The value of investments and any income from them can fall and you may get back less than you invested.

A Five Star Podcast with BCA Research


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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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.

Ben Gutteridge

Head of Fund Research