Podcast
Taking Stock - After The Bell
Hosted by Quilter Cheviot · EN
Join us in our bi-weekly podcast series, hosted by Quilter Cheviot Investment Managers Jonathan Raymond and James Hughes, as they debate the latest market movements of the week. For UK distribution only. This is a marketing communication and is not independent investment research. Financial Instruments referred to are not subject to a prohibition on dealing ahead of the dissemination marketing communications. Any reference to any securities or instruments is not a personal recommendation and it should not be regarded as a solicitation or an offer to buy or sell any securities or instruments mentioned in it. Quilter Cheviot and Quilter Cheviot Investment Management are trading names of Quilter Cheviot Limited. Quilter Cheviot Limited is registered in England with number 01923571, registered office at Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Quilter Cheviot Limited is a member of the London Stock Exchange and authorised and regulated by the UK Financial Conduct Authority.
12episodes
Episodes
Newest firstAll episodes
The Flat White Economy
2d ago01:01:49Tap to summarizeCan the UK return to stronger economic growth? In this episode, Jonathan and James sit down with Peel Hunt's Chief Economist, Kallum Pickering, to discuss the UK's lacklustre economic performance and what might be done to improve the trajectory. Despite all the doom, there are some encouraging that provide some optimism for the future.
Transcribe →AI: Boom, Bottlenecks and the Next Big Bet
2w ago01:05:45Tap to summarizeJonathan and James sit down with Polar Capital's Ben Rogoff to unpack the AI boom, where the real investment opportunities lie, and what comes next for tech markets.
Transcribe →Taking Stock of Your Finances
Jun 300:57:45Tap to summarizeIn this episode, we're joined by Financial Planner Megan Rimmer to discuss how to take control of your finances. From understanding your spending and setting goals, to making the most of tax allowances and planning for the future. A practical, accessible conversation on building a financial plan that works.
Transcribe →Money on Your Mind
May 500:49:11Tap to summarizeIn this episode of Taking Stock – After The Bell, we're joined by financial psychotherapist Vicky Reynal to explore why money so often triggers fear, anxiety and emotional decision‑making. We discuss how psychology shapes investor behaviour, why volatility feels harder in practice than in theory and how investors and advisers can help their clients by understanding the human side of money.
Transcribe →From Girona to Geopolitics
Apr 2400:31:31Tap to summarizeIn this episode, Jonathan and James unpack a turbulent start to the year for markets, dominated by geopolitical tension in the Middle East, the continued closure of the Strait of Hormuz and a sharp rise in energy prices. Despite the unsettling backdrop, global equity markets have proved remarkably resilient and in some cases have reached new highs. And Hughesy has been cycling.
Transcribe →A Candid Conversation with the QC CEO
Mar 2700:37:34Tap to summarizeJonathan and James sit down with Quilter Cheviot CEO John Goddard to discuss his global career, what drew him to QC and how he sees the future of wealth management. They explore client service, international opportunities, the role of technology and AI and how the firm can continue to grow while staying true to its core values.
Transcribe →Bricks over Bytes
Mar 200:38:37Tap to summarizeEpisode 61 of Taking Stock – After The Bell looks at a dramatic shift beneath the surface of markets as fears around AI disruption meet valuations, earnings and hard assets.Jonathan Raymond and James Hughes discuss why investors are favouring 'bricks over bytes', the contrasting fortunes of software and semiconductor stocks, global market leadership so far this year and what softer inflation and interest‑rate expectations mean for the outlook.
Transcribe →Dog on a Lead
Feb 200:47:18Tap to summarizeJames and I sit down with Freddie Lait, Managing Partner at Latitude Investment Management, to discuss markets, valuations and where he's finding global equity opportunities in a volatile 2026.
Transcribe →What happened in 2025 and what lies ahead
Jan 800:47:15Tap to summarizeFollowing a busy, yet relaxing Christmas break James and I are back in the saddle to discuss the highlights (and lowlights) from 2025 — despite cancelled trains, fire alarms and broken coffee machines!
Transcribe →Not Another Budget Podcast!
Dec 900:32:14Tap to summarizeJonathan Raymond and James Hughes discuss recent moves in markets including the latest wobble in certain areas of financial markets and we discuss the diverging outlook for 2026. James is looking forward to Silly season.
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