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In this midweek's bonus addition Ben Gutteridge, Head of Fund Research, talks to BlackRock's Alistair Hibbert, a European equity fund manager. In a 20 minutes information blitzkrieg Hibbert reveals why the global economy isn't about to fall off a cliff, what the major central bank motivations and likely policy response will be, and where the value lies in European equities.   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 Guy Foster, Head of Research, talks to Mike Riddell, Fund Manager at Allianz Global Investors, about the forces driving bonds markets in a tumultuous week for markets. We talk about the prospects for interest rates in light of recent comments from Mark Carney and other MPC members. We talk about the government bond market which was very strong despite very weak demand at the week’s five year bond auction.  We discuss the reliance of the UK on overseas funding and whether the Brexit referendum might make that funding less secure. Finally we also talk about concerns that high debt levels might bring about a repeat of the financial crisis.   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, Head of Fund Research, talks to Henderson’s Chief Economist Simon Ward. In a call that is now some distance from the consensus, Ward reveals why he thinks China is set for a rebound. Discussions also cover the general outlook for the global economy and what this means for the US and UK monetary policy agenda. 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 the first podcast of 2016 Ben Gutteridge, Brewin Head of Fund Research, speaks to M&G’s Jim Leaviss about current market anxieties and what 2016 has in store. With the new year off to such an unhappy start, Leaviss offers some reassuring words on the prospects for a modest global recovery. To qualify his analysis Leaviss references the positioning of his Global Macro Bond fund, with the focus on the currency strategy.   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 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.

In the final podcast of the year the Brewin research Team discuss direct and collective recommendations as we move into 2016.   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, 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.

After seven years of zero interest rates, yesterday the US Federal Reserve made the historic move to take interest rates 25bps higher. The market reaction has, so far, been pretty benign. To discuss the motivations behind the move and whether, ultimately, this will prove to be the correct policy choice, the Podcast welcomes Caroline Miller, Chief Strategist of Bank Credit Analyst (BCA).    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, Head of Fund Research, discusses the UK economy and stock market with Invesco Perpetual's Mark Barnett. Barnett currently manages a range of UK equity products that total approx £24bn. Barnett is also widely known for inheriting Woodford's mandates following his departure in 2014. The focus of the conversation is on the Tobacco, Pharmaceutical and Banking sectors, but time is made to analyse the threat of a potential Brexit.   The Invesco Perpetual High Income Fund may use derivatives (complex instruments) in an attempt to reduce the overall risk of its investments, reduce the costs of investing and/or generate additional capital or income, although this may not be achieved. The use of such complex instruments may result in greater fluctuations of the value of the fund. The Manager, however, will ensure that the use of derivatives within the fund does not materially alter the overall risk profile of the fund. Please ensure you have been provided with the most recent share class specific Key Investor Information Document(s) before making any decision to invest.   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 marks the third visit of our most popular guest none other than Stephanie Flanders, former BBC Economics Editor and current Market Strategist at JPMorgan Asset Management. Up for discussion is central bank policy, asset class valuation and the lingering threat of geo-politics.    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 show Ben Gutteridge, Head of Fund Research, analyses the ECB’s ‘underwhelming’ policy announcement along with Paul Wild, the lead manager on the JOHCM Continental European fund.  After some closer scrutiny, along with a look at the geopolitical environment, Wild concludes the investment case for European equity markets remains intact.    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, Brewin’s Head of Fund Research, is joined by Jim Reid, Deutsche Bank’s Head of Global Credit Strategy, to discuss the current market environment. The conversation begins with an assessment of the policy outlook at the world’s major central banks, before a more in depth look at the challenges facing the high yield market. Jim also makes some predictions for 2016.   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 podcast Head of Research Guy Foster discusses a the geopolitical challenges facing policymakers and the world today with former Foreign Secretary David Miliband.  Following the loss of the 2010 general election David narrowly missed out on becoming leader of the Labour Party to his brother, despite having received the most first round votes.  He subsequently resigned his seat as MP for South Shields in order to take up a role as CEO of the International Rescue Committee which is extremely active in providing humanitarian relief within Syria and other war-torn regions. In policymaking and operational terms he has a uniquely well-informed perspective on the current difficulties.   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, 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.  

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.

This week our Head of Fund Research, Ben Gutteridge, talks to Evan Bauman the co-lead manager of the Legg Mason ClearBridge US Aggressive Growth Fund. The discussion briefly covers Evan’s style of ‘contrarian’ investing, but the focus is on those areas where Evan sees the greatest long-term return potential. These sectors are not shy of courting controversy and include the Biotech sector, Energy and Technology. 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, 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.

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.

In this week’s podcast Guy Foster, Group Head of Research, approaches  Howard Marks, co-founder of Oaktree Capital and writer of ‘The Most Important Thing: Uncommon Sense for the Thoughtful Investor’. Howard is one of the most influential investors in the world despite being far from a household name.  Warren Buffett said about him “"When I see memos from Howard Marks in my mail, they're the first thing I open and read.”  We’re delighted, therefore, to get his perspective on the topic of risk in its many guises and, in particular, how he marries the threats and opportunities of investing in current challenging market conditions.  Howard also discusses the controversial topic of whether high frequency traders help markets function and passes judgement on the Fed’s recent decision to keep interest rates on hold.   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.