In the last Podcast of 2017, Ben Gutteridge, Brewin Head of Fund Research, speaks to Mike Riddell, Head of UK Fixed Income at Allianz Global Investors. The conversation covers some of the major global macroeconomic challenges though there is some time dedicated to understanding current UK economic conditions.

Get Ready for Some UK Wage Inflation!

Ben Gutteridge, Brewin Head of Fund Research, talks to CIO of Core Strategies at PIMCO, Scott Mather. The conversation covers the prospects for core bond markets, referencing PIMCO’s core outlook for growth, inflation and the evolution of policy at Central Banks.

Bond Market Volatility Set to Rise: PIMCO

Ben Gutteridge, Brewin Head of Fund Research, speaks to Lawrence G. McDonald, a highly respected US Political and Investment Analyst and co-founder of ACG Analytics. The discussion covers the next steps for Trump following the implementation of Tax reform, and how he plans to tackle Trade Policy and Infrastructure spending.

Trade, Infrastructure and the Midterms; with ACG Analytics

Ben Gutteridge, Brewin Head of Fund Research, talks to Carlos Hardenberg, the lead manager of the Templeton Emerging Market Investment Trust. The discussion covers the broad health of the Emerging World and whether the asset class looks attractive in the face of building risks in China and the threat of a firming dollar.

Emerging Recovery Not Over – Franklin Templeton

On this week’s podcast Ben Gutteridge, Head of Fund Research, speaks to industry heavyweight and CEO of Fundsmith, Terry Smith. Topics include the frequently revisited challenge of valuation before taking a deeper dive into the tobacco, leisure and electronic payment industries. As always, Terry Smith and his Head of Research colleague, Julian Robins, pull no punches when it comes to analysing the quality of management and the threats to the sectors in which they invest. Of particular interest are the pair’s thoughts on the level of disruption (or not) infiltrating their businesses – the market’s current favourite talking point.

Disruption on the Podcast, with Terry Smith

On this week’s podcast Ben Gutteridge, Brewin Head of Fund Research, speaks to Jim Leaviss, M&G’s Head of Retail Fixed Income. The conversation covers the recent current macro-economic conditions, including the growth and inflationary outlook for the major regions, all the while referencing what that means for investment strategy within bond and currency markets. Of particular interest is Jim’s frustration over Japanese monetary policy and how a break from the current agenda could offer a nice boost to the yen.

Jim Leaviss M&G – Going nuts for the yen

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