Brewin Dolphin Podcast

Banking on US equities – JPMorgan

Informações:

Sinopse

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.