Taking Stock - After The Bell
Quilter CheviotJoin 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 com... more
| Publishes | Monthly | Episodes | 56 | Founded | 3 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingManagementBusiness | |||
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Latest Episodes
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?
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 h... more
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.
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.
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 volatilit... more
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... more
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 thi... more
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.
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These podcasts share a similar audience with Taking Stock:
1. Weekly Comment - Markets Uncut
2. FundCalibre - Investing on the go
3. Why Invest?
4. Investors' Chronicle
5. The Wealth Show
How many episodes of Taking Stock are there?
Taking Stock launched 3 years ago and published 56 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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