Brewin Dolphin Podcast

In this week’s podcast Brewin Dolphin’s Head of Research, Guy Foster, speaks to former US Ambassador to Germany John Emmerson about the implications of the coronavirus for the way we live and do business over the short medium and long term.

In this week's Brewin Podcast Guy Foster speaks with Paul Danis about the outlook for the virus, for the containment measures and for the markets at this time of heightened economic stress.

We talk to private equity expert Jim Strang on the day he is appointed chairman-elect of the high performing HG Capital.

We check in with Andy Blocker, Head of US Government Affairs at Invesco to digest the results of Super Tuesday in the US race to be the Democratic nominee for President.

In this week’s podcast we discuss the UK gilt market with David Hooker manager of the Insight UK Government Bond fund.

With the stratospheric rise of tesla catching surprising so many investors we checked back in with Tom Slater, just a few weeks after our last update to see whether anything has changed in his percept

In this podcast we discuss the burning issue in the first month of 2020, the coronavirus. Clearly it will be significant but how significant and for whom. And what will the impact be on markets?

This week’s guests Mike Riddell and Kacper Brzezniak explain what drives UK bonds when they are caught in the crossfire of domestic and global factors

Diana Choyleva joins us to describe the many political cultural and economic idiosyncrasies of one of the largest economies in the world and arguably the biggest source of growth.

Company accounting information has been coming under pressure recently with a plethora of reviews of the audit market.

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 fund

In the final Brewin Podcast of 2019, Ben Gutteridge, Research Director, speaks to Brewin’s Head of Investment Strategy, Paul Danis, about his outlook for 2020.

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 UK equities.

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.

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.

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.

In this week’s podcast Brewin Dolphin’s Head of Research, Guy Foster, speaks to Simon Ward, economic advisor to Janus Henderson and author of the moneymovesmarkets.com blog. Simon explains his approach to economic forecasting, how it differs from mainstream approaches and how it is particularly relevant for investment.

In the week in which the Prime Minister finally got the election he has wanted for weeks, if not months, the only possible conversation to have in a topical investment-based podcast is the impact of this election on financial markets.

Brewin’s Research Director, Ben Gutteridge, speaks to John Emerson, the US Ambassador to Germany under the Obama administration.

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 since his last appearance on the Brewin Podcast.