Quilter Cheviot artwork

Quilter Cheviot

242 episodes - English - Latest episode: over 2 years ago - ★★★★★ - 1 rating

Quilter 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 MB

Diary 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 MB

Diary 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 MB

Diary of a Fund Manager - Future Shock by

Diary of a Fund Manager - Where’s Lincoln?

September 07, 2020 10:39 - 6 minutes - 8.54 MB

Diary of a Fund Manager - Where’s Lincoln? by

Diary Of A Fund Manager - Washington Affairs

August 24, 2020 12:12 - 6 minutes - 8.58 MB

Diary Of A Fund Manager - Washington Affairs by

Diary Of A Fund Manager - Survival Handbook

August 17, 2020 12:10 - 6 minutes - 8.54 MB

Diary 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 MB

Diary 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 MB

Diary Of A Fund Manager - Numbers game by

Diary Of A Fund Manager - Hard Graft

July 27, 2020 11:51 - 6 minutes - 9.12 MB

Diary Of A Fund Manager - Hard Graft by

Diary Of A Fund Manager - Follow the Money

July 20, 2020 13:18 - 7 minutes - 10.3 MB

Diary Of A Fund Manager - Follow the Money by

Diary Of A Fund Manager - Missing Olympics

July 13, 2020 13:29 - 5 minutes - 7.9 MB

Diary Of A Fund Manager - Missing Olympics by

Diary Of A Fund Manager - Bread and Circuses

July 06, 2020 14:37 - 6 minutes - 9.19 MB

Diary Of A Fund Manager - Bread and Circuses by

Diary Of A Fund Manager- Juggling Act

June 22, 2020 10:44 - 5 minutes - 10.9 MB

Diary Of A Fund Manager- Juggling Act by

Diary Of A Fund Manager- Longest Day

June 15, 2020 10:23 - 5 minutes - 9.67 MB

Diary Of A Fund Manager- Longest Day by

Diary Of A Fund Manager- Mission Accomplished

June 08, 2020 12:50 - 6 minutes - 12 MB

Diary Of A Fund Manager- Mission Accomplished by

Diary Of A Fund Manager- Zombification

June 01, 2020 10:55 - 6 minutes - 11.6 MB

Diary Of A Fund Manager- Zombification by

Diary Of A Fund Manager- Connected Isolation

May 26, 2020 14:44 - 5 minutes - 10.6 MB

Diary Of A Fund Manager- Connected Isolation by

Diary Of A Fund Manager- Feedback loop

May 18, 2020 13:28 - 6 minutes - 12.6 MB

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Diary Of A Fund Manager- Back and forth

May 11, 2020 12:56 - 4 minutes - 9.12 MB

Diary Of A Fund Manager- Back and forth by

Diary Of A Fund Manager Fair Play

May 04, 2020 13:14 - 5 minutes - 11 MB

Diary Of A Fund Manager Fair Play by

Diary Of A Fund Manager- Less than zero

April 27, 2020 10:55 - 5 minutes - 10.6 MB

Diary Of A Fund Manager- Less than zero by

Diary Of A Fund Manager- Baby Steps

April 20, 2020 12:06 - 5 minutes - 10.5 MB

Diary Of A Fund Manager- Baby Steps by

Diary Of A Fund Manager- Stall Speed

April 14, 2020 12:06 - 6 minutes - 12.4 MB

Diary Of A Fund Manager- Stall Speed by

Diary Of A Fund Manager - Mirror Mirror

April 06, 2020 12:05 - 6 minutes - 11.3 MB

Diary Of A Fund Manager - Mirror Mirror by

Diary Of A Fund Manager - Always Questions

March 30, 2020 12:31 - 6 minutes - 12.4 MB

In 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 MB

Diary Of A Fund Manager - New Normal by

Diary of a Fund Manager - Covid-19

March 16, 2020 13:45 - 5 minutes - 7.52 MB

Diary of a Fund Manager - Covid-19 by

Diary of a Fund Manager - Unhappy Markets

March 09, 2020 12:59 - 5 minutes - 8 MB

In 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 MB

Diary 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 MB

Coronavirus 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 MB

Diary 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 MB

This 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 MB

Diary 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 MB

Diary of a Fund Manager - Inferno of Opportunity by

Diary of a Fund Manager - Westrise

January 06, 2020 14:22 - 5 minutes - 10.8 MB

I 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 MB

Diary 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 MB

Diary of a Fund Manager- All Quiet by

Diary of a Fund Manager - Question Spotting

November 12, 2019 10:55 - 6 minutes - 2.76 MB

This 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 MB

In 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 MB

Thank 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 MB

In 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 MB

Strange 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 MB

At 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 MB

In 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 MB

Diary of a Fund Manager - No Barking by

Diary of a Fund Manager - Blue Moon

September 16, 2019 13:24 - 6 minutes - 3.13 MB

In 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 MB

Diary 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 MB

In 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 MB

Diary of a Fund Manager - Wobegon August by

Diary of a Fund Manager - Cyclical Rationality

August 19, 2019 13:19 - 6 minutes - 3.08 MB

Diary of a Fund Manager - Cyclical Rationality by

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