Brewin’s 2020 Vision20 . 12 . 2019
In the final Brewin Podcast of 2019, Ben Gutteridge, Research Director, speaks to Brewin’s Head of Investment Strategy, Paul Danis, about his outlook for 2020. The conversation begins with an assessment of current economic conditions and how they may evolve over the course of the year, and what this means for the major asset class choice of equities or bonds. The discussion then turns to more granular matters with comment on the prominent regional equity plays including the UK, the US, Europe, Japan and Emerging Markets. In each instance Paul offers some thoughts on the respective currencies before rounding out with a few thoughts on gold. This podcast makes for a great end to the year and we hope our listeners enjoy it and thank them for their continued support and interest.