believe that Paraplanners play an essential and fundamental role in the financial planning process. We are committed to supporting the paraplanning profession to further build on your expertise. Your skill set is integral to client outcomes and understanding client needs. The series will offer essential learning covering a range of topics including Consumer Duty, regulation in 2024, market and political update, vulnerable clients and our geopolitical outlook with guest speaker, Tim Marshall (Reporter and Author of Prisoners of Geography).

We are delighted to be joined by some truly inspirational speakers as we uncover the physical and mental impact women face and hear from our experts on how to navigate menopause, which still remains a taboo subject in many workplaces.

Empowering the next generation and supporting them throughout their financial journey ties in closely with our purpose of building a secure and prosperous future for our clients and their loved ones.

We will be answering your questions on current investment trends, how the world is getting back on track, and most importantly, where are we heading in the coming years.