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Best Brewin Dolphin podcasts we could find (updated April 2020)
Best Brewin Dolphin podcasts we could find
Updated April 2020
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This week’s podcast guest is Felix Haldner of Partners Group, managers of Princess Private Equity. We discuss Princess Private Equity which is a vehicle investing in private equity assets that are often considered quite inaccessible for private investors due to the illiquidity, fees and minimum investment requirements. However as one of a host of l…
 
In this podcast we discuss the burning issue in the first month of 2020, the coronavirus. Starting the year as an unknown unknown and quickly becoming a known unknown forecasters are scrambling to understand the impact the disease will have. Clearly it will be significant but how significant and for whom. And what will the impact be on markets?PIMC…
 
Bonds have started the year very strongly indeed and the outlook for UK interest rates oscillating wildly at the beginning of 2020 so we discuss a bond investors perspective on the outlook for UK and global rates considering such thorny issues as the resumption of Brexit negotiations, a new governor at the BoE, a new government with a new fiscal ag…
 
China is a growing part of the global economy but still represents something of a blind spot for those not used to navigating the opaque and esoteric world of Chinese economic data and news. Fortunately Diana Choyleva joins us to describe the many political cultural and economic idiosyncrasies of one of the largest economies in the world and arguab…
 
In the first Brewin Podcast of 2020 Ben Gutteridge, Research Director, speaks to Tom Slater, lead manager on the Baillie Gifford American Growth fund, about the high growth companies in which his funds invest. As the title suggests there is a focus on Tesla, Shopify and Chewy, but there is also some for some politics as we enter a pivotal year in t…
 
In today’s podcast Ben Gutteridge, Brewin Research Director, is joined by Paul Danis and Guy Foster, Brewin’s Head of Investment Strategy and Head of Research respectively. In this recording the content focuses squarely on the ‘stonking’ Tory majority offering immediate reflection on what it means for investment markets, principally the pound and U…
 
In this week’s Brewin Podcast host Ben Gutteridge, Research Director, interviews Janus Henderson’s Luke Newman, co-lead manager on their Absolute Return Equity fund. The conversation focuses on where the best buying and selling opportunities may lie should the consensual expectation of a Tory victory play out, but also under the less probable, but …
 
Who will win this election and how will it change things? Guy Foster, Brewin Dolphin’s Head of Research asks Chief UK Economist at Pantheon Macroeconomics, Sam Tombs. What are the likely outcomes and what policies would be the result? Does the potential for fiscal spending increase the risk of inflation? Can the government attract the staff to spen…
 
In this week’s Podcast we welcome Ben Lord, the fund manager of M&G’s UK Inflation Linked Corporate Bond fund. In a fascinating 20 minute conversation Ben covers the technical issue of a potential change to the RPI calculation and what that may mean for inflation linked assets. We then move on to the meatier topics of the UK economy, the upcoming G…
 
In a very special edition of the Brewin Podcast, Brewin’s Research Director, Ben Gutteridge, speaks to John Emerson, the US Ambassador to Germany under the Obama administration. Over a really fascinating 25 minutes, John offers his insights on the front runners for the Democrat candidacy, how they might then take on Trump in the campaign trail, the…
 
This podcast sees Guy Foster, Head of Research chatting to Howard Marks the founder and chairman of Oaktree Capital. Howard has been making the headlines recently by questioning the Fed’s latest rate cuts whilst most investors seem to be wanting more. That serves as a helpful intro to the topic of cycles which Howard has literally written a book si…
 
It’s been another busy week in politics, however, in this latest Podcast we decide to alternate the focus back to investment. Difficult though Brexit is to avoid entirely, the main points of discussion in this recording are the merits of Growth investing relative to Value - a debate which continues to rage in investment circles – as well as a look …
 
On this week’s Podcast Ben Gutteridge, Brewin Research Director, speaks to Paul Danis, Brewin’s latest recruit and Head of Multi-Asset Strategy. We will be talking on the subject of Asian and Emerging Market equities. Having been a little more positive hitherto, Paul explains why Brewin are guiding to a modest reduction in exposure to these assets,…
 
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. The focus is on foreign policy, where we exam…
 
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. Clearly the news flow has been universally dreadful, but does this render European Equities as a ‘no go’ area, or are there pockets of value and, if so, where are…
 
In this week’s podcast Ben Gutteridge, Brewin Research Director, speaks to Guy Foster, Brewin’s Head of Research, in order to share our latest views on both Brexit and Markets. 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…
 
In this week’s Podcast 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. Commentary covers the US economic outlook and what this means for Fed policy, the scale of the threat the US trade conflict with China is posing, the broader …
 
In this week’s Brewin Podcast, Guy Foster, Brewin’s Head of Research, is joined by Ameet Gill, David Cameron’s former director of strategy and partner at Hanbury Strategy. With an insider’s perspective we take the opportunity to review the to the ever-evolving and uncertain landscape that is British politics. Ameet gives his sense on the current To…
 
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. Dodge & Cox may not be a name familiar to many of you, but they are one of the largest and longest standing Value investors globally, with their HQ in San Francisco. In terms of topics covered, Diana begi…
 
On this week’s Podcast Ben Gutteridge, Brewin Head of Fund Research, speaks to Evy Hambro, the CIO of BlackRock’s Natural Resources desk. The conversation begins with an assessment of the dynamics in the gold price as it touches technical highs before moving on to review similar fundamentals in the copper and iron ore space. Throughout the intervie…
 
In this week’s Brewin Podcast Ben Gutteridge, Brewin’s Head of Fund Research, speaks to Mathieu Savary, Managing Editor at BCA Research. As the title suggests, this week’s conversation looks at the major themes that have been, and are likely to continue dominating, asset class performance. Areas of conversation covers trade, US monetary policy, Chi…
 
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 what’s next for markets. Tackling Kacper is Brewin’s Head of Fund Research, Ben Gutteridge, who challenges him on matters such as trade, Fed Policy, Ital…
 
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 the US banking sector, taking a reading on the various sleeves of lending activity, but also where the pockets of anxiety reside. The discussion then …
 
This week’s podcast is with journalist and author Jamie Bartlett. We have spent plenty of time on this podcast celebrating the returns which come from the technology industry but in this edition Jamie, who is an expert on technology, politics and the interplay between the two, explains how democracy might be undermined by a failure of the rules of …
 
In this week’s podcast, Guy Foster Brewin’s Head of Research speaks to the well-known commentator and economist David McWilliams. In a wide-ranging discussion David gives his sense of the potential winners and losers from Brexit in the UK, Ireland and Northern Ireland. What drives the success or otherwise of this project? Who holds the power in the…
 
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. Using this as a foundation the discussion…
 
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