Weekly Comment - Markets Uncut

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...

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 econom...

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 i...

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 p...

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? This is a market...

This week’s host, Investment Manager Andrew Jones is joined by Richard Carter, CFA, Head of Fixed Interest Research and Equity Research Analyst, Maurizio Carulli, to discuss recent market developments. Among the topics discussed: The new Japanese Government, a quiet week for the S&P 500, and what is going on with Gold? This is a marketing communication and is not independent investment researc...

This week’s host, Investment Adviser Stephen Irwin is joined by Richard Carter, CFA, Head of Fixed Interest Research and Research Analyst, Billy Ewins, to discuss recent market developments. Among the topics discussed: the attractiveness of Greenland, precious metal's current volatility, Germany's renewal of fiscal spending and the strength of European equities. This is a marketing communication a...

This week’s host, Investment Manager Jack Bishop is joined by Richard Carter, CFA, Head of Fixed Interest Research and Simon Woodacre, Fund Research Analyst, to discuss recent market developments. They unpack a turbulent period shaped by geopolitical theatrics, central bank manoeuvring and shifting global market dynamics. Our fixed income and Japanese equities experts break down the key developmen...

This week’s host, Investment Manager James Coker is joined by Richard Carter, CFA, Head of Fixed Interest Research and William Howlett, Equity Research Analyst, to discuss recent market developments. Among the topics discussed: Trump's antics in Iran and Greenland, macro highlights, US bank reports and who is allowed to set Credit card interest rates? This is a marketing communication and is not i...

This week’s host, Investment Manager Fraser Wilkinson is joined Maurizio Carulli, Head of Commodity and Equity Research Analyst, to discuss recent market developments. Among the topics discussed: Thoughts on the Rio Tinto and Glencore merger, how commodity companies are managing the current Geopolitical tensions, why oil prices are not matching inflation and what are the upcoming commodity prospec...

This week’s host, Charities Director Charles Mesquita is joined by Richard Carter, CFA, Head of Fixed Interest Research and Alan Mcintosh, Chief Investment Officer, to discuss recent market developments. Among the topics discussed: A brief 2025 recap, Venezuela, Europe’s Santa rally, US data doubts and 2026 predictions. This is a marketing communication and is not independent investment research....

This week’s host, Investment Adviser Stephen Irwin is joined by Richard Carter, CFA, Head of Fixed Interest Research and Matthew Dorset, Equity Research Analyst, to discuss recent market developments. Among the topics discussed: The drivers behind the continuous surging public debt, how much debt is too much debt?, the potential impact of peace deals on the defence sector and where are the current...

This week’s host, Investment Manager Matthew Dawson is joined by Richard Carter, CFA, Head of Fixed Interest Research and Mamta Valechha, Equity Research Analyst, to discuss recent market developments. Among the topics discussed: less tax raises than expected, US investors' views on the UK's fiscal plan, the Bank of England's attempts to reduce future inflation and the potential consumer impact of...