Brewin Dolphin Podcast

In a departure from our usual content, this week the Brewin Podcast covers ‘Terrorist Financing’. Supplying the expert opinion is Loretta Napoleoni, a bestselling author on the subject, and adviser to several governments on counter-terrorist measures and money laundering. The thrust of the conversation covers the financing of terrorism but Loretta also articulates her vision to bring about stability to the Syrian region. However, Loretta also believes her proposed strategy is some distance from the current policy agenda, and that the continuation of the refugee crisis leaves the current European ‘leadership’ looking increasingly vulnerable.

The conversations remind us of the David Miliband podcast hosted last November, where again the Middle East dominated the discussions. Click here to listen.

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.

Ramping up our official EU referendum coverage, this week’s podcast Guy Foster, Group Head of Research talks to Neil Williams, Chief Economist at Hermes Investment Management. With the UK referendum around the corner, Neil explains his reasoning for supporting the ‘stay in campaign’. Digging deeper, both Guy and Neil talk about the potential implications the Brexit could have on the economy, particularly investment. Conversations cover the possible dilution leaving the EU could have both foreign direct investment, and political relationships.

To hear an alternative EU referendum view, please click here to listen to our podcast with Terry Smith, Chief Executive at Fundsmith.

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 Sanjoy Bhattacharyya, the principal investment adviser on the Ocean Dial Gateway to India fund. Ground covered includes the progress of the much lauded, reform-minded Prime Minister Modi, whether India is fulfilling its economic potential, and the relative attractions of the stock market.

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.

On this week’s podcast Ben Gutteridge, Head of Fund Research, talks to Tarek Saber, the co-lead manager of the NN Investment Partner Global Convertible Bond Fund. The discussion covers a reminder of the potential role for convertibles in portfolios, as well as how to analyse value for the asset class at large. This is not just an education session, however, the tail of the discussion reveals what Tarek sees are the most interesting investment opportunities within his investment universe.

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 talks to Chen Zhao, Director of Macro Research at BrandyWine. The discussion centres on the latest developments from the more ’dovishly’ inclined Central Banks, and how this might usher in a significant ‘reflation’ trade. The winners in this environment would be Commodities and Emerging Markets. If this wasn’t contrarian enough, Chen concludes with a bullish case for sterling.

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.

Nick Train – I’m extremely bullish Guy Foster, Head of Research talks to Nick Train, co-founder of Lindsell Train Limited and portfolio manager on the Finsbury Growth & Income Investment Trust (amongst other funds). Nick describes his investment approach, responds to the challenge that the stocks he likes are expensive and explains why he is extremely bullish on stocks markets and corporate profits even as other turn increasingly gloomy.

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 Guy Foster, Group Head of Research, and Lee Clark, Financial Planner, focus exclusively on today’s budget announcement. Conversations cover the changes in the personal taxation rules, including a breakdown of the new “lifetime” ISA.

Please review the podcast 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 this week’s podcast Ben Gutteridge, Head of Fund Research, talks to Polar Capital’s Nick Evans, manager of the Polar Capital Global Technology Fund. Conversations cover the more hotly debated areas of the Tech sector with a focus on some the ‘FANG’ stocks (Facebook, Amazon, Netflix, Google). No Technology review is complete without some reference to Apple, and with OLED screens imminent for iPhones, Nick reveals what consumers can expect. The final portion of the discussion looks at the exciting investment opportunities away from the ‘mega-caps’ where valuation and innovation look equally appealing.

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 another great coup for the Brewin Podcast, this week we hear from none other than Neil Woodford, the UK’s most prominent equity market investor. Up for discussion is Neil’s take on the global economic environment, how the fortunes for a host of different sectors are shaping up, such as Materials, Energy, Banking and Tobaccos, and what the threat of Brexit really means for our economy and his funds.

Please review the podcast 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.