Brewin Dolphin Podcast
Latest Episodes
M&G’s Bond Vigilantes back on the Podcast
In this week’s Podcast we welcome Ben Lord, the fund manager of M&G’s UK Inflation Linked Corporate Bond fund. In a fascinating 20 minute conversation Ben covers the technical issue of a potential change to the RPI calculation and what that may mean for i
Money Moves Markets
In this week’s podcast Brewin Dolphin’s Head of Research, Guy Foster, speaks to Simon Ward, economic advisor to Janus Henderson and author of the moneymovesmarkets.com blog. Simon explains his approach to economic forecasting, how it differs from mainstre
Election time
In the week in which the Prime Minister finally got the election he has wanted for weeks, if not months, the only possible conversation to have in a topical investment-based podcast is the impact of this election on financial markets. Do the traditional r
A History of Rate Cuts
In this week’s Podcast we take a break from Brexit and dust off our history books to see whether there are any comparisons to be made between the US Central Bank’s current strategy of cutting interest rates and those cutting cycles of the past. Perhaps of
The Democrats vs Trump: an Insight from an Obama Insider
In a very special edition of the Brewin Podcast, Brewin’s Research Director, Ben Gutteridge, speaks to John Emerson, the US Ambassador to Germany under the Obama administration. Over a really fascinating 25 minutes, John offers his insights on the front r
Howard Marks on mastering the cycle
This podcast sees Guy Foster, Head of Research chatting to Howard Marks the founder and chairman of Oaktree Capital. Howard has been making the headlines recently by questioning the Fed’s latest rate cuts whilst most investors seem to be wanting more. Tha
Liontrust Backing Growth Investments
It’s been another busy week in politics, however, in this latest Podcast we decide to alternate the focus back to investment. Difficult though Brexit is to avoid entirely, the main points of discussion in this recording are the merits of Growth investing
Parliament’s back, so what?
With increasingly partisan views on Brexit and the respective parties’ policies on the subject we attempt to cut through the noise with Chris Hughes, former political researcher, now working for Cicero Group. We tackle this week’s big news, the Supreme Co
Jenna & John: Bonds for the long run
Bonds have had a stellar year so far as expectations of monetary policy have flipped dramatically more dovish. Not all bond fund managers have been able to capture that move, much to the frustration of their clients. Our guests in this podcast John Patull
A Note of Caution on Emerging Markets
On this week’s Podcast Ben Gutteridge, Brewin Research Director, speaks to Paul Danis, Brewin’s latest recruit and Head of Multi-Asset Strategy. We will be talking on the subject of Asian and Emerging Market equities. Having been a little more positive hi