Weekly Comment - Markets Uncut

This week’s host, Investment Manager, Andrew Cartwright discusses the ups and downs of the past week with Senior Equity Analyst, Will Howlett, and Head of Fixed Interest Research, Richard Carter. Among the topics discussed – US assets coming under pressure in light of President Donald Trump’s renewed attacks on Jay Powell, UK equities posting positive returns alongside headline UK inflation fallin...

This week’s host, Fraser Wilkinson, Investment Manager discusses an eventful week in the markets with Head of Fixed Interest, Richard Carter. Among the topics discussed — tariffs, pauses and exemptions, a volatile week for the bond markets and the latest macroeconomic developments. This is a marketing communication and is not independent investment research. Financial Instruments referred to are n...

This week’s host, Equity Research Analyst Oli Creasey, discusses the ups and downs of the past week with Head of Fixed Interest Research, Richard Carter and Equity Research Analyst Jarek Pominkiewicz. Among the topics discussed – Trump’s tariffs, movements in Europe and more. This is a marketing communication and is not independent investment research. Financial Instruments referred to are not sub...

This week’s host, Equity Research Analyst, Mamta Valechha discusses the ups and downs of the past week with Head of Fixed Interest Research, Richard Carter. Among the topics discussed – Trump's Liberation Day tariffs, Rachel Reeves' Spring Statement, UK Retail figures, and much more.

This week’s host, Investment Manager, Oswald Oduntan discusses the ups and downs of the past week with Head of Fixed Interest Research, Richard Carter. Among the topics discussed – German parliament approves €1tn spending plan, US debt sustainability questions, global markets rising, and much more. This is a marketing communication and is not independent investment research. Financial Instruments...

This week’s host, Investment Manager Christopher Scott, discusses developments in the markets within the past week with Head of Fixed Interest Research, Richard Carter and Equity Research Analyst, Matthew Dorset. Among the topics discussed – the trade war lead by Trump, Starmer’s announcement regarding UK defence spending, and many more. This is a marketing communication and is not independent inv...

This week's host, Investment Manager, Jack Bishop discusses the ups and downs of the past week with Head of Fixed Interest Research, Richard Carter, and Head of Equity Research, Chris Beckett. Among the topics discussed – latest US economic data, European inflation figures, UK house prices, Ukraine and Russia peace talks, and much more.

Weekly Comment - Markets Uncut - 17.02.2025 This week’s host, Equity Research Analyst Oli Creasey, discusses the ups and downs of the past week with Head of Fixed Interest Research, Richard Carter and Equity Research Analyst Jarek Pominkiewicz. Among the topics discussed – Trump’s tariffs, movements in Europe and more. This is a marketing communication and is not independent investment research. F...

Weekly Comment - Markets Uncut - 10.02.2025 This week’s host, Investment Manager Andrew Cartwright, discusses the ups and downs of the past week with Head of Fixed Interest Research, Richard Carter and Equity Research Analyst, Sheena Berry. Among the topics discussed – interest rate cuts, the pharmaceutical sector and more. This is a marketing communication and is not independent investment resear...

This week’s host, Investment Manager, Andrew Cartwright discusses the ups and downs of the past week with Head of Fixed Interest Research, Richard Carter, and Head of Property Research, Ollie Creasey. Among the topics discussed – Trump’s first week in office, European Central Bank (ECB) and Bank of England rate cut expectations, updates in the house-building sector, and much more.

This week’s host, Investment Manager Andrew Cartwright, discusses the ups and downs of the past week with Head of Fixed Interest Research, Richard Carter and Equity Analyst, Maurizio Carruli. Among the topics discussed – inflation rates, UK stocks and more.

This week’s host, Investment Manager, Edilson Shahini discusses the ups and downs of the past week with Head of Fixed Interest Research, Richard Carter, and Equity Research Analyst, Mamta Valechha. Among the topics discussed – Global equities declining, UK gilt yields rising to their highest level since 2008, latest US labour market data, and much more.

This week’s host, Investment Manager, Jack Bishop, alongside regular commentator and Head of Fixed Interest Research, Richard Carter, discusses their predictions for the new year across the US, UK and European markets.

This week's host, Investment Manager, Andrew Cartwright discusses the ups and downs of the past week with Head of Fixed Interest Research, Richard Carter, and Investment Manager, Harry Gibbon. Among the topics discussed – US stocks hitting new record highs, political turmoil in France, Bank of England rate cut expectations, and much more.

This week’s host, Investment Manager, Christopher Scott, alongside regular commentator and Head of Fixed Interest Research, Richard Carter, discusses UK house price jumps, US trade tariffs & the impacts on the stock market following Donald Trump’s election victory, and much more. This is a marketing communication and is not independent investment research. Financial Instruments referred to are...

This week’s host, Investment Manager Jack Bishop, discusses the ups and downs of the past week with Head of Fixed Interest Research, Richard Carter and Equity Research Analyst, Ben Barringer. Among the topics discussed – latest inflation numbers, NVIDIA, AI and much more. This is a marketing communication and is not independent investment research. Financial Instruments referred to are not subject...

This week’s host, Head of Managed Portfolio Service, Simon Doherty discusses the ups and downs of the past week with Head of Fixed Interest Research, Richard Carter, and Equity Research Analyst, Jarek Pominkiewicz. Among the topics discussed – latest global equities movements following the post US-election gains, latest UK economic data, US inflation increasing for the first time in six months, an...

This week’s host, Investment Manager, Andrew Cartwright, discusses the past week as Donald Trump returns for a second term as US president, with Richard Carter, Head of Fixed Interest Research and Amisha Chohan, Head of Small Cap Strategy. Among the topics discussed, US bond market, UK rate cuts and much more. This is a marketing communication and is not independent investment research. Financial...

This week’s host, Investment Manager Oswald Oduntan, discusses the ups and downs of the past week with Head of Fixed Interest Research, Richard Carter and David Denton, Technical Consultant. Among the topics discussed – budget impacts, US presidential elections and much more. This is a marketing communication and is not independent investment research. Financial Instruments referred to are not sub...

Weekly Comment - Markets Uncut - 21.10.2024 This week’s host, Investment Manager, Jack Bishop discusses the ups and downs of the past week with Head of Fixed Interest Research, Richard Carter, and Consumer Discretionary Analyst, Mamta Valechha. Among the topics discussed – September UK inflation data, the European Central Bank’s latest rate cut, Chinese economic growth data, UK and US retail sales...

Weekly Comment - Markets Uncut - 14.10.2024 This week’s host, Investment Manager, Andrew Cartwright is joined by Richard Carter, Head of Fixed Interest Research and Oli Creasey, Head of Property Research. This week’s podcast discusses the key events of the past week including the notable moves in global bonds market and commodity prices and much more. This is a marketing communication and is not i...

Weekly Comment - Markets Uncut - 07.10.2024 This week’s host, Property Research Analyst, Ollie Creasey discusses the ups and downs of the past week with Head of Fixed Interest Research, Richard Carter, and Consumer Discretionary Analyst, Mamta Valechha. This is a marketing communication and is not independent investment research. Financial Instruments referred to are not subject to a prohibition o...

Weekly Comment - Markets Uncut - 30.09.2024 This week’s host, Investment Manager Jack Bishop, discusses the ups and downs of the past week with Head of Fixed Interest Research, Richard Carter and Carly Moorhouse, Fund Research Analyst. Among the topics discussed – inflation rates, Chinese equities and more. This is a marketing communication and is not independent investment research. Financial Ins...

Weekly Comment - Markets Uncut - 23.09.2024 This week's host, Investment Manager, Andrew Cartwright is joined by Head of Fixed Interest Research, Richard Carter and Head of MPS, Simon Doherty. Among the topics discussed- central banks, interest rates, inflation and much more This is a marketing communication and is not independent investment research. Financial Instruments referred to are not subj...

Weekly Comment - Markets Uncut - 09.09.2024 This week’s host, Investment Manager, Fraser Wilkinson discusses the ups and downs of the past week with Head of Fixed Interest Research, Richard Carter. Among the topics discussed –falling interest rates in the UK, what the new UK government will mean for investments and more. This is a marketing communication and is not independent investment research....