Brewin Dolphin Podcast

Brewin Dolphin Podcast


Latest Episodes

Saudi: Vorsprung Durch Dynasty
January 22, 2015

This week Ben Gutteridge, Guy Foster, Nick Stanojevic and Iain Armstrong discuss the ECB’s new quantitative easing scheme running a sceptical eye over the policies’ long run benefits.  Also examined is Hutchison’s prospective acquisition of O2 and

Swiss: Franc, but losing interest
January 15, 2015

In this week’s podcast the team confront the big issue of the week: that surprise decision by the Swiss National Bank to abandon the Swiss Franc’s peg with the Euro. Ben Gutteridge asks Guy Foster why the decision was made and whether it should have b

Give Peas a Chance - The Price War is Over
January 08, 2015

In the first podcast of 2015 our slim-lined Research team look at the ongoing challenges and share price recovery at Tesco. Nik Stanojevic delves deep into its trading update: store closures and a cut in the dividend. He also explores what assets could be

Look back on 2014 and into 2015
December 18, 2014

On the final podcast of the year the team look at a number of predictions made this time last year and discuss how they panned out including a green tick on developed markets outperforming emerging markets but a red cross when bonds outperformed equities

Equity Markets Lacking Festive Cheer
December 11, 2014

This week the team give a rundown on a difficult week for equity markets which included weak Chinese Industrial production figures and a disappointing take up of cheap ECB loans from European banks under the Targeted Long-Term Refinancing Operation (TLTRO

Brewin Studies ‘Stephanomics’
December 04, 2014

In another coup for the Brewin Podcast Stephanie Flanders, Chief Market Strategist for UK and Europe at J P Morgan Asset Management and former BBC Economics Editor, joins Guy Foster and Ben Gutteridge to discuss the market’s most pressing issues.   Th

Oil glut
November 27, 2014

This week, Guy Foster and Ben Gutteridge are joined by the oil and gas equity analyst Iain Armstrong. Guy reviews the past month whilst Iain takes an in-depth look at the continued fall in the oil price, gaging how this will affect some of the big players

The Brewing Podcast
November 20, 2014

This week the team look at the recent legislation to affect pubs, with Ruairidh assessing the impact of this law. Whilst Iain looks at Serco, explaining some issues with outsourcing companies and what they can do to be more successful in the future, quoti

Oil and Trash
November 13, 2014

This week, on the back of hot topics in the press: Brewin Dolphin’s equity team attempt to get to the bottom of the seemingly permanent decrease in the oil price, whilst  Ruairidh discusses ‘falling knives’ and how to avoid investing in value traps

Eurotrash or Eurocash? Equity investors’ dilemma
November 06, 2014

Special guest Rob Burnett of Neptune Asset Management joins Ben Gutteridge and Guy Foster to discuss the outlook for Europe in the week that Mario Draghi attempted to reclaim the ECB’s credibility.       The value of investments can fall and you