Brewin Dolphin Podcast

In this week’s podcast, Guy Foster, Group Head of Research talks to Liam Bailey, Knight Frank’s Head of Research. Being a UK property expert, Liam dissects some of the positive economic factors underpinning potential growth in the residential market for the year 2016. Discussions then move onto George Osborne’s tax crackdown on Britain’s Buy-To-Let market, closing with where Liam sees opportunities in the UK property market.

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.

With US shares brushing new all-time highs we discuss the latest economic news, the latest results from UK banks and the Bank of England’s relaxed attitude towards deleveraging in this, the only podcast that can explain capital ratios in an interesting way!

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 our website: www.brewin.co.uk

This week’s Ryder cup-themed podcast squares off Europe against the USA in economic terms and across banking, technology and telecoms sectors (with a sporting analogy for each). We also bear witness to James ‘Jimi’ Hay’s guitar skills and hear his thoughts on the transatlantic, pan-romantic, relationships in pharma.

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 our website: www.brewin.co.uk

This week Ben Gutteridge challenges the lead manager of the Aptus Global Financials Fund, Johnny De La Hey, on the opportunities within the Global Financials Sector. Revealed is the potential traction from the UK challenger banks, the ongoing rehabilitation within Europe, and the diminishing returns on offer from with the US.

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

In the penultimate Podcast of the year the Brewin Research team discuss the outlook for growth and inflation in 2016. From there the discussion evolves into a debate over the likely policy response and the respective fortunes for the major currency blocs. The concluding section ties this all together to reveal the broad asset allocation framework.

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.

This week’s podcast looks at the implications of a Scottish Yes vote in the referendum over independence. Potential impact on tax rates, subsidies and pensions regulation are considered in the context of retail, telecoms and renewable energy business.

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 our website: www.brewin.co.uk

This week’s podcast welcomes M&G’s Head of Fixed Interest, and leader of the Bond Vigilantes, Jim Leavis. We grill Jim on the US recovery, the pace and timing of rate hikes in the UK and US, and whether the rise of UKIP means the demise of the Great British Pound.

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 our website: www.brewin.co.uk

In this week’s podcast, Guy Foster, Group Head of Research, talks to Adam Purzitsky, the co-manager of the Old Mutual Absolute Return Government Bond Fund. Both Guy and Adam discuss one of the most asked-about issues of the year: interest rates. The big question everyone wants an answer to is when will they rise? Discussions cover the signals that may lead to the Fed or the Bank of England finally increasing borrowing costs, and the longer term views of central bankers.

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 Guy Foster, Head of Research, discusses the contrarian fraternity of the value investing school with Investec’s Head of Value, Alistair Mundy. Alistair’s team run a range of mandates including Investec’s Cautious Managed range, the Investec UK Special Situations Fund and the Temple Bar Investment Trust. Alistair’s engaging client letters have been compiled into a book “You Say Tomayto…” which is an engaging read for investors and non-investors alike. The podcast discussion covers such out of favour areas as banks, mining stocks and supermarkets and the opportunities and threats posed by spin off and mergers.

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

An update on Experian, Aviva and the return of peripheral European bank risk

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 our website: www.brewin.co.uk