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Weekly Comment - Markets Uncut

Quilter Cheviot
Geopolitics
Oil
Technology
United States
United Kingdom
Oil Prices
Bank Of England
Federal Reserve
Artificial Intelligence
Fixed Income
Iran
Aerospace and Defense
Japanese Government Bonds
Amazon
Glencore
Rio Tinto
Inflation
United States Economy
Japan
Gold

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 investment management firms offering bespoke investment management. With offices in London and across the UK, as well as Jersey, ... more

PublishesWeeklyEpisodes128Founded3 years ago
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Latest Episodes

This week, Equity Research Analyst Oli Creasey is joined by Richard Carter, CFA, Head of Fixed Interest Research, and Ben Barringer, Head of Technology to explore the latest movements in global markets and key sector developments. They discuss the po... more

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This week, Investment Manager Suneet Kumar is joined by Richard Carter, CFA, Head of Fixed Interest Research, and Carly Moorhouse, Senior Fund Analyst, to explore the latest movements in global markets and key sector developments. They discuss the US... more

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This week, Investment Manager Andrew Cartwright is joined by Richard Carter, CFA, Head of Fixed Interest Research, and Simon Doherty, Head of Managed Portfolio Services (MPS), to explore the latest movements in global markets and key sector developme... more

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This week, Investment Manager Fraser Wilkinson is joined by Richard Carter, CFA, Head of Fixed Interest Research, to explore the latest movements in global markets and key sector developments.

They discuss the relationship between inflation and glob... more

This week’s host, Investment Manager Andrew Jones, is joined by Richard Carter, CFA, Head of Fixed Interest Research, and Maurizio Carulli, our Global Energy and Materials Analyst, to unpack the latest movements in global markets and key sector devel... more

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This week’s host, Investment Manager Andrew Jones, is joined by Richard Carter, CFA, Head of Fixed Interest Research, and Ben Barringer, Head of Technology, to unpack the latest movements in global markets and key sector developments. The discussion ... more

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This week’s host, Investment Manager Andrew Cartwright, is joined by Richard Carter, CFA, Head of Fixed Interest Research, and Oli Creasey, Head of Property Research, to unpack the latest movements in global markets and sector developments. Among the... more

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This week’s host, Investment Manager James Coker, is joined by Richard Carter, CFA – Head of Fixed Interest Research and Mamta Valechha, Equity Research Analyst to break down the latest movements in global markets and sector developments. Among the t... more

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Recent Guests

Maurizio Carulli
General purpose macro guru
Quilter Cheviot
Episode: Weekly Comment - Markets Uncut - 11.05.2026
Oli Creasey
Head of Property Research
Quilter Cheviot
Episode: Weekly Comment - Markets Uncut - 27.04.2026
Matt Dorsett
Equity Research Analyst covering aerospace, defence and transport
Quilter Cheviot
Episode: Weekly Comment - Markets Uncut - 23.03.2026
Will Howlett
Senior Equity Analyst, Quilter Cheviot
Quilter Cheviot
Episode: Weekly Comment - Markets Uncut - 10.11.25
Mamta Valechha
Equity Research Analyst at Quilter Cheviot
Quilter Cheviot
Episode: Weekly Comment - Markets Uncut - 03.11.2025
Tim Armitage
Investment strategist
Quilter Cheviot
Episode: Weekly Comment - Markets Uncut - 27.10.2025
Richard Carter
Global Head of Fixed Interest Research
Quilter Cheviot
Episode: Weekly Comment - Markets Uncut - 13.10.2025
Ben Barringer
Global Head of Technology Research and Investment Strategist
Quilter Cheviot
Episode: Weekly Comment - Markets Uncut - 13.10.2025

Hosts

Andrew Jones
Host of Market Uncut and investment manager based in London
Richard Carter
Head of Fixed Interest Research

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Talking Points

Recent interactions between the hosts and their guests.

Weekly Comment - Markets Uncut - 01.12.2025
Q: Has the budget changed your expectations of UK interest rates over the next year or so?
The panel noted only very modest changes to rate expectations, with a possible rate cut later in the year driven by easing inflation and the budget removing triggers for major dislocations, though uncertainty around inflation and growth remains.

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Frequently Asked Questions About Weekly Comment

What is Weekly Comment about and what kind of topics does it cover?

This weekly market briefing brings macro and fixed-income expertise to listeners who want concise, actionable commentary on how global energy dynamics, inflation, and political developments influence rates, gilts, and currency movements. Episodes frequently couple macro themes with sector-specific insights—from data centers and property to luxury goods and financials—delivering practical takeaways for portfolios and client-focused investment decisions. Notable threads tend to include energy market disruptions, central-bank policy signals, and UK fiscal-macroeconomic considerations, all punctuated by guest perspectives from Quilter Cheviot's research and investment teams. A distinctive trait is the consistent emphasis on translating complex ... more

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How many episodes of Weekly Comment are there?

Weekly Comment launched 3 years ago and published 128 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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What guests have appeared on Weekly Comment?

Recent guests on Weekly Comment include:

1. Maurizio Carulli
2. Oli Creasey
3. Matt Dorsett
4. Will Howlett
5. Mamta Valechha
6. Tim Armitage
7. Richard Carter
8. Ben Barringer

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