A macro conversation with Brandywine

Podcast
Views & insights

Share

4 October 2018 | 25 minute listen

In this week’s Brewin Dolphin Podcast, Ben Gutteridge, our Head of Fund Research, speaks to Jack McIntyre, a leading fixed income fund manager at Brandywine Asset Management. The conversation covers global growth, inflation conditions and the extent to which global bond markets and currencies have priced this in. Among several different views, one favoured strategy is a preference for emerging market assets; a bold move in the current climate. Please have a listen to find out why Brandywine are comfortable being the contrarian in this instance.

You may be interested in

Dan Carter on Japanese Politics

Podcast 35 minute listen
Dan Carter on Japanese Politics

Chuka Umunna: ESG from Big Ben to big banks

Podcast 27 minute listen
Chuka Umunna: ESG from Big Ben to big banks

A strong, but still not crowded rally

Podcast 25 minute listen
A strong, but still not crowded rally

The value of investments and any income from them can fall and you may get back less than you invested.