A financial podcast covering markets and fund performance
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Amy Myers Jaffe, a leading expert on global energy policy and sustainability, joins Guy Foster to discuss energy’s ‘digital future’ and the challenges and opportunities in the renewable energy transition.
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Tim Marshall, foreign affairs journalist and author of international bestseller Prisoners of Geography, talks to Guy Foster about the unfolding war in Ukraine, NATO tensions and the outlook for Eastern Europe.
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On this episode, we have the pleasure of hosting Dan Carter of Jupiter Asset Management
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How a big bank approaches ESG
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Market outlook and sector preferences amid a rapid economic recovery, lingering inflation concerns and risk of policy tightening
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We speak to Jenna Barnard and John Patullo, managers of the Janus Henderson Preference & Bond Fund about their successful contrarian positioning in the credit and sovereign bond markets.Af Chief Strategist
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Outlook for markets amid a rapid economic recovery, surging commodity prices and risk of policy tightening
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In the podcast we ask Paul about the extent of the challenge and what sacrifices may be required in order to meet that challenge.Af Guy Foster
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We ask Stephanie Kelton how we should think about the coronavirus debt through an MMT lensAf Guy Foster
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Why has the Indian market actually been one of the more resilient emerging markets despite having seemed to be one of the least well-prepared for it?Af Guy Foster
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What should the government be doing to make freeports work? What kind of tax benefits should freeports bestow? How will they help the broader economy?Af Guy Foster
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We explore all the major variables which tend to drive changes in inflation over the short and longer term as well as looking at the investment implications.Af Guy Foster
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We ask what role history and culture have in shaping China's strategic objectives today
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We discuss the bizarre start to 2021 which saw a dramatic short squeeze in the shares of GameStop that had been pitched as a David versus Goliath confrontation until it subsequently deflated.Af Guy Foster
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Karen Ward, JPM's Chief Market Strategist for the EMEA discusses the outlook for markets overall before focusing on some of the key issues facing investorsAf Guy Foster
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The latest chapter of the Brexit chroniclesAf Guy Foster
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We discuss one of the brightest spots in the economic and market world during 2020: ChinaAf Guy Foster
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Do we know how Brexit will affect the UK economy?Af Guy Foster
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The virus and its impact on the world of geopoliticsAf Guy Foster
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Applying an ethical approach to fixed income investingAf Guy Foster
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Where opportunities may lie in an economic recoveryAf Guy Foster
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Prospects for the market as the election results slowly roll in.Af Guy Foster
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The votes have (largely) been counted and the result is (pretty much) known. But what are the implications?Af Guy Foster
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We take a whistle-stop tour of what we expect to happen in the US election, what else could happen, the investment implications and the winners and losers.Af Guy Foster
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The disputes and democracies of a US electionAf Guy Foster
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Extent of the knock on macro opportunities?Af Guy Foster
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Sustainable investing with all its controversies.Af Guy Foster
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How strong is the global rebound?
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How are US businesses coping?Af Guy Foster
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What is the impact of COVID on the future for different markets?Af Guy Foster
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What is the opportunity for Indian companies?Af Guy Foster
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After decades of worrying about inflation have investors and policymakers finally concluded that it is dead and buried?Af Guy Foster
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In this week’s podcast we discuss the performance of asset markets impact of Covid on Inflation, and views on the new governor of the bank of England.Af Guy Foster
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In this week’s Brewin podcast we talk to Clare Hart about the quest for dividends in an equity market (the US) which is more famed for growth.Af Guy Foster
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In this week’s podcast Guy Foster, Head of Research, talks to Andrew Davies, Senior Portfolio Manager on the CVC Credit Partners European Opportunities fund.Af Guy Foster
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This week Guy Foster talks to Baillie Gifford Fund Manager, Gary Robinson who co-manages the Baillie Gifford American Fund and the Baillie Gifford US Growth Trust. Gary invests in high growth companies and so the discussion revolves around the companies poised to cause, and benefit from, technological disruption.…
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2020 has seen some dramatic action in the energy market with prices at one stage being sharply negative but since then they have recovered sharply.Af Guy Foster
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This week we speak to Simon Ward, Economic advisor to Janus Henderson and author of the blog: Money Moves Markets, about his outlook for the economy and markets. Simon has an approach which looks at money supply, a phenomenon which is unquestionably expanding by some measures, as well as cycles which he sees as following regular patterns.…
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In this week’s podcast Guy Foster, Head of Research, is joined by James Ashley of Goldman Sachs to discuss the market outlook. James discusses how he sees the prospects for the market after the bounce they have had. He discusses the stimulus which has come from policymakers and the implications it might have for the future.…
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This week Guy Foster, Head of Research talks to Simon Brazier the manager of the Ninety One UK Alpha fund about which elements of his portfolio have proven resilient to the Coronavirus sell off. We also ask him where he has taken opportunities thrown up by the sell off.Af Guy Foster
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In this week’s podcast Brewin Dolphin’s Head of Research, Guy Foster, speaks to former US Ambassador to Germany John Emmerson about the implications of the coronavirus for the way we live and do business over the short medium and long term.Af Guy Foster
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In this week's Brewin Podcast Guy Foster speaks with Paul Danis about the outlook for the virus, for the containment measures and for the markets at this time of heightened economic stress.Af Guy Foster
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We talk to private equity expert Jim Strang on the day he is appointed chairman-elect of the high performing HG Capital.Af Guy Foster
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We check in with Andy Blocker, Head of US Government Affairs at Invesco to digest the results of Super Tuesday in the US race to be the Democratic nominee for President.Af Guy Foster
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In this week’s podcast we discuss the UK gilt market with David Hooker manager of the Insight UK Government Bond fund.Af Guy Foster
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With the stratospheric rise of tesla catching surprising so many investors we checked back in with Tom Slater, just a few weeks after our last update to see whether anything has changed in his perceptAf Guy Foster
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In this podcast we discuss the burning issue in the first month of 2020, the coronavirus. Clearly it will be significant but how significant and for whom. And what will the impact be on markets?Af Guy Foster
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This week’s guests Mike Riddell and Kacper Brzezniak explain what drives UK bonds when they are caught in the crossfire of domestic and global factorsAf Guy Foster
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Diana Choyleva joins us to describe the many political cultural and economic idiosyncrasies of one of the largest economies in the world and arguably the biggest source of growth.Af Guy Foster
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Company accounting information has been coming under pressure recently with a plethora of reviews of the audit market.Af Guy Foster
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