A Macro Conversation with Brandywine04 . 10 . 2018
In this week’s Brewin Dolphin Podcast, Ben Gutteridge, our Head of Fund Research, speaks to Jack McIntyre, a leading fixed income fund manager at Brandywine Asset Management. The conversation covers global growth, inflation conditions and the extent to which global bond markets and currencies have priced this in. Among several different views, one favoured strategy is a preference for emerging market assets; a bold move in the current climate. Please have a listen to find out why Brandywine are comfortable being the contrarian in this instance.