Bonds Behaving Badly

Bond markets are behaving badly. In Episode 71 of Taking Stock: After The Bell, Lloyd Harris of Premier Miton joins Jonathan Raymond and James Hughes to discuss rising bond yields, sticky inflation, energy markets, corporate credit, AI-driven borrowing and why today's fixed income opportunities may be more attractive than many investors realise.

This week, Jonathan Raymond and James Hughes are joined by Quilter Cheviot property analyst Oli Creasey to discuss the improving outlook for UK commercial property, the blockbuster takeover of Segro, the future of offices and shopping centres, house prices, gilt yields and the latest developments in the AI space.

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 growth potential, the team discuss the key trends shaping one of the most dynamic areas of global investing.

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 provides an opportunity for us to dig into some of the detail ahead of holiday season.

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 to improve the trajectory. Despite all the doom, there are some encouraging that provide some optimism for the future.

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 the future. A practical, accessible conversation on building a financial plan that works.

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 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.

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. Despite the unsettling backdrop, global equity markets have proved remarkably resilient and in some cases have reached new highs. And Hughesy has been cycling.

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 opportunities, the role of technology and AI and how the firm can continue to grow while staying true to its core values.