Brewin Dolphin Podcast

Brewin Dolphin Podcast

By Brewin DolphinBusinessInvesting
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Brewin Dolphin Podcast episodes

  • A Brewin market update
    In this week’s podcast Ben Gutteridge, Brewin’s Head of Fund Research, speaks to Guy Foster, Brewin’s Head of Research, to get our take on market performance so far this year. The conversation cove......
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  • US banks and energy with BNY Mellon
    In this week’s podcast, Ben Gutteridge, Brewin’s Head of Fund Research, speaks to John Bailer, a fund manager on BNY Mellon’s US Value team. The conversation focusses on the challenges and opportunities within the US banking sector, though some time is spared to review the Energy sector and the general appeal of ‘Value’ trades.
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  • Views of a value investor – Investec’s Mundy
    In the latest Brewin Podcast Ben Gutteridge, Brewin Head of Fund Research, speaks to Alistair Mundy, Investec’s leading protagonist of Value investing. The conversation begins with a brief review of Alistair’s specific approach to Value investing, before scrutinising the extent to which the approach is looking (more or less) appealing. The majority of the debate, however, is dedicated to analysing the parts of the market this style of investing is leading Alistair to; such areas include Banks, Retail, Energy and Pharma.
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  • An Irish perspective on Brexit and beyond
    In this week’s podcast, Guy Foster Brewin’s Head of Research speaks to the well-known commentator and economist David McWilliams. In a wide-ranging discussion David gives his sense of the potential winners and losers from Brexit in the UK, Ireland and Northern Ireland. What drives the success or otherwise of this project? Who holds the power in these negotiations and how should they wield it? What fundamental problem unites the UK and Ireland? And could a, as yet untested, fundamental change to the nature of taxation really be the factor that kick starts the flagging growth in north western Europe?
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  • Getting the Hook on Brexit
    This week’s podcast tries to keep pace with the fast-evolving Brexit situation by speaking to Invesco's Head of UK Government Relations, Graham Hook. We ask him how the talks between the Prime Minister and Jeremy Corbyn are likely to pan out. What happens next if an agreement can’t be reached. Are the EU really going to accede to UK demands for an extension and why do they care if the UK doesn’t want to take part in EU parliamentary elections? No deal is the default option, but could we ever end up with it? How much does Jeremy Corbyn really want an election? Looking further ahead (maybe not that much further) who is going to be the next leader of the Conservative Party and if Brexit ever could be put behind us will the parties which have dominated UK politics for a century be able to heal their divisions or have things changed for good?
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  • A Big name on a Short Podcast with Steve Eisman
    In this week’s Brewin Podcast Ben Gutteridge, Brewin Head of Fund Research, speaks to one of the most recognised investors on the global stage, Steve Eisman. The conversation covers Mr Eisman’s pedigree as an investor, exploring how he analyses economic conditions and businesses, and where he sees his edge.
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About Brewin Dolphin Podcast

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A financial podcast covering markets and fund performance