A Five Star Podcast with BCA Research31 . 05 . 2018
In this week’s Brewin Podcast Ben Gutteridge, Brewin Head of Fund Research, speaks to Dhaval Joshi, BCA Research Chief European Investment Strategist. The conversation starts by tackling, head on, the challenge that Italian politics presents to itself, the European project and capital markets. There are no obvious outcomes here, but Dhaval lays out a thoughtful array of signals we must watch out for, that might just indicate where the economy, policy and markets are heading. Beyond Italy there is a brief analysis of the Spanish political travails before a broad discussion on the health of the wider European economy. Throughout the conversation Dhaval offers his insights on what seem the most compelling investment opportunities.
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