Weekly Comment - Markets Uncut

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. This is a marketing communication and is not independent investment research. Financial Inst...

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....

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...

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...

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. This is a marketing communication and is n...

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 opportuniti...

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 turni...

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...

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...

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...

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...

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 N...

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 a...

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...

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 o...

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...

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 fr...

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 upcom...

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 conversatio...

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...

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 consid...

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...

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...

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 Offeri...

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...