Brewin Dolphin Podcast

In the opening Brewin Podcast of 2019 Ben Gutteridge, Brewin Head of Fund Research, speaks to Simon Brazier, the lead fund manager on the Investec UK Alpha fund.

Guy Foster, Brewin Dolphin’s Head of Research outlook for 2019. He analyses the current Brexit developments as ‘No deal’ preparations are seemingly set to accelerate, as well as some thoughts on the latest round of market volatility.

In this week’s Brewin Podcast Ben Gutteridge, Brewin’s Head of Fund Research, speaks to Ainslie McLennan, the co-lead manager on the Janus Henderson UK Commercial Property fund. The conversation has nowhere else to start except for Brexit! However, rather than making speculative forecasts, the focus here is on how the UK Commercial Property funds might fare in the event of a ‘no deal’ Brexit; recalling the challenges the sector faced post the EU referendum.

The conversation then switches to property fundamentals, exploring first the challenges in the Retail sector, before looking at opportunities in Industrials and Alternatives such as student accommodation. The interview concludes with a look at large cap UK REITs where, ostensibly the valuation opportunity looks compelling.

On this week’s Brewin Podcast: Richard Watts, the lead manager on the Merian UK Midcap fund (formerly Old Mutual) talks about the most keenly followed stocks such as Fever-Tree.

In this week’s enthralling podcast we are joined by the Chief Geopolitical Strategist at BCA, Marko Papic. As we look around the world, we are on the cusp of some potentially historic deals.

An exclusive interview with David Davis MP on the merits of Mrs May’s proposed deal, and where next for the ongoing Brexit saga.

Part two of our exclusive interview with David Davis MP on the merits of Mrs May’s proposed deal, and where next for the ongoing Brexit saga.

In the latest Brewin Podcast Ben Gutteridge, Brewin Head of Fund Research, speaks to Luke Newman, the co-Lead manager on the Janus Henderson UK Absolute Return fund.

In this week’s Podcast Ben Gutteridge, Brewin Head of Fund Research, speaks to Henry Dixon, a leading UK Equity fund manager at Man GLG about several of his preferred holdings. Names include British American Tobacco, IAG, Crest Nicholson and HSBC.

In this week’s Podcast Ben Gutteridge, Brewin’s Head of Fund Research, speaks to Guy Foster, Brewin Head of Research about the vicious return of volatility in October, and whether it was merely a correction, a sign of things to come, or something even more sinister.