Weekly Comment - Markets Uncut

This week’s host Investment Manager Carl Millard is joined by Richard Carter, CFA, Head of Fixed Interest Research and Ben Barringer, Head of Technology Research, to discuss recent market developments. Among the topics discussed: AI company valuations risk a correction, Open AI and their mega deals with companies, global markets are down and bond yields fell in the US but stayed high in the UK. Th...

This week’s host, Charities Director, Charles Mesquita is joined by Richard Carter, CFA, Head of Fixed Interest Research to discuss recent market developments. Among the topics discussed: US Government shutdown ends, Interest rate uncertainty dominates, Global equities edge higher with Europe outperforming and a rise in bond yields. This is a marketing communication and is not independent investme...

This week’s host Investment Manager Andrew Cartwright is joined by Richard Carter, CFA, Head of Fixed Interest Research and William Howlett, Equity Research Analyst, to discuss recent market developments. Topics include whether the US government shutdown is finally close to ending, predictions for the UK budget statement, and the strong performance of US tech firms compared to the struggles of US...

This week’s host Investment Manager Marius Hutcheson 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: US interest rate cut, a sharp rise in the UK government borrowing, the Magnificent Seven's impressive earnings, and Amazon's success including AWS (Amazon Web Services)...

This week’s host Investment Adviser Darragh Moore is joined by Tim Armitage, Investment Strategist, to discuss recent market developments. Among the topics discussed: the US-China Trade effect, strong equity performances, US inflation and the key upcoming events likely to shape market sentiment. This is a marketing communication and is not independent investment research. Financial Instruments ref...

This week’s host Investment Manager Andrew Jones joins Richard Carter, Head of Fixed Interest Research and Maurizio Carulli, Equity Research Analyst, to discuss recent market developments. Among the topics discussed: continued US government shutdown, US bank loan issues, a spike in Copper and some French stability. This is a marketing communication and is not independent investment research. Finan...

This week’s host, Investment Manager Oswald Oduntan, is joined by Richard Carter, CFA, Head of Fixed Interest Research, and Ben Barringer, Global Head of Technology Research and Investment Strategist to discuss recent market developments. Among the topics discussed: the flaring US-China trade tensions, a surge in Gold, European political uncertainty and UK initial public offering showing signs of...

This week’s host, Head of Managed Portfolio Services Simon Doherty, is joined by Richard Carter, CFA, head of Fixed Interest Research, and Jarek Pominkiewicz, Equity Research Analyst, specialising in capital goods and industrials companies across the UK, Europe and the US to discuss recent market developments. Among the topics discussed: the US government shutdown, the new Japanese Prime Minister,...

This week’s host, Investment Manager Jack Bishop joins Richard Carter, head of Fixed Interest Research and William Howlett, Equity Research Analyst, to discuss recent market developments. Among the topics discussed: diverging Fed views, a softening US labour market, and resilient growth, whilst over in Europe fiscal pressures mount in both the UK and France, with banks in the spotlight facing new...

This week's host, Oli Creasey, Head of Property Research, joins Richard Carter, Head of Fixed Interest Research, to discusses recent market developments. Among the topics discussed; Fed rate cuts, what the upcoming UK labour budget means for the gilt market and the economic impact of France's vote of no confidence.

This week's host, Investment Manager Fraser Wilkinson, discusses recent market developments with Richard Carter, Head of Fixed Interest Research. Among the topics discussed – UK bond yields rising to alarming levels, the impact of rising yields on portfolios, latest political turmoil in France, and much more.

This week's host, Jack Bishop, Investment Manager, joins Richard Carter, Head of Fixed Interest Research and Carly Moorhouse, Research Analyst covering Asia and Emerging Markets, to discuss recent market developments. Among the topics discussed; Nvidia and AMD to pay 15% of China chip sales to US, Trump's 90 day extension with China and Q2 UK GDP data. This is a marketing communication and is not...

This week's host, James Coker, Investment Manager, discusses recent market developments with Richard Carter, Head of Fixed Interest Research. Among the topics discussed; tariff deals, US employment data and inflation.

This week's host, Investment Manager Harry Gibbon, discusses recent market developments with Richard Carter, Head of Fixed Interest Research, and Ben Barringer, Head of Technology Research. Among the topics discussed – Markets reacting to the latest EU-US trade deal, US stocks marginally outperforming last week, latest UK retail sales data, and much more.

This week’s host, Investment Manager James Coker, discusses recent market developments with regular podcast guest Chris Beckett, Head of Research. Among the topics discussed – Rachel Reeves and UK fiscal policy, uncertainty around Trump’s tariff threats, and the Federal Reserve’s monetary policy meeting.

This week's host, Investment Manager Chris Scott, discusses recent market developments with Ghaz Saleem, Fund Research Analyst, and William Howlett, Equity Research Analyst. Among the topics discussed – US markets rising on the back of positive employment data, UK markets rumbling amidst political rumours, and much more.

This week’s host, Investment Manager Andrew Cartwright, discusses recent market developments with regular podcast guest Richard Carter, Head of Fixed Interest Research, and Equity Research Analyst, Oli Creasey. Among the topics discussed – how recent conflicts have affected markets, property investments and much more. This is a marketing communication and is not independent investment research. Fi...

This week's host, Head of Responsible Investment Gemma Woodward, discusses the ups and downs of the past week with Head of Fixed Interest Research, Richard Carter and Senior Fund Research Analyst, Samir Shah. Among the topics discussed – the Middle East conflict, the UK government's growth agenda and more. This is a marketing communication and is not independent investment research. Financial Inst...

This week’s host, Investment Manager, Fraser Wilkinson discusses the ups and downs of the past week with Equity Research Analyst, Maurizio Carulli, and Head of Fixed Interest Research, Richard Carter. Among the topics discussed – the Middle East conflict and the impact on markets, oil price fluctuations and possible OPEC interventions, CPI outlook, and much more. This is a marketing communication...

This week’s host, Investment Manager Oswald Oduntan, discusses recent market developments with regular podcast guest Richard Carter, Head of Fixed Interest Research, and Head of Equity Research, Chris Beckett. Among the topics discussed – how markets have weathered the Trump-imposed tariff storm, the impact of consumer confidence on discretionary spending, and attractive opportunities found in def...

This week’s host, Investment Manager Harry Gibbon, discusses recent market developments with regular podcast guest Richard Carter, Head of Fixed Interest Research, and Equity Research Analyst, Phil Ross. Among the topics discussed – latest on Trump imposed tariff aftermath, upcoming ECB interest rate decision, sustainable investment news and much more. This is a marketing communication and is not...

This week's host, Equity Research Analyst, Oli Creasey discusses the ups and downs of the past week with Equity Research Analyst, Maurizio Carulli, and Head of Fixed Interest Research, Richard Carter. Among the topics discussed – Worldwide markets recovering in light of President Donald Trump's change of stance on EU tariffs, US stocks underperforming while UK stocks outperforming on the week, inf...

This week’s host, Jack Bishop, Investment Manager, discusses an eventful week in the markets with Head of Fixed Interest Research, Richard Carter and Sheena Berry, Healthcare Equity Research Analyst. Among the topics discussed — the 90-day tariff pause between the US and China, recent US inflation data, the UK’s GDP growth of 0.70% in the first quarter of 2025, and Trump's executive order on lower...

This week’s host, Investment Manager Andrew Cartwright, discusses recent market trends and events with Richard Carter, Head of Fixed Interest Research. Key topics include UK rate cuts, trade deals and much more.

This week’s host, Investment Director, Caroline Langley discusses the ups and downs of the past week with Equity Research Analyst, Phil Ross, and Head of Fixed Interest Research, Richard Carter. Among the topics discussed – interest rate expectations, interpreting the latest PMI data, the impact of trade uncertainty on the renewable energy and utilities sectors, and much more.