Podcast · Business
by Quilter Cheviot · English · Business
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
7 Oct 2026 · 11 min
For the final edition of the Weekly Comment Podcast, host Oli Creasey, Head of Property Research, is joined by Richard Carter, CFA, Head of Fixed Interest Research. They discuss the latest moves in the European bond market, the highs and lows at the petrol pump, and the G7’s efforts to mitigate the impact.
E1 · 29 Sep 2026 · 26 min
This week, host Fraser Wilkinson, Investment Manager, is joined by Richard Carter, CFA, Head of Fixed Interest Research, to discuss the latest developments shaping global markets. The pair look at why on the one hand equities have performed well so far this year, while on the other government bond yields have reached levels not seen for decades. Spoiler alert, companies have been growing strongly. Fraser and Richard go on to tackle more brainteasers, such as what new chancellor John Healey can do in the upcoming Budget to boost the UK economy. Richard also runs through technical changes that…
E1 · 23 Sep 2026 · 23 min
This week, host Damien Maltwood, Investment Manager, is joined by Richard Carter, CFA, Head of Fixed Interest Research, and, via pre-recorded comments, Oli Creasey, Property Analyst, to discuss the latest developments shaping global markets. Their conversation focusses on bond yields, specifically rising government bond yields around the world and what these mean not just for Wall Street but also for Main Street. The team discuss why yields have been on the rise for much of the year while Oli provides insights into how rising yields impact both the residential and commercial property sectors.
E1 · 15 Sep 2026 · 16 min
This week’s host, Maria Gardner, Investment Director, is joined by Richard Carter, CFA, Head of Fixed Interest Research and Simon Woodacre, Fund Research Analyst to discuss the latest developments shaping global markets. This week, they discuss all things diversification. Have diversification rules changes and do they need to be looked differently in portfolio construction, the US tech markets and how diversification is taking place here and the use of the bond market in recent investment portfolios.
E1 · 8 Sep 2026 · 15 min
This week, host Harry Gibbon, Investment Manager, is joined by Richard Carter, CFA, Head of Fixed Interest Research, and Jarek Pominkiewicz, Equity Research Analyst, to discuss the latest developments shaping global markets. The discuss what can be expected from this week's European Central Bank (ECB) meeting, AI in the capital goods sector and much more.
E1 · 2 Sep 2026 · 18 min
This week, host Andrew Jones, Investment Manager, is joined by Richard Carter, CFA, Head of Fixed Interest Research, to discuss the latest developments shaping global markets. Together, they examine the UK's growing fiscal challenges, market speculation surrounding a potential September interest rate hike, the implications of Andy Burnham's first major speech as Prime Minister, and the opportunities and risks presented by the rapid advancement of artificial intelligence (AI).
E1 · 25 Aug 2026 · 22 min
This week's host, Stephen Irwin, Investment Manager is joined by Richard Carter, CFA, Head of Fixed Interest Research, and Saleem Ghaz, Fund Research Analyst, to discuss the latest developments shaping global markets. They explore whether Iran's senior leadership could seek to escalate the conflict to increase costs for the US and what this could mean for investors over the long term, before turning to alternative asset classes, including how we approach hedge funds and the role they play within our portfolios.
E1 · 18 Aug 2026 · 25 min
This week's host, Investment Manager Jack Bishop, is joined by Richard Carter, CFA, Head of Fixed Interest Research, and Ben Barringer, Global Head of Technology Research and Investment Strategist, to discuss the latest developments shaping global markets. Together, they examine whether the Federal Reserve's current stance on interest rates remains appropriate, explore whether UK GDP growth in Q1 and Q2 is following patterns seen in previous years, and consider whether the substantial investment in artificial intelligence (AI) is finally beginning to translate into meaningful revenue growth.
E1 · 11 Aug 2026 · 17 min
This week's host, Investment Adviser Harriet Meade, is joined by Richard Carter, CFA, Head of Fixed Interest Research, and Matt Dorset, Equity Research Analyst, to discuss the latest developments shaping global markets. Together, they explore why rising bond yields have become one of investors' biggest concerns, and whether the market's muted reaction to the new Prime Minister reflects confidence in the UK's outlook or a more cautious wait-and-see approach. They also examine the growing focus on defence spending, asking whether the sector's prospects are already reflected in valuations and…
E1 · 4 Aug 2026 · 16 min
This week's host, Investment Manager Suneet Kumar, is joined by Richard Carter, CFA, Head of Fixed Interest Research, and Chris Beckett, Equity Research Analyst, to discuss the latest developments shaping markets. They explore the most significant developments affecting macroeconomic targets, when the new Budget is expected to be announced, and the current health of the consumer relative to market pricing, alongside much more.
E1 · 28 Jul 2026 · 19 min
This week, Simon Doherty, Head of Managed Portfolio Services (MPS), is joined by Richard Carter, CFA, Head of Fixed Interest Research, and Will Howlett, Equity Research Analyst, to discuss the latest developments shaping markets. They explore the reaction to the UK's new Prime Minister and the subsequent move in gilt markets, the potential impact of changes to the taxation of the UK banking sector, and what the latest US Q2 earnings reports reveal about the health of the banking industry.
E1 · 21 Jul 2026 · 21 min
This week, Investment Manager Elliott Dixon is joined by Richard Carter, CFA, Head of Fixed Interest Research, and Maurizio Carulli, Commodity Specialist, to unpack the latest developments across global markets and key sector trends. The trio discuss the challenges facing Andy Burnham as he prepares to become Prime Minister, including whether he could reverse Labour's commitment not to issue new North Sea oil and gas drilling licences in response to growing concerns over global energy security. They also explore the recent volatility in oil prices, the impact of renewed hostilities in the…
E1 · 14 Jul 2026 · 25 min
This week, Investment Director Maria Gardner is joined by Tim Armitage, CFA, Investment Strategist, and Maurizio Carulli, Commodity Specialist, to unpack the latest developments across global markets and key sector trends. They discuss how markets continue to look through economic and geopolitical noise, whether AI could drive a fourth industrial revolution, copper's critical role in powering AI and energy infrastructure growth, and the biggest risks investors should be watching today.
E1 · 30 Jun 2026 · 24 min
This week, Investment Manager Stephen Irwin is joined by Richard Carter, CFA, Head of Fixed Interest Research, and Oli Creasey, Equity Research Analyst, to unpack the latest movements across global markets and key sector trends. The discussion covers the potential policy shifts investors may soon face, alongside questions around how future fiscal spending could be funded. The team also dives into the UK property and housebuilding sectors, examining current cost pressures and what they could mean going forward.
E1 · 23 Jun 2026 · 25 min
This week, Investment Manager Andrew Jones is joined by Richard Carter, CFA, Head of Fixed Interest Research, and Maurizio Carulli, Equity Research Analyst, to explore the latest movements in global markets and key sector developments. Among the topics discussed are Keir Starmer’s resignation, how food markets helped inflation come in below expectations, the US’s discreet approach to maintaining oil supply while the strait remained closed, and why oil prices did not rise as sharply as initially feared.
E1 · 16 Jun 2026 · 22 min
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 potential for a SpaceX IPO, consider why the recent fall in UK GDP may not be as concerning as it first appears, and explore whether there could one day be opportunities for data centres and memory storage on the moon.
E1 · 9 Jun 2026 · 16 min
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 business activity survey, which strongly points to growth, with figures above forecasts; how tech stocks appear to be the main stronghold emerging from Asian equity markets this year; and the latest updates, as well as potential opportunities, in Asia and emerging markets for the near future.
E1 · 2 Jun 2026 · 20 min
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 developments. They discuss the European Central Bank’s (ECB) likely decision to raise interest rates, the MPS team’s current thinking, and where they see upcoming opportunities and risks. And while they may be experts in finance, how does their football knowledge stack up? Listen in for their World Cup predictions too.
E1 · 20 May 2026 · 18 min
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 global commodities, whether interest rates could continue to rise, and how investment managers may be thinking about portfolio positioning. The conversation also touches on a hypothetical question: what would happen if a country refused to pay its national debt?
E1 · 12 May 2026 · 22 min
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 developments. The discussion explores Richards thoughts on the weekend's election updates and results, why oil prices won't drop even if the war is to end tomorrow, how the US midterms can affect the war and Trump and Shell's better than expected results.
E1 · 6 May 2026 · 27 min
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 explores the need for greater control over government borrowing and gilt markets, takes stock of recent results from the technology sector, and considers whether concerns about AI displacing jobs are overblown because of the unstoppable process of human evolution.
E1 · 28 Apr 2026 · 19 min
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 topics discussed: How central banks are expected to respond on interest rates amid the ongoing conflict, recent updates from the property sector, and the continued strength of AI data centre property and the senior living sector.
E1 · 21 Apr 2026 · 19 min
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 topics discussed: geopolitics drive volatility and inflation, higher yields reshape fixed income appeal, luxury demand diverges by region and jewellery outshines soft luxury.
E1 · 14 Apr 2026 · 24 min
This week’s host, Investment Manager Jack Bishop, is joined by Richard Carter, CFA – Head of Fixed Interest Research and Ben Barringer global equity research analyst to break down the latest movements in global markets and sector developments. Among the topics discussed: The latest reaction to the ceasefire, how are the Mag 6 performing in the recent turmoil and the potential Initial Public Offerings (IPOs) that could be coming up.
E1 · 31 Mar 2026 · 26 min
This week’s host, Investment Manager Andrew Jones, is joined by Chris Beckett - Consumer Staples Analyst and Maurizio Carulli - Equity Research Analyst, to break down the latest movements in global markets and sector developments. Among the topics discussed: the newly downgraded economic growth expectations, alternative routes for Middle Eastern oil that bypass the Strait of Hormuz, and how could all of this affect soft commodity prices?
E1 · 24 Mar 2026 · 23 min
This week’s host, Investment Manager Jack Bishop, is joined by Richard Carter, CFA – Head of Fixed Interest Research, and Matthew Dorset – Equity Research Analyst, specialising in aerospace and defence, and transport, to break down the latest movements in global markets and sector developments. Among the topics discussed: How does the disruption of energy markets affect inflation and impact economic growth, how are defence companies improving their cost effectiveness for intercepting cheaper threats and the new insurance costs which are coming with the Strait of Hormuz.
E1 · 17 Mar 2026 · 16 min
This week’s host, Investment Manager Andrew Cartwright, is joined by Richard Carter, CFA – Head of Fixed Interest Research, and Carly Moorhouse – Fund Research Analyst, to break down the latest movements in global markets and sector developments. Among the topics discussed: the recent responses from the financial markets, how the recent events have affected the Asian markets and how do we decide if a Geopolitical development is significant enough to influence our fund recommendations.
E1 · 16 Mar 2026 · 21 min
This week’s host, Head of Managed Portfolio Service (MPS) Investment Funds Antony Webb, is joined by Richard Carter, CFA – Head of Fixed Interest Research, Maurizio Carulli – Equity Research Analyst and Caroline Simmons – Chief Investment Officer, in a follow up episode of the client webinar hosted last week about the Middle East war. Among the topics discussed: the movements and predictions for prices in the oil markets, the significance of energy price moves on inflation, the impact on the equity markets and our current portfolio positioning.
24 Feb 2026 · 19 min
E1 · 18 Feb 2026 · 21 min
This week’s host, Investment Manager Christ Scott is joined by Investment Strategist, Tim Armitage to discuss recent market developments. Among the topics discussed: the significance of diversification in your portfolios, volatility in perhaps over invested Ai stocks, and how important will the US 2025 Gross Domestic Product (GDP) data release going to be to investors and markets?
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
Weekly Comment - Markets Uncut is a English business podcast from Quilter Cheviot. Melo plays each episode straight from the publisher's own feed — no ads added, no account needed — and remembers where you stopped, in this browser only.
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