Brewin Dolphin Podcast

Following on from the most recent Podcast, where we discussed the merits of the US banking sector, in this edition we tackle the same areas within Europe with our guest speaker Hans Ulrich, the lead manager of the GAM Euroland Value fund. Before specifically discussing the banking sector, however, Hans provides his view on whether the pace of the European recovery has already passed it nadir and, therefore, where it might be heading? Also, up for debate are the merits of individual companies such as Deutsche Bank, but also names from other cyclical parts of the market, such as ArcelorMittal.

In this week’s Podcast Ben Gutteridge, Brewin Head of Fund Research, speaks to the co-lead manager on the JPMorgan US Equity Income fund, Clare Hart. The conversation covers the investment case for the Banking sector, Energy companies as well as the challenges of monetising an optimistic view on the consumer.

In this week’s Brewin Podcast Ben Gutteridge, Head of Fund Research, speaks to Erik Keller, a Senior Credit Portfolio Manager at Robeco. The conversation focuses on the recent volatility in markets and what opportunities have arisen, before taking a more long-term perspective on how growth, inflation and central bank policy may influence the bond market in the year ahead.

In today’s podcast Ben Gutteridge, Head of Fund Research, speak to Brewin’s Head of Research, Guy Foster about rising trade tensions between the US and China. The conversation covers the motivation for the US’ bellicose stance, to what extent their claims are legitimate, how measured the Chinese response has been, whether this could escalate further and what action investors should be contemplating.

In today’s podcast Guy Foster, Head of Research, talks to Sean Taylor the APAC CIO and Global Head of Emerging Equities at DWS Investments the firm which in the last few days spun out of Deutsche Bank. This is an incredibly timely call after a week in which the markets have been roiled by fears of a trade war and a collapse in big tech names. What will be the impact of the trade spat on China’s economy and the broader Asian economies? How will this impact companies operating in the region? The conversation subsequently turns to Asia with a focus on the macro story in China and the various efforts which the authorities are taking to restrain leverage in the economy. Will any of these factors halt the out performance of Asian and Emerging Markets? Finally, Sean gives his opinion on the Asian technology stocks which he breaks into various subcategories.

This week we look at the Asian investment opportunity through the eyes of an income manager. Zoe Kan, lead manager of the Newton Asian Income fund, discuss the opportunities and challenges running an equity income mandate in the region.

In a fascinating 20-minute conversation we get to hear Tim’s current thinking on some of the major geopolitical tensions the world is grappling with. Topics include the Brexit negotiations and the future of the EU, the myriad of threats in the South China Sea, the Trump administration’s foreign policy and, on that very topic, the apparent detente on the Korean Peninsula.