Brewin Dolphin Podcast

It’s been another busy week in politics, however, in this latest Podcast we decide to alternate the focus back to investment.

With increasingly partisan views on Brexit and the respective parties’ policies on the subject we attempt to cut through the noise with Chris Hughes, former political researcher, now working for Cicero Group. We tackle this week’s big news, the Supreme Court decision that proroguing Parliament was not legal and how it affects the political situation.

Bonds have had a stellar year so far as expectations of monetary policy have flipped dramatically more dovish. Not all bond fund managers have been able to capture that move, much to the frustration of their clients.

On this week’s Podcast Ben Gutteridge, Brewin Research Director, speaks to Paul Danis, Brewin’s latest recruit and Head of Multi-Asset Strategy.

In this week’s Brewin Podcast Ben Gutteridge, Brewin’s Research Director, speaks to Matt Gertken, BCA Research’s Chief Geopolitical Strategist. The subject matter purposefully avoids the Brexit drama given our coverage last week and the fast-moving nature of the story and instead returns to US politics.

In this week’s podcast we return to the subject of Brexit as our PM takes the controversial move (at least in some quarters) to suspend Parliament.

In this week’s Brewin Podcast Ben Gutteridge, Brewin’s Research Director, speaks to Will James, the lead manager of ASI’s European Equity Income fund, on the case for investing in Europe.

The discussion begins by covering the historic appointment of our new Prime Minister, determining what this might mean for the Brexit process as well as its market relevance and then covers global markets more broadly.

In this week’s Podcast Ben Gutteridge, Brewin’s Research Director, speaks to Claudia Calich, the lead manager on the M&G Emerging Market Debt fund.

Ben Gutteridge, Brewin Research Director, speaks to JPMorgan’s Chief Market Strategist, Karen Ward, in a general conversation about the major talking points in markets.

With an insider’s perspective we take the opportunity to review the to the ever-evolving and uncertain landscape that is British politics.

On this week’s Podcast Ben Gutteridge, Brewin Head of Fund Research, speaks to Diana Strandberg of Dodge & Cox on the subject of Value investing.

On this week’s Podcast Ben Gutteridge, Brewin Head of Fund Research, speaks to Evy Hambro, the CIO of BlackRock’s Natural Resources desk.

With stocks under pressure and safe haven assets moving higher around the world, this week we speak to Kacper Brzezniak of Allianz Global Investors, a bond and foreign currency fund manager, about......

In this week’s Brewin Podcast Ben Gutteridge, Brewin Head of Fund Research, speaks to Claire Hart, the lead manager on the JPMorgan US Equity Income fund. The conversation covers credit conditions ......

In this week’s podcast, Ben Gutteridge, Brewin’s Head of Fund Research, speaks to John Bailer, a fund manager on BNY Mellon’s US Value team. The conversation focusses on the challenges and opportunities within the US banking sector, though some time is spared to review the Energy sector and the general appeal of ‘Value’ trades.

This week’s podcast is with journalist and author Jamie Bartlett.

In the latest Brewin Podcast Ben Gutteridge, Brewin Head of Fund Research, speaks to Alistair Mundy, Investec’s leading protagonist of Value investing. The conversation begins with a brief review of Alistair’s specific approach to Value investing, before scrutinising the extent to which the approach is looking (more or less) appealing. The majority of the debate, however, is dedicated to analysing the parts of the market this style of investing is leading Alistair to; such areas include Banks, Retail, Energy and Pharma.

This week’s podcast tries to keep pace with the fast-evolving Brexit situation by speaking to Invesco's Head of UK Government Relations, Graham Hook. We ask him how the talks between the Prime Minister and Jeremy Corbyn are likely to pan out. What happens next if an agreement can’t be reached. Are the EU really going to accede to UK demands for an extension and why do they care if the UK doesn’t want to take part in EU parliamentary elections? No deal is the default option, but could we ever end up with it? How much does Jeremy Corbyn really want an election? Looking further ahead (maybe not that much further) who is going to be the next leader of the Conservative Party and if Brexit ever could be put behind us will the parties which have dominated UK politics for a century be able to heal their divisions or have things changed for good?

In this week’s Brewin Podcast Ben Gutteridge, Brewin Head of Fund Research, speaks to one of the most recognised investors on the global stage, Steve Eisman. The conversation covers Mr Eisman’s pedigree as an investor, exploring how he analyses economic conditions and businesses, and where he sees his edge.