Brewin Dolphin Podcast

Where opportunities may lie in an economic recovery

Prospects for the market as the election results slowly roll in.

The votes have (largely) been counted and the result is (pretty much) known. But what are the implications?

We take a whistle-stop tour of what we expect to happen in the US election, what else could happen, the investment implications and the winners and losers.

The disputes and democracies of a US election

Extent of the knock on macro opportunities?

Sustainable investing with all its controversies.

How strong is the global rebound?

How are US businesses coping?

What is the impact of COVID on the future for different markets?

What is the opportunity for Indian companies?

After decades of worrying about inflation have investors and policymakers finally concluded that it is dead and buried?

In this week’s podcast we discuss the performance of asset markets impact of Covid on Inflation, and views on the new governor of the bank of England.

In this week’s Brewin podcast we talk to Clare Hart about the quest for dividends in an equity market (the US) which is more famed for growth.

In this week’s podcast Guy Foster, Head of Research, talks to Andrew Davies, Senior Portfolio Manager on the CVC Credit Partners European Opportunities fund.

This week Guy Foster talks to Baillie Gifford Fund Manager, Gary Robinson who co-manages the Baillie Gifford American Fund and the Baillie Gifford US Growth Trust. Gary invests in high growth companies and so the discussion revolves around the companies poised to cause, and benefit from, technological disruption.

2020 has seen some dramatic action in the energy market with prices at one stage being sharply negative but since then they have recovered sharply.

This week we speak to Simon Ward, Economic advisor to Janus Henderson and author of the blog: Money Moves Markets, about his outlook for the economy and markets. Simon has an approach which looks at money supply, a phenomenon which is unquestionably expanding by some measures, as well as cycles which he sees as following regular patterns.

In this week’s podcast Guy Foster, Head of Research, is joined by James Ashley of Goldman Sachs to discuss the market outlook. James discusses how he sees the prospects for the market after the bounce they have had. He discusses the stimulus which has come from policymakers and the implications it might have for the future.

This week Guy Foster, Head of Research talks to Simon Brazier the manager of the Ninety One UK Alpha fund about which elements of his portfolio have proven resilient to the Coronavirus sell off. We also ask him where he has taken opportunities thrown up by the sell off.