
Emerging Markets Reawaken
Jonathan and James are joined by Quilter Cheviot's Carly Moorhouse to explore the resurgence of emerging markets. From AI and semiconductors in Taiwan and Korea to China's technological ambitions and India's long-term gr

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Hosted by Quilter Cheviot · 🇺🇸 US · EN-GB · 69 episodes
Established thought leaders with verified media credentials.
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 Authorit
Quilter Cheviot hosts Taking Stock - After The Bell, a business show with 69 episodes published.

Jonathan and James are joined by Quilter Cheviot's Carly Moorhouse to explore the resurgence of emerging markets. From AI and semiconductors in Taiwan and Korea to China's technological ambitions and India's long-term gr

Hughesy and I recap a mad first half of the year with the Iran War and the continued growth in the AI build-out dominating the landscape. Despite the news flow and volatility, it's been a good period for investors and pr

Hughesy and I recap a mad first half of the year with the Iran War and the continued growth in the AI build-out dominating the landscape. Despite the news flow and volatility, it's been a good period for investors and pr

Can 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 t

Jonathan 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.

In 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 t

In 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 shape

In 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.

Jonathan 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 opportunitie

Episode 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

James 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.

James 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.

Following 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!

Jonathan 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.

QC's Head of Technology Research Ben Barringer joins James and I for an update on developments in the tech sector following the release of earnings from the major players. We discuss AI enterprise adoption and productivi

Are we in a bubble? James and I discuss this as well as touch on a few other issues that are keeping us interested here at QC HQ, including why does everyone seem to hate the UK?

With UK equities among the best performers, we chat with Alex Wright, manager of Fidelity Special Values, for his take on what lies behind the UK’s outperformance, as well as ask the contrarian investor which areas he ha

Now that the children are back at school and Hughesy and I are back at our desks, we discuss strong US earnings reports and the pleasing performance of the UK stock market despite the evident economic headwinds.

Not such a quiet Summer! Continued tariff shenanigans, cracks in the US labour market, the sacking of the head of US statistics agency and corporate results season give James and I plenty to talk about.

Now that we've passed the halfway point of 2025, James and I sat down to discuss developments in financial markets so far this year. It's certainly not been a quiet period, with tariffs, geopolitics, and fiscal policy al
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Taking Stock - After The Bell is hosted by Quilter Cheviot. The show is categorised under business and has published 69 episodes.
Taking Stock - After The Bell has published 69 episodes.
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