With the stratospheric rise of tesla catching surprising so many investors we checked back in with Tom Slater, just a few weeks after our last update to see whether anything has changed in his perception of the company. We discuss what might have to be as

In this podcast we discuss the burning issue in the first month of 2020, the coronavirus. Starting the year as an unknown unknown and quickly becoming a known unknown forecasters are scrambling to understand the impact the disease will have. Clearly it wi

Bonds have started the year very strongly indeed and the outlook for UK interest rates oscillating wildly at the beginning of 2020 so we discuss a bond investors perspective on the outlook for UK and global rates considering such thorny issues as the resu

China is a growing part of the global economy but still represents something of a blind spot for those not used to navigating the opaque and esoteric world of Chinese economic data and news. Fortunately Diana Choyleva joins us to describe the many politic

Company accounting information has been coming under pressure recently with a plethora of reviews of the audit market implying a low degree of confidence amongst investors in the quality of the reported accounts. This week’s guest believes this focus is u

In the first Brewin Podcast of 2020 Ben Gutteridge, Research Director, speaks to Tom Slater, lead manager on the Baillie Gifford American Growth fund, about the high growth companies in which his funds invest. As the title suggests there is a focus on Tes

In the final Brewin Podcast of 2019, Ben Gutteridge, Research Director, speaks to Brewin’s Head of Investment Strategy, Paul Danis, about his outlook for 2020. The conversation begins with an assessment of current economic conditions and how they may evol

In today’s podcast Ben Gutteridge, Brewin Research Director, is joined by Paul Danis and Guy Foster, Brewin’s Head of Investment Strategy and Head of Research respectively. In this recording the content focuses squarely on the ‘stonking’ Tory majority off

In this week’s Brewin Podcast host Ben Gutteridge, Research Director, interviews Janus Henderson’s Luke Newman, co-lead manager on their Absolute Return Equity fund. The conversation focuses on where the best buying and selling opportunities may lie shoul

Who will win this election and how will it change things? Guy Foster, Brewin Dolphin’s Head of Research asks Chief UK Economist at Pantheon Macroeconomics, Sam Tombs. What are the likely outcomes and what policies would be the result? Does the potential f