Brewin Dolphin Podcast

In this week’s Podcast we welcome Ben Lord, the fund manager of M&G’s UK Inflation Linked Corporate Bond fund. In a fascinating 20 minute conversation Ben covers the technical issue of a potential change to the RPI calculation and what that may mean for inflation linked assets.

In this week’s podcast Brewin Dolphin’s Head of Research, Guy Foster, speaks to Simon Ward, economic advisor to Janus Henderson and author of the moneymovesmarkets.com blog. Simon explains his approach to economic forecasting, how it differs from mainstream approaches and how it is particularly relevant for investment.

In the week in which the Prime Minister finally got the election he has wanted for weeks, if not months, the only possible conversation to have in a topical investment-based podcast is the impact of this election on financial markets.

In this week’s Podcast we take a break from Brexit and dust off our history books to see whether there are any comparisons to be made between the US Central Bank’s current strategy of cutting interest rates and those cutting cycles of the past.

Brewin’s Research Director, Ben Gutteridge, speaks to John Emerson, the US Ambassador to Germany under the Obama administration.

Howard has been making the headlines recently by questioning the Fed’s latest rate cuts whilst most investors seem to be wanting more. That serves as a helpful intro to the topic of cycles which Howard has literally written a book since his last appearance on the Brewin Podcast.

It’s been another busy week in politics, however, in this latest Podcast we decide to alternate the focus back to investment.

With increasingly partisan views on Brexit and the respective parties’ policies on the subject we attempt to cut through the noise with Chris Hughes, former political researcher, now working for Cicero Group. We tackle this week’s big news, the Supreme Court decision that proroguing Parliament was not legal and how it affects the political situation.

Bonds have had a stellar year so far as expectations of monetary policy have flipped dramatically more dovish. Not all bond fund managers have been able to capture that move, much to the frustration of their clients.

On this week’s Podcast Ben Gutteridge, Brewin Research Director, speaks to Paul Danis, Brewin’s latest recruit and Head of Multi-Asset Strategy.