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NAFTA: Netflix, Amazon, Facebook, Tesla & Alphabet

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In this week’s podcast Ben Gutteridge, Brewin Head of Fund Research, talks to Gary Robinson, the co-Lead manager on the Baillie Gifford American fund and US Growth Investment Trust. The conversation is very stock based covering all the most popular Large Cap US Tech companies that have so disrupted incumbent business models and been such a driving force behind the dominance of US equities.

 

 

Ben Gutteridge

Head of Fund Research

Benjamin.gutteridge@brewin.co.uk