Brewin Dolphin Podcast

Ben Gutteridge talks to Nik Stanojevic and Michael Paul about the recent developments in the Greek saga, before moving on to discuss the latest takeover discussions and the role of anti-trust regulation, as US company Ball plans a takeover of Rexam. Last but not least, they dissect the latest ‘Research Piece’ from Crispin Odey that is causing such a stir in the City.

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.

Ben Gutteridge returns with his colleagues to look at the investment matters of the week which would have been obscured by the Scottish referendum Scottish Referendum saga.

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, Head of Fund Research, talks to Will Riley, co-manager of the Guinness Global Energy fund, about the collapse in the oil price and shares his forecasts over the short and medium term. The conversation then turns to investment, with a discussion on the prospects for the UK’s listed oil majors before concluding with what Will considers the most exciting opportunities in the 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.

Brewin Dolphin’s Head of Research, Guy Foster, discusses this week’s economic news with Keith Wade, Chief Economist at Schroders Asset Management at a time when some of the world’s biggest economies are pursuing some of the world’s most unconventional monetary policies.

The yen seems to have found a floor and even the euro found a modicum of stability over recent weeks despite ten year bund yields falling below 0.14% and the Swiss borrowing money for ten years at a negative interest rate. Is the Eurozone economy weak enough to justify the ECB continuing its purchases for the next 18 months? Will it be able to do so as bonds remain in such short supply? What will be the impact if it does?

Looking at the Eurozone and Japan we discuss what impact QE has on the economy and what impact the broader measures encapsulated within Abenomics operate. Predominantly this is the exchange rate which has turned Japan from a very expensive, to a very cheap, currency.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

This week, on the back of hot topics in the press: Brewin Dolphin’s equity team attempt to get to the bottom of the seemingly permanent decrease in the oil price, whilst Ruairidh discusses ‘falling knives’ and how to avoid investing in value traps such as Quindell recently.

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 in the footer below.

It’s not all grim (except in Europe, perhaps) but this week the Brewin Dolphin Research Team explores a flock of profit warnings and asks whether the UK’s big banks will be able to cope with both the ‘challenger’ banks and the digital minefield.

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

A monthly round up of global stock market performance, followed up by a closer look at the Mining and Life Insurance sectors.

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

Our thoughts on the latest economic data emanating from the UK and Europe, an update on the Pfizer/Astra deal, and some interesting moves at BTG.

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

Ben Gutteridge - Head of Fund Research invites Equity Analyst, James Hay to discuss AstraZeneca rejection of Pfizer’s takeover offer and Equity Analyst Nik Stanojevic to talk about the Telecoms sector. Ben also provides an update of the week’s events in the global markets.

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, Guy Foster, Nick Stanojevic and Iain Armstrong discuss the ECB’s new quantitative easing scheme running a sceptical eye over the policies’ long run benefits.

Also examined is Hutchison’s prospective acquisition of O2 and how it leaves the competitive landscape in Europe and the implications for investors, consumers and above all Premier League Footballers.

The team then consider the passing of King Abdullah of Saudi Arabia as well as other events in the Middle East, while considering what impact it will have on the beleaguered oil price.

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.