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Quilter Cheviot
242 episodes - English - Latest episode: over 2 years ago - ★★★★★ - 1 ratingQuilter Cheviot is one of the UK’s largest discretionary investment management firms offering bespoke investment management. Based in 13 locations across the UK and with an offshore presence in Jersey and Dubai, Quilter Cheviot offers a comprehensive range of investment services.
Quilter Cheviot has developed investment solutions to meet the needs of more than 36,000 clients and designs portfolios which are tailored specifically to their requirements and risk profile. Transparency and trust are at the very heart of everything we do for our clients.
Risk warning: Capital at risk
Investors should remember that the value of investments, and the income from them, can go down as well as up. You may not recover what you invest. This commentary has been produced for information purposes only and isn’t intended to constitute financial advice; investments referred to may not be suitable for all recipients. Any mention of a specific security should not be interpreted as a solicitation to buy or sell a specific security.
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Episodes
Diary of a Fund Manager - Jagged Edge
September 28, 2020 16:24 - 5 minutes - 7.73 MBDiary of a Fund Manager - Jagged Edge by
Diary of a Fund Manager - The Old World and a Few More Months
September 21, 2020 15:42 - 7 minutes - 10 MBDiary of a Fund Manager - The Old World and a Few More Months by
Diary of a Fund Manager - Future Shock
September 14, 2020 13:16 - 5 minutes - 8.13 MBDiary of a Fund Manager - Future Shock by
Diary of a Fund Manager - Where’s Lincoln?
September 07, 2020 10:39 - 6 minutes - 8.54 MBDiary of a Fund Manager - Where’s Lincoln? by
Diary Of A Fund Manager - Washington Affairs
August 24, 2020 12:12 - 6 minutes - 8.58 MBDiary Of A Fund Manager - Washington Affairs by
Diary Of A Fund Manager - Survival Handbook
August 17, 2020 12:10 - 6 minutes - 8.54 MBDiary Of A Fund Manager - Survival Handbook by
Diary Of A Fund Manager - Welcome to the Hotel New Zealand
August 10, 2020 11:50 - 6 minutes - 8.34 MBDiary Of A Fund Manager - Welcome to the Hotel New Zealand by
Diary Of A Fund Manager - Numbers game
August 04, 2020 12:46 - 5 minutes - 7.93 MBDiary Of A Fund Manager - Numbers game by
Diary Of A Fund Manager - Hard Graft
July 27, 2020 11:51 - 6 minutes - 9.12 MBDiary Of A Fund Manager - Hard Graft by
Diary Of A Fund Manager - Follow the Money
July 20, 2020 13:18 - 7 minutes - 10.3 MBDiary Of A Fund Manager - Follow the Money by
Diary Of A Fund Manager - Missing Olympics
July 13, 2020 13:29 - 5 minutes - 7.9 MBDiary Of A Fund Manager - Missing Olympics by
Diary Of A Fund Manager - Bread and Circuses
July 06, 2020 14:37 - 6 minutes - 9.19 MBDiary Of A Fund Manager - Bread and Circuses by
Diary Of A Fund Manager- Juggling Act
June 22, 2020 10:44 - 5 minutes - 10.9 MBDiary Of A Fund Manager- Juggling Act by
Diary Of A Fund Manager- Longest Day
June 15, 2020 10:23 - 5 minutes - 9.67 MBDiary Of A Fund Manager- Longest Day by
Diary Of A Fund Manager- Mission Accomplished
June 08, 2020 12:50 - 6 minutes - 12 MBDiary Of A Fund Manager- Mission Accomplished by
Diary Of A Fund Manager- Zombification
June 01, 2020 10:55 - 6 minutes - 11.6 MBDiary Of A Fund Manager- Zombification by
Diary Of A Fund Manager- Connected Isolation
May 26, 2020 14:44 - 5 minutes - 10.6 MBDiary Of A Fund Manager- Connected Isolation by
Diary Of A Fund Manager- Feedback loop
May 18, 2020 13:28 - 6 minutes - 12.6 MBDiary Of A Fund Manager- Feedback loop by
Diary Of A Fund Manager- Back and forth
May 11, 2020 12:56 - 4 minutes - 9.12 MBDiary Of A Fund Manager- Back and forth by
Diary Of A Fund Manager Fair Play
May 04, 2020 13:14 - 5 minutes - 11 MBDiary Of A Fund Manager Fair Play by
Diary Of A Fund Manager- Less than zero
April 27, 2020 10:55 - 5 minutes - 10.6 MBDiary Of A Fund Manager- Less than zero by
Diary Of A Fund Manager- Baby Steps
April 20, 2020 12:06 - 5 minutes - 10.5 MBDiary Of A Fund Manager- Baby Steps by
Diary Of A Fund Manager- Stall Speed
April 14, 2020 12:06 - 6 minutes - 12.4 MBDiary Of A Fund Manager- Stall Speed by
Diary Of A Fund Manager - Mirror Mirror
April 06, 2020 12:05 - 6 minutes - 11.3 MBDiary Of A Fund Manager - Mirror Mirror by
Diary Of A Fund Manager - Always Questions
March 30, 2020 12:31 - 6 minutes - 12.4 MBIn this week’s Diary, news from financial markets and investors, an update from India in lockdown and guidance on home haircutting.
Diary Of A Fund Manager - New Normal
March 23, 2020 15:14 - 5 minutes - 7.59 MBDiary Of A Fund Manager - New Normal by
Diary of a Fund Manager - Covid-19
March 16, 2020 13:45 - 5 minutes - 7.52 MBDiary of a Fund Manager - Covid-19 by
Diary of a Fund Manager - Unhappy Markets
March 09, 2020 12:59 - 5 minutes - 8 MBIn the first Diary for a few weeks, a quick look back at the damage done by globalisation of coronavirus, before moving on to the future.
Diary of a Fund Manager - Frontline News
February 17, 2020 13:34 - 7 minutes - 9.67 MBDiary of a Fund Manager - Frontline News by
Diary of a Fund Manager - The Heart of the Matter
February 10, 2020 13:12 - 5 minutes - 7.52 MBCoronavirus ripples are spreading out from Wuhan bringing uncertainty to financial markets. This week's Diary delves a bit deeper into the investment consequences of a genuine unknown.
Diary of a Fund Manager - Fear is the Key
February 03, 2020 13:07 - 5 minutes - 7.59 MBDiary of a Fund Manager - Fear is the Key by
Diary of a Fund Manager - Goodbye to All That
January 27, 2020 12:35 - 5 minutes - 7.56 MBThis week's Diary, the last from the EU, covers news from the European Central Bank and Davos, revisits the prospects for 2020 covered in early December and touches on what to look for when searching for return taking a five year view. Also, is it time to be a value investor or will growth companies remain on top and will the merger and acquisition boom continue?
Diary of a Fund Manager - Inferno of Opportunity Part 2
January 21, 2020 13:04 - 7 minutes - 9.94 MBDiary of a Fund Manager - Inferno of Opportunity Part 2 by
Diary of a Fund Manager - Inferno of Opportunity
January 13, 2020 14:55 - 6 minutes - 9.19 MBDiary of a Fund Manager - Inferno of Opportunity by
Diary of a Fund Manager - Westrise
January 06, 2020 14:22 - 5 minutes - 10.8 MBI went to India in search of another mega-trend to add to the list of themes that will drive change and investment return in the new decade, but in this, the first Diary of 2020, I find myself looking west from a different place rather as the Apollo 8 astronauts did when they saw Earth rise from the moon. Travel broadens the mind most definitely, but also provides different perspectives
Diary of a Fund Manager - Steady as she goes
December 10, 2019 10:23 - 4 minutes - 6.74 MBDiary of a Fund Manager - Steady as she goes by
Diary of a Fund Manager- All Quiet
November 25, 2019 13:05 - 4 minutes - 6.86 MBDiary of a Fund Manager- All Quiet by
Diary of a Fund Manager - Question Spotting
November 12, 2019 10:55 - 6 minutes - 2.76 MBThis week’s Diary is mostly about the impact of artificial intelligence on investment, together with a little bit about the challenges of being a farmer during times of uncertainty.
Diary of a Fund Manager - Middle Ground
November 06, 2019 14:32 - 5 minutes - 2.58 MBIn this week’s Diary conventional politics, company results, reflections on past periods of political change and finally more politics, this time of the identity variety. There is never a dull moment.
Diary of a Fund Manager - Direct Engagement
October 29, 2019 10:03 - 5 minutes - 2.35 MBThank goodness for the company results season where reality re-establishes itself at the top of the investment agenda. A little bit about Brexit, before reports from around and about the UK. And finally reasons why this weekend swimming was more important than rugby. All make an appearance in this week’s Diary.
Diary of a Fund Manager - E&OE
October 21, 2019 13:14 - 7 minutes - 3.24 MBIn this week's Diary the practicalities of investing for life after Brexit, what it takes to be in business for over 200 years, disclaimer inflation and why demonstrations and strikes may become more prevalent after decades in hibernation.
Diary of a Fund Manager - Tails of the Unexpected
October 14, 2019 12:26 - 5 minutes - 2.42 MBStrange times indeed. This week's Diary grapples with the known unknowns of trade wars and Brexit as the possibility of progress on both fronts moves markets on a minute by minute basis. Also, the shipping news from Malta in the rain.
Diary of a Fund Manager - Plan Accordingly
October 07, 2019 11:24 - 6 minutes - 2.92 MBAt times like this stepping back from the daily news is a way of breaking away from the circularity of much of what is currently dominating the headlines. In this week’s Diary, the importance of good engineering, the impact of technology on financial services and a Donald Rumsfeld quote that is not quite as famous as his riff on what we know and what we don’t know.
Diary of a Fund Manager - Captains Courageous
September 30, 2019 11:24 - 5 minutes - 2.51 MBIn this week's Diary quiet markets and unquiet politics, ebbing confidence, investors becoming more discerning and thoughts about why long-term strategy is more important than quarterly reports when it comes to selecting the right companies to invest in.
Diary of a Fund Manager - No Barking
September 23, 2019 10:39 - 5 minutes - 2.4 MBDiary of a Fund Manager - No Barking by
Diary of a Fund Manager - Blue Moon
September 16, 2019 13:24 - 6 minutes - 3.13 MBIn this week's Diary, what mattered last week and what might drive markets this. The cost of money, inflation, the price of oil all matter. Also next from Belfast which finds itself in the eye of the Brexit hurricane.
Diary of a Fund Manager - Breaking Good or Breaking Bad
September 09, 2019 11:31 - 6 minutes - 3.09 MBDiary of a Fund Manager - Breaking Good or Breaking Bad by
Diary of a Fund Manager - Axioms, Assumptions and Optionality
September 02, 2019 10:13 - 5 minutes - 2.42 MBIn this week's Diary, news from around the world for those just back from the beach, a moderate amount about Brexit and two themes that look set to dominate the investment agenda for years to come.
Diary of a Fund Manager - Wobegon August
August 28, 2019 10:37 - 7 minutes - 3.31 MBDiary of a Fund Manager - Wobegon August by
Diary of a Fund Manager - Cyclical Rationality
August 19, 2019 13:19 - 6 minutes - 3.08 MBDiary of a Fund Manager - Cyclical Rationality by