Trade, China and the dollar with BCA Research06 . 06 . 2019
In this week’s Brewin Podcast Ben Gutteridge, Brewin’s Head of Fund Research, speaks to Mathieu Savary, Managing Editor at BCA Research. As the title suggests, this week’s conversation looks at the major themes that have been, and are likely to continue dominating, asset class performance. Areas of conversation covers trade, US monetary policy, Chinese fiscal policy and what this all means for regional equity markets, bonds and currencies. With also conclude with an assessment of the most appealing diversifiers to portfolios within investment markets.