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By Quilter Cheviot Taking Stock - After The Bell
Taking Stock - After The Bell
Podcast

Taking Stock - After The Bell

By Quilter Cheviot
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1

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. 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 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. Quilter Cheviot and Quilter Cheviot Investment Management are trading names of Quilter Cheviot 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 and authorised and regulated by the UK Financial Conduct Authority.

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. 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 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. Quilter Cheviot and Quilter Cheviot Investment Management are trading names of Quilter Cheviot 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 and authorised and regulated by the UK Financial Conduct Authority.

75
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Bricks over Bytes

Episode in Taking Stock - After The Bell
Episode 61 of Taking Stock – After The Bell looks at a dramatic shift beneath the surface of markets as fears around AI disruption meet valuations, earnings and hard assets. Jonathan Raymond and James Hughes discuss why investors are favouring 'bricks over bytes', the contrasting fortunes of software and semiconductor stocks, global market leadership so far this year and what softer inflation and interest‑rate expectations mean for the outlook.
Business and industry 1 week
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0
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38:37

Dog on a Lead

Episode in Taking Stock - After The Bell
James and I sit down with Freddie Lait, Managing Partner at Latitude Investment Management, to discuss markets, valuations and where he's finding global equity opportunities in a volatile 2026.
Business and industry 1 month
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0
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47:18

What happened in 2025 and what lies ahead

Episode in Taking Stock - After The Bell
Following a busy, yet relaxing Christmas break James and I are back in the saddle to discuss the highlights (and lowlights) from 2025 — despite cancelled trains, fire alarms and broken coffee machines!
Business and industry 2 months
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0
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47:14

Not Another Budget Podcast!

Episode in Taking Stock - After The Bell
Jonathan Raymond and James Hughes discuss recent moves in markets including the latest wobble in certain areas of financial markets and we discuss the diverging outlook for 2026. James is looking forward to Silly season.
Business and industry 3 months
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0
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32:13

Decoding AI and the future of Technology

Episode in Taking Stock - After The Bell
QC's Head of Technology Research Ben Barringer joins James and I for an update on developments in the tech sector following the release of earnings from the major players. We discuss AI enterprise adoption and productivity improvements, continued capex growth, competitive dynamics amongst the major players and valuations and comparisons to past episodes of technology adoption.
Business and industry 3 months
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0
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01:01:18

Bubble Watch

Episode in Taking Stock - After The Bell
Are we in a bubble? James and I discuss this as well as touch on a few other issues that are keeping us interested here at QC HQ, including why does everyone seem to hate the UK?
Business and industry 4 months
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0
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42:40

High Fidelity

Episode in Taking Stock - After The Bell
With UK equities among the best performers, we chat with Alex Wright, manager of Fidelity Special Values, for his take on what lies behind the UK’s outperformance, as well as ask the contrarian investor which areas he has been investing in and what he looks for in a stock.
Business and industry 5 months
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0
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46:19

Back To School

Episode in Taking Stock - After The Bell
Now that the children are back at school and Hughesy and I are back at our desks, we discuss strong US earnings reports and the pleasing performance of the UK stock market despite the evident economic headwinds.
Business and industry 6 months
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0
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36:39

So much for the Summer lull!

Episode in Taking Stock - After The Bell
Not such a quiet Summer! Continued tariff shenanigans, cracks in the US labour market, the sacking of the head of US statistics agency and corporate results season give James and I plenty to talk about.
Business and industry 7 months
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0
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34:35

Tariffs, Wars and Deficits - 2025 so far

Episode in Taking Stock - After The Bell
Now that we've passed the halfway point of 2025, James and I sat down to discuss developments in financial markets so far this year. It's certainly not been a quiet period, with tariffs, geopolitics, and fiscal policy all creating plenty of volatility.
Business and industry 8 months
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0
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36:38

Europe: Old World, New Gains?

Episode in Taking Stock - After The Bell
In episode 51, we talk to Daniel Avigad, Partner at Lansdowne Partners and fund manager of the Lansdowne European Special Situations fund to delve into the intricacies of European equities, discussing the current market trends, regulatory changes and the impact of geopolitical factors on investment strategies.
Business and industry 8 months
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0
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48:05

Good stocks come in small packages

Episode in Taking Stock - After The Bell
Good stocks come in small packages
Business and industry 8 months
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0
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56:21

Good stocks come in small packages

Episode in Taking Stock - After The Bell
Victoria Stevens, fund manager at Liontrust, joins us on our 50th episode to talk about what's happening in the UK smaller companies space. Recent performance has been challenging but she makes a compelling case as to why investors should revisit this neglected part of the market.
Business and industry 10 months
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0
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56:21

Tariff-ied Markets

Episode in Taking Stock - After The Bell
In episode 49, Jonathan and James break down the recent tariff news and discuss what it might mean for companies, the economy and financial markets.
Business and industry 11 months
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0
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45:23

Having a Whale of a Time

Episode in Taking Stock - After The Bell
Jonathan and James were joined by Stephen Yiu, lead manager of the Blue Whale Growth fund, to discuss Active vs Passive, AI opportunities and which of the Mag 7 can continue to perform.
Business and industry 11 months
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0
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54:09

Deepseek, AI, and Economic Cycles

Episode in Taking Stock - After The Bell
This week I am joined by Kallum Pickering, Chief Economist at Peel Hunt, and Sam Boot, Investment Manager, to discuss, AI, tariffs, geopolitics and the prospects for the UK
Business and industry 1 year
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0
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01:00:52

Sack the PR Department!

Episode in Taking Stock - After The Bell
We are joined by returning pod champion Dario Perkins, Head of Global Macro at TS Lombard, to chew the fat over where we are in the 'cycle', AI and productivity and indeed his time working with Rachel Reeves in the Treasury. Some great insight as always.
Business and industry 1 year
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0
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01:00:55

A Magnificent Year

Episode in Taking Stock - After The Bell
Veteran Emerging Markets fund manager Rob Marshall-Lee joins us to explain how he looks for great Emerging Markets companies to invest in and Hughesy is reunited with his AirPod.
Business and industry 1 year
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0
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41:21

Waymo's World - Riding the Future

Episode in Taking Stock - After The Bell
QC's Global Head of Technology Ben Barringer joins us for a somewhat impromptu run through on all matters technology. Are we travelling to a Waymo's World?
Business and industry 1 year
0
0
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50:18

Finding Diamonds in the Emerging Markets Dust

Episode in Taking Stock - After The Bell
Veteran Emerging Markets fund manager Rob Marshall-Lee joins us to explain how he looks for great Emerging Markets companies to invest in and Hughesy is reunited with his AirPod.
Business and industry 1 year
0
0
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44:19
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