On this week’s podcast the focus is the UK stock market as Brewin Dolphin’s Head of Fund Research, Ben Gutteridge, tackles Columbia Threadneedle’s Head of Equities, and star fund manager of the UK Equity Income fund, Leigh Harrison.

The podcast is split neatly into the three parts.  First Leigh offer his views on where the market is in relation to the valuation and profit cycle, revealing a cautiously optimistic tone. We then move onto stock specifics, where Leigh is challenged on his favourable view on Health Care and Food Retailers, as well his more uncertain view on the UK banking sector. Finally we discuss some of the corporate news at Columbia Threadneedle, including the formal merger with Columbia as well as recent personnel changes.   

Please review the podcast on iTunes and if you have any particular requests for topics to be covered then please post them on our website or on Twitter using the tag #BrewinPodcast

 

The value of investments can fall and you may get back less than you invested. Past performance is not a guide to future performance. All information within this publication is for illustrative purposes only and is not intended as investment advice. No investment is suitable in all cases and you have any doubts as to an investment’s suitability then you should contact your financial adviser. The opinions expressed in this podcast are not necessarily the views held throughout Brewin Dolphin Ltd. We or a connected person may have positions in or options on the securities mentioned herein or may buy, sell or offer to make a purchase or sale of such security mentioned in this podcast. For further information, please refer to our conflicts policy which is available on the footer below.