Brewin Dolphin Podcast
Latest Episodes
Banks made interesting
With US shares brushing new all-time highs we discuss the latest economic news, the latest results from UK banks and the Bank of England’s relaxed attitude towards deleveraging in this, the only podcast that can explain capital ratios in an interesting
Stress release
In this episode, the research team explore a selection of this week’s main events. Starting with the recent change in the fortune of the FTSE 100 as it seems to have rebounded from recent troughs. James Box discusses the much anticipated results of the
A voice of reason
Guy Foster puts into context the latest bout of market turbulence, while the analytical team discuss marquee signings and the pick up in management turnover we've seen this year.   The value of investments can fall and you may get back less
Brewin meets the Vigilante
This week’s podcast welcomes M&G’s Head of Fixed Interest, and leader of the Bond Vigilantes, Jim Leavis. We grill Jim on the US recovery, the pace and timing of rate hikes in the UK and US, and whether the rise of UKIP means the demise of the Great
Profit warnings and banking on challenges
It’s not all grim (except in Europe, perhaps) but this week the Brewin Dolphin Research Team explores a flock of profit warnings and asks whether the UK’s big banks will be able to cope with both the ‘challenger’ banks and the digital minefield.
Europe vs America
This week’s Ryder cup-themed podcast squares off Europe against the USA in economic terms and across banking, technology and telecoms sectors (with a sporting analogy for each). We also bear witness to James ‘Jimi’ Hay’s guitar skills and hear h
Sex, drugs and alcohol
Ben Gutteridge returns with his colleagues to look at the investment matters of the week which would have been obscured by the Scottish referendum Scottish Referendum saga.   The value of investments can fall and you may get back less than you i
Don’t mention the … vote!
After last week’s podcast special focusing on the upcoming Scottish Referendum, the topic  has been purposefully avoided. Instead, the Brewin Dolphin Research team explore this week’s big announcements, including the UK Retail Scene, the Internationa
The question doesn’t matter, the answer’s always Aye!
This week’s podcast looks at the implications of a Scottish Yes vote in the referendum over independence. Potential impact on tax rates, subsidies and pensions regulation are considered in the context of retail, telecoms and renewable energy business.
Everything must go…
This week investors are facing war in the Ukraine and price wars in food retail. We discuss the prevailing deflationary influences and their impact on markets. From over capacity in metals markets to completion in retail and excess supply in the energy