Brewin Dolphin Podcast

José Manuel Barroso, former Prime Minister of Portugal and President of the European Commission: the institution which attracts the ire of Eurosceptics. Is it too unaccountable and undemocratic? Does the EU want to control too much of our lives? The UK’s challenge and influence within the Eurozone has been significant, argues Mr Barroso, pointing out the UK shaped the Common Market, and successive UK governments favoured enlargement.

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The information contained in this podcast is believed to be reliable and accurate, but without further investigation cannot be warranted as to accuracy or completeness.

The opinions expressed in this podcast are not necessarily the views held throughout Brewin Dolphin Ltd.

MP and Brexit campaigner Jacob Rees-Mogg tells Guy Foster, Brewin Dolphin’s head of research, that the European single market doesn’t benefit the UK. “We are in a sub-optimal economic arrangement that denies us democracy – this is a really bad situation to be in,” says Rees-Mogg in a Brewin podcast ahead of the UK’s vote on whether to leave the EU. He also responds to the fear that a vote for Brexit will trigger a period of uncertainty for the UK following the poll.

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The value of investments can fall and you may get back less than you invested. Past performance is not a guide to future performance. All information within this publication is for illustrative purposes only and is not intended as investment advice. No investment is suitable in all cases and you have any doubts as to an investment’s suitability then you should contact your financial adviser. The opinions expressed in this podcast are not necessarily the views held throughout Brewin Dolphin Ltd. We or a connected person may have positions in or options on the securities mentioned herein or may buy, sell or offer to make a purchase or sale of such security mentioned in this podcast. For further information, please refer to our conflicts policy which is available on the footer below. If you invest in currencies other than your own, fluctuations in currency value will mean that the value of your investment will move independently of the underlying asset.

This weekend Switzerland will hold a referendum on whether the citizens should be entitled to receive a basic income of Sfr30,000 per year, even if they choose not to work. The motion is expected to be soundly defeated but that doesn’t mean that the debate will not be revived. One reason is that there remains a real possibility in the future that automation means economies creating fewer and fewer jobs leading to large scale unemployment. That’s another reason to believe that helicopter money, which is already being considered as a response to deflationary pressure and weak consumer demand could dovetail with the concept of basic income. Guy Foster and Ben Gutteridge explore these issues.

Please review the podcasts on iTunes and if you have any particular requests for topics to be covered then please post them on our website or on Twitter using the tag #BrewinPodcast.

The value of investments can fall and you may get back less than you invested. Past performance is not a guide to future performance. All information within this publication is for illustrative purposes only and is not intended as investment advice. No investment is suitable in all cases and you have any doubts as to an investment’s suitability then you should contact your financial adviser. The opinions expressed in this podcast are not necessarily the views held throughout Brewin Dolphin Ltd. We or a connected person may have positions in or options on the securities mentioned herein or may buy, sell or offer to make a purchase or sale of such security mentioned in this podcast. For further information, please refer to our conflicts policy which is available on the footer below. If you invest in currencies other than your own, fluctuations in currency value will mean that the value of your investment will move independently of the underlying asset.

In the second podcast with Alex White of the Economist Intelligence Unit Guy Foster, Head of Research, widens the scope from a conversation which had been focussed on the Eurozone to look at the European Union and explore the potential impact on Europe of Britain voting to leave. We ask whether the UK will be a rule-taker or a rule-maker in the future in an increasingly globalised world. Not that it’s a fait accompli that the world keeps integrating so we ponder what the implications of the more isolationist tone of Donald Trump might be for the wider world.

Please review the podcasts on iTunes and if you have any particular requests for topics to be covered then please post them on our website or on Twitter using the tag #BrewinPodcast.

The value of investments can fall and you may get back less than you invested. Past performance is not a guide to future performance. All information within this publication is for illustrative purposes only and is not intended as investment advice. No investment is suitable in all cases and you have any doubts as to an investment’s suitability then you should contact your financial adviser. The opinions expressed in this podcast are not necessarily the views held throughout Brewin Dolphin Ltd. We or a connected person may have positions in or options on the securities mentioned herein or may buy, sell or offer to make a purchase or sale of such security mentioned in this podcast. For further information, please refer to our conflicts policy which is available on the footer below. If you invest in currencies other than your own, fluctuations in currency value will mean that the value of your investment will move independently of the underlying asset.

This week Guy Foster, Head of Research, talks to Alex White of the Economist Intelligence Unit in the first of two podcasts on the subject of the Europe. This edition looks at the most integrated iteration of Europe, that of the Eurozone. In the week in which Austria came close to electing a President from the far-right Freedom Party, we ask why Europeans are rejecting their establishment politicians? To what extent are extremist or radical parties going to find themselves running our countries and what broader impact will they have?

Please review the podcasts on iTunes and if you have any particular requests for topics to be covered then please post them on our website or on Twitter using the tag #BrewinPodcast.

The value of investments can fall and you may get back less than you invested. Past performance is not a guide to future performance. All information within this publication is for illustrative purposes only and is not intended as investment advice. No investment is suitable in all cases and you have any doubts as to an investment’s suitability then you should contact your financial adviser. The opinions expressed in this podcast are not necessarily the views held throughout Brewin Dolphin Ltd. We or a connected person may have positions in or options on the securities mentioned herein or may buy, sell or offer to make a purchase or sale of such security mentioned in this podcast. For further information, please refer to our conflicts policy which is available on the footer below. If you invest in currencies other than your own, fluctuations in currency value will mean that the value of your investment will move independently of the underlying asset.

This week Ben Gutteridge, Head of Fund Research, talks to Claire Hart, the lead manager on the JPMorgan US Equity Income fund. The conversation covers the US economy and the health of the US consumer, before moving to the topic of Fed policy. The discussion finishes with some analysis of the opportunity in US equities, specifically looking at the higher dividend sectors.

Please review the podcasts on iTunes and if you have any particular requests for topics to be covered then please post them on our website or on Twitter using the tag #BrewinPodcast.

The value of investments can fall and you may get back less than you invested. Past performance is not a guide to future performance. All information within this publication is for illustrative purposes only and is not intended as investment advice. No investment is suitable in all cases and you have any doubts as to an investment’s suitability then you should contact your financial adviser. The opinions expressed in this podcast are not necessarily the views held throughout Brewin Dolphin Ltd. We or a connected person may have positions in or options on the securities mentioned herein or may buy, sell or offer to make a purchase or sale of such security mentioned in this podcast. For further information, please refer to our conflicts policy which is available on the footer below. If you invest in currencies other than your own, fluctuations in currency value will mean that the value of your investment will move independently of the underlying asset.

In the week in which the Bank of England have angered Brexit campaigners by saying the UK leaving the European Union could cause a recession, former BBC economics editor Stephanie Flanders says Brexit concerns are already hurting the economy. She points to the sudden slowdown in investment activity as the vote approaches. Stephanie also believes Brexit concerns are the most likely explanation for UK shares languishing so far in 2016.

Please review the podcasts on iTunes and if you have any particular requests for topics to be covered then please post them on our website or on Twitter using the tag #BrewinPodcast.

The value of investments can fall and you may get back less than you invested. Past performance is not a guide to future performance. All information within this publication is for illustrative purposes only and is not intended as investment advice. No investment is suitable in all cases and you have any doubts as to an investment’s suitability then you should contact your financial adviser. The opinions expressed in this podcast are not necessarily the views held throughout Brewin Dolphin Ltd. We or a connected person may have positions in or options on the securities mentioned herein or may buy, sell or offer to make a purchase or sale of such security mentioned in this podcast. For further information, please refer to our conflicts policy which is available on the footer below. If you invest in currencies other than your own, fluctuations in currency value will mean that the value of your investment will move independently of the underlying asset.

In today’s podcast Ben Gutteridge, Head of Fund Research, talks to Jonathan Pines, manager of the Hermes Asia ex Japan Equity Fund. Conversations cover Jonathan’s outlook on Asian markets at large, as well as the apparent valuation disparity between defensive and more economically sensitive stocks. Talks also cover the potential for further Chinese currency devaluation, with Jonathan explaining how the fund is optioned to defend performance should such a scenario become reality.

Please review the podcasts on iTunes and if you have any particular requests for topics to be covered then please post them on our website or on Twitter using the tag #BrewinPodcast.

The value of investments can fall and you may get back less than you invested. Past performance is not a guide to future performance. All information within this publication is for illustrative purposes only and is not intended as investment advice. No investment is suitable in all cases and you have any doubts as to an investment’s suitability then you should contact your financial adviser. The opinions expressed in this podcast are not necessarily the views held throughout Brewin Dolphin Ltd. We or a connected person may have positions in or options on the securities mentioned herein or may buy, sell or offer to make a purchase or sale of such security mentioned in this podcast. For further information, please refer to our conflicts policy which is available on the footer below. If you invest in currencies other than your own, fluctuations in currency value will mean that the value of your investment will move independently of the underlying asset.

This week Ben Gutteridge, Head of Fund Research, chats to Mike Amey, Head of Sterling Fixed Income at PIMCO, about the global economic outlook, evolving central bank policy, investment opportunities and, of course, Brexit!

Please review the podcasts on iTunes and if you have any particular requests for topics to be covered then please post them on our website or on Twitter using the tag #BrewinPodcast.

The value of investments can fall and you may get back less than you invested. Past performance is not a guide to future performance. All information within this publication is for illustrative purposes only and is not intended as investment advice. No investment is suitable in all cases and you have any doubts as to an investment’s suitability then you should contact your financial adviser. The opinions expressed in this podcast are not necessarily the views held throughout Brewin Dolphin Ltd. We or a connected person may have positions in or options on the securities mentioned herein or may buy, sell or offer to make a purchase or sale of such security mentioned in this podcast. For further information, please refer to our conflicts policy which is available on the footer below. If you invest in currencies other than your own, fluctuations in currency value will mean that the value of your investment will move independently of the underlying asset.

This week’s podcast was with Lord Digby Jones of Birmingham, the former Director General of the CBI and Minister of State for Trade and Investment. Lord Jones salutes the achievements of the EU in preventing the wars that have plagued Europe’s history. He goes on to say that, because it is incapable of reform, the UK’s future would be better off outside the union.

Please review the podcasts on iTunes and if you have any particular requests for topics to be covered then please post them on our website or on Twitter using the tag #BrewinPodcast.

The value of investments can fall and you may get back less than you invested. Past performance is not a guide to future performance. All information within this publication is for illustrative purposes only and is not intended as investment advice. No investment is suitable in all cases and you have any doubts as to an investment’s suitability then you should contact your financial adviser. The opinions expressed in this podcast are not necessarily the views held throughout Brewin Dolphin Ltd. We or a connected person may have positions in or options on the securities mentioned herein or may buy, sell or offer to make a purchase or sale of such security mentioned in this podcast. For further information, please refer to our conflicts policy which is available on the footer below. If you invest in currencies other than your own, fluctuations in currency value will mean that the value of your investment will move independently of the underlying asset.