Welsh. Investment Manager at @QuilterCheviot. Farmer's son and sports lover. Tweets not investment advice
Berkshire
Joined February 2012
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Jonathan Raymond retweeted
This is increasingly (for me) the most relevant chart for understanding UK vs US macro.
2/3rds of US household wealth sits in financial assets. In the UK, just 1/3rd.
If there is a large, positively correlated asset price correction then US consumption spending is likely to see an outsized hit. But the recent history of Britons pouring free cash flow into low return assets (cash & property) has been a UK growth headwind.
Jonathan Raymond retweeted
On the day that 10-year gilts hit an 18-year high, Cabinet ministers were told that 'cutting costs of essentials like childcare and mortgages' was one of their three priorities. But there are few signs the govt understands what is making mortgages more expensive (1/?)
Jonathan Raymond retweeted
Starmer and Reeves are not kidding when they say this political uncertainty causes economic damage. The only “reset” being achieved at the moment is higher borrowing costs. Result? We’re all worse off. So deeply depressing.
Jonathan Raymond retweeted
At last the weather has allowed us to combine #springmaltingbarley on the north #pembrokeshirecoast
Jonathan Raymond retweeted
🔔 Taking Stock - After the Bell 🔔
Episode 19: Reasons for Optimism
Our maiden “away trip”.
We discuss opportunities in a changing world.
youtu.be/DWEllXcaN84?si=PTsA…
Jonathan Raymond retweeted
NEW: B.1617.2 is fuelling a third wave in the UK, with not only cases but also hospital admissions rising.
Vaccines will make this wave different to those that have come before, but it remains a concern, and one that other countries will soon face.
Thread on everything we know:
Jonathan Raymond retweeted
One of the FT's very best writers has written a piece that will stay with you a long time - on.ft.com/3oiGy26 via @FT
Jonathan Raymond retweeted
sometimes there aren’t enough Gifs in the world
ft.com/content/62bf13df-195c…
Jonathan Raymond retweeted
Now THIS is a lot 🤯
There has to be a public enquiry about this cost and about the PPE debacle.
Staggering number buried in today’s #COVID19 winter plan: Test & Trace will cost an extra £7bn, so £22bn total this yr.
To put that into perspective, that’s more than the ENTIRE cost of Crossrail (£18bn) or the Channel Tunnel (£9bn at the time, just under £20bn in today’s money).
Jonathan Raymond retweeted
Investment Manager David Henry and Head of Fixed Income Research, Richard Carter discuss the rise in Covid-19 cases and what this might mean for markets. Head of Risk, Phil Thomas joins us to discuss trends in fraud, and tips for staying safe online bit.ly/3kGTJqy
Jonathan Raymond retweeted
Please Retweet!! Please take time to complete my questionnaire on rural crime in the agricultural industry, it is for my GCSE welsh baccalaureate and i’d like to hear your experience thanks forms.office.com/Pages/Respo…
Jonathan Raymond retweeted
As Intu goes into administration, Oli Creasey, Quilter Cheviot’s property analyst, discusses the outlook for retail property and student housing. Plus Jonathan Raymond on markets over the past week and what to expect next week.
Capital at risk bit.ly/31H7HCH
Jonathan Raymond retweeted
📺📻📱 You may have seen this before, but it's good to be reminded of what you get for the licence fee...
Jonathan Raymond retweeted
I have responded in good faith to Margaret. I do hope we are not too late to help people like her, so unfairly manipluated and discombobulated by cynical social media messaging driven by dark forces.
Jonathan Raymond retweeted
Investment Manager, @JonathanRaym joins Sebastian Scott and Richard Carter this week to discuss the latest brexit overview, the impact on client portfolios and the implications of brexit on British farming in our latest Breaking Down #Brexit Podcast. bit.ly/BreakingDownBrexit
Jonathan Raymond retweeted
A no-deal Brexit would be catastrophic for British farming. We're calling for an urgent review of the government's no-deal trade tariff schedule. Here's why...
Jonathan Raymond retweeted
The Quilter Cheviot Rural Innovation Programme will provide £30,000 of funding to companies innovating to support and sustain rural communities. How could £30,000 help your business? Apply here: ow.ly/9ojn50uw9dw #SupportingRural
Jonathan Raymond retweeted
We have just launched the Quilter Cheviot Rural Innovation Programme
Anyone with an idea to help rural communities can apply for £30,000 of funding from us, with applications reviewed by our panel of six **expert** judges.
💷💷💷
quiltercheviot.com/uk/privat…
Jonathan Raymond retweeted
The Rural Innovation Programme is an exciting project for Quilter Cheviot to help to provide £30,000 of funding to innovative businesses providing solutions to sustain and support rural communities. To apply click the link below! #SupportingRural
Our sponsor @QuilterCheviot has launched their Rural Innovation Programme, offering the opportunity to receive £30,000 worth of funding in a bid to support rural communities. Find out more and apply here: bit.ly/2UhtBJs #SupportingRural