In this week’s Brewin Podcast, Ben Gutteridge, Brewin Head of Fund Research, speaks to John Bailer, a senior US equity fund manager at The Boston Company. In a week dominated by political uncertainty, it’s worthwhile reminding ourselves of the other, equally important matters impacting markets. On that basis today’s conversation focuses on the US banking sector, such a crucial signal and determinant of US economic success. The discussion also covers different sectors such as the Energy complex and ‘bond proxies’.