Brewin Dolphin Podcast

In this week’s show Ben Lord, manager of the M&G UK Inflation Linked Corporate Bond Fund, talks to Ben Gutteridge, Brewin’s Head of Fund Research, about his hawkish views on inflation and monetary policy, and the valuation opportunity that currently exists within credit markets.

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.

On this week’s Podcast Ben Gutteridge, Head of Fund Research, talks to Ewen Cameron Watt, Chief Investment Strategist at BlackRock Investment Institute, to discuss some of the key factors that may drive the Fed to get started on hiking interest rates. The conversation then turns to the Emerging World and the UK before some brief coverage of Japan and Europe. Finally the pair discuss asset allocation, revealing where Ewen sees the greatest investment opportunities in financial markets.

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.

On this week’s podcast Ben Gutteridge speaks to Anatole Kaletsky, the cofounder of Gavekal Research; a highly regarded independent macroeconomic research house. The rather quirky title reflects the four major positives Kaletsky discusses which, he believes, should ultimately take stock markets higher, and the one lingering risk that might yet undermine the recovery.

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.

Brewin Dolphin’s weekly financial podcast. This week the team talk social media, US payrolls, and baijiu – China’s favourite alcoholic beverage.

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

After last week’s podcast special focusing on the upcoming Scottish Referendum, the topic has been purposefully avoided. Instead, the Brewin Dolphin Research team explore this week’s big announcements, including the UK Retail Scene, the International Commodity Scene and Apple’s latest reveal: the Apple Watch.

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

On the final podcast of the year the team look at a number of predictions made this time last year and discuss how they panned out including a green tick on developed markets outperforming emerging markets but a red cross when bonds outperformed equities. They also look forward to 2015 where the team prefer the US over emerging markets, equities over bonds, are positive about investing in Asia and predict interest rate hikes both here and in the US. Finally, Ruairidh discusses which stocks will be affected by this. From the team here, we wish you a very happy Christmas.

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.

This week Ben Gutteridge, Head of Fund Research, takes a closer look at Europe with Neptune’s European Opportunities Fund Manager, Rob Burnett. The points of discussion are growth and inflation prospects, the political and policy backdrop, and the most compelling opportunities within the stock 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.

This week Ben Gutteridge talks to BlackRock’s Sam Vecht on the topic of Frontier Markets. Vecht, manager of the BlackRock Frontier Market Investment Trust, presents a concise and honest appraisal of the asset class, discussing the broad opportunities but also some of its more stark vulnerabilities.

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 and Guy Foster talk to Jason Baggaley, manager of the Standard Life Property Income investment trust about the outlook for UK commercial property.

With the FTSE 100 breaching 7,000 for the first time investors are becoming concerned about the sustainability of the 6 year old bull market. Valuations look astronomical for bonds with some saying the same for equities too. Does property offer a means to diversify away from conventional asset classes? Or can valuations only be justified in the context of low interest rates? The recent strength of property has been driven by weak supply and improving economic growth, trends which look set to continue. Bank lending for property development has stabilised but the overall industry remains supply constrained while trends in employment are echoed by investors demand.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 this week’s podcast the team confront the big issue of the week: that surprise decision by the Swiss National Bank to abandon the Swiss Franc’s peg with the Euro. Ben Gutteridge asks Guy Foster why the decision was made and whether it should have been foreseen. James Box explains what negative interest rates mean for Swiss savers and eastern European borrowers engaged in ‘carry trades’. With Swiss watch like precision Nicla Di Palma contrasts the fortunes of two prominent Swiss companies whose different business models mean they are weathering the franc storm very differently. Finally Dr Alex Moore looks at the impact on Switzerland’s mammoth pharmaceutical sector.

What would you like to hear about on the podcast? Let us know using #brewinpodcast on twitter or by posting a comment below. Also feel free to leave a review on iTunes.

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.