Housing, Fast Fashion and Gin n Tonics – with Merian27 . 02 . 2019
In this week’s packed Brewin Podcast Ben Gutteridge, Brewin’s Head of Fund Research, speaks to Richard Watts, the lead manager on the Merian UK Mid Cap fund. The conversation covers lots of ground this week, beginning with an assessment of market conditions, ranging from the influence of interest rate policy in the US and, to of course, the evolution the Brexit saga back home. Plenty of time is reserved for company discussions, however, with opinions shared on names such as Fever-Tree, BooHoo.com, the UK Housebuilders and, particularly poignant given their more challenging week, Purple Bricks.