Brewin Dolphin Podcast

In this week’s Brewin Podcast Ben Gutteridge, Brewin Head of Fund Research, speaks to Richard Titherington, the CIO of Emerging Markets at JPMorgan Asset Management.

In this week’s Brewin Podcast Ben Gutteridge, Brewin Head of Fund Research, speaks to Gervais Williams, a leading UK equity fund manager, on the prospects for UK smaller companies.

The bulk of the conversation, however, is reserved for an assessment of the current health of the UK economy and, perhaps more importantly, where it is headed. Combining this forecast with additional fundamental analysis, Guy then reveals his level of interest in the UK equity market.

Richard Watts, the lead manager on the Merian UK Mid Cap fund comments on names such as Fever-Tree, BooHoo.com, the UK Housebuilders and, particularly poignant given their more challenging week, Purple Bricks.

In this week’s podcast we get the latest thoughts from Brewin’s Head of Research, Guy Foster, on Brexit developments; specifically, what Parliamentary votes we might see next week and the potential ramifications for the process. Using this scenario based analysis we then discuss likely outcome for the most affected asset classes, particularly sterling.

In the latest Brewin Podcast Ben Gutteridge, Brewin Head of Fund Research, speaks to John Pattullo, co-lead manager on the Janus Henderson Preference and Bond fund. The conversation comes in two parts, analysing current growth and inflation dynamics emanating out of the US and Asia, and what this means for the sovereign bond market. We then move onto to corporate credit to uncover where John sees the most attractive opportunities. In both cases I’m afraid it’s message of caution with John expecting growth and inflationary conditions to continue to sour and for the highest quality bonds, such as sovereigns, to perform best at this stage in the cycle. For a deeper understanding of why he has taken this view, please consume this 20-minute update.

On today’s podcast it will be Ben and Dale Nichols.

In this week’s Brewin Podcast Ben Gutteridge, Brewin Head of Fund Research, speaks to another industry’s most recognised fund manager, Nick Train of Lindsell Train.

Markets fail to react to Brexit in our podcast conversation with Head of Fund research Ben Gutteridge

In the opening Brewin Podcast of 2019 Ben Gutteridge, Brewin Head of Fund Research, speaks to Simon Brazier, the lead fund manager on the Investec UK Alpha fund.

Guy Foster, Brewin Dolphin’s Head of Research outlook for 2019. He analyses the current Brexit developments as ‘No deal’ preparations are seemingly set to accelerate, as well as some thoughts on the latest round of market volatility.

In this week’s Brewin Podcast Ben Gutteridge, Brewin’s Head of Fund Research, speaks to Ainslie McLennan, the co-lead manager on the Janus Henderson UK Commercial Property fund. The conversation has nowhere else to start except for Brexit! However, rather than making speculative forecasts, the focus here is on how the UK Commercial Property funds might fare in the event of a ‘no deal’ Brexit; recalling the challenges the sector faced post the EU referendum. The conversation then switches to property fundamentals, exploring first the challenges in the Retail sector, before looking at opportunities in Industrials and Alternatives such as student accommodation. The interview concludes with a look at large cap UK REITs where, ostensibly the valuation opportunity looks compelling.

On this week’s Brewin Podcast: Richard Watts, the lead manager on the Merian UK Midcap fund (formerly Old Mutual) talks about the most keenly followed stocks such as Fever-Tree.

In this week’s enthralling podcast we are joined by the Chief Geopolitical Strategist at BCA, Marko Papic. As we look around the world, we are on the cusp of some potentially historic deals.

Part two of our exclusive interview with David Davis MP on the merits of Mrs May’s proposed deal, and where next for the ongoing Brexit saga.

An exclusive interview with David Davis MP on the merits of Mrs May’s proposed deal, and where next for the ongoing Brexit saga.

In the latest Brewin Podcast Ben Gutteridge, Brewin Head of Fund Research, speaks to Luke Newman, the co-Lead manager on the Janus Henderson UK Absolute Return fund.

In this week’s Podcast Ben Gutteridge, Brewin Head of Fund Research, speaks to Henry Dixon, a leading UK Equity fund manager at Man GLG about several of his preferred holdings. Names include British American Tobacco, IAG, Crest Nicholson and HSBC.

In this week’s Podcast Ben Gutteridge, Brewin’s Head of Fund Research, speaks to Guy Foster, Brewin Head of Research about the vicious return of volatility in October, and whether it was merely a correction, a sign of things to come, or something even more sinister.