Fever-Tree, Markets and (of course) Brexit; with Merian06 . 12 . 2018
On this week’s Brewin Podcast, we interview Richard Watts, the lead manager on the Merian UK Midcap fund (formerly Old Mutual). In a 20-minute conversation we pack it all in; covering some of the most keenly followed stocks such as Fever-Tree and Boohoo, domestically focused sectors such as Housebuilders, and the macro influences that have been injecting volatility into markets. Of course, we also spend a bit of time covering how Richard is managing ongoing and everchanging Brexit risks.