A note of caution on emerging markets

On this week’s Podcast Ben Gutteridge, Brewin Research Director, speaks to Paul Danis, Brewin’s latest recruit and Head of Multi-Asset Strategy. We will be talking on the subject of Asian and Emerging Market equities. Having been a little more positive hitherto, Paul explains why Brewin are guiding to a modest reduction in exposure to these assets, detailing his views on the dollar, Chinese stimulus and the US-China trade conflict along the way.