Weekly Comment - Markets Uncut - 08.12.2025 скачать в хорошем качестве

Weekly Comment - Markets Uncut - 08.12.2025

This week’s host, Investment Adviser Stephen Irwin is joined by Richard Carter, CFA, Head of Fixed Interest Research and Matthew Dorset, Equity Research Analyst, to discuss recent market developments. Among the topics discussed: The drivers behind the continuous surging public debt, how much debt is too much debt?, the potential impact of peace deals on the defence sector and where are the current best investment opportunities in the defence sector? 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. This material is not tax, legal or accounting advice and should not be relied on for tax, legal or accounting purposes. Quilter Cheviot Limited does not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting adviser(s) before engaging in any transaction.