Informações:
Sinopse
In this weeks Podcast, the final edition of 2018, Ben Gutteridge, Brewin Head of Fund Research, speaks to Mike Riddell, Head of UK Fixed Income at Allianz Global Investors.
Episódios
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Liontrust backing growth investments
01/10/2019It’s been another busy week in politics, however, in this latest Podcast we decide to alternate the focus back to investment.
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Parliament’s back, so what?
26/09/2019With 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.
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Jenna & John: Bonds for the long run
20/09/2019Bonds 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.
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A note of caution on emerging markets
13/09/2019On this week’s Podcast Ben Gutteridge, Brewin Research Director, speaks to Paul Danis, Brewin’s latest recruit and Head of Multi-Asset Strategy.
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A Brexit-free geopolitical update with BCA research
06/09/2019In 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.
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Brexit and Investment Developments
30/08/2019In 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.
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Are european equities off limits? - Aberdeen standard investments
23/08/2019In 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.
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Brewin’s brexit & market update
24/07/2019The 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.
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Emerging market debt with M&G
19/07/2019In 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.
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A guide to markets from JPMorgan’s karen ward
12/07/2019Ben Gutteridge, Brewin Research Director, speaks to JPMorgan’s Chief Market Strategist, Karen Ward, in a general conversation about the major talking points in markets.
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What next for british politics?
02/07/2019With an insider’s perspective we take the opportunity to review the to the ever-evolving and uncertain landscape that is British politics.
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Healthcare and banking with Dodge & Cox
21/06/2019On this week’s Podcast Ben Gutteridge, Brewin Head of Fund Research, speaks to Diana Strandberg of Dodge & Cox on the subject of Value investing.
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A gold & commodities update with blackrock
14/06/2019On this week’s Podcast Ben Gutteridge, Brewin Head of Fund Research, speaks to Evy Hambro, the CIO of BlackRock’s Natural Resources desk.
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Discussing investment safe havens with Allianz global investors
31/05/2019With 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......
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Drug pricing, credit quality and the US election
15/05/2019In 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 ......
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US banks and energy with BNY Mellon
01/05/2019In 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.
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Empowered or undermined? society in a digital age with Jamie Bartlett
26/04/2019This week’s podcast is with journalist and author Jamie Bartlett.
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Views of a value investor – Investec’s Mundy
16/04/2019In 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.
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Getting the Hook on Brexit
05/04/2019This 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?
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A Big name on a Short Podcast with Steve Eisman
29/03/2019In 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.