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The Permanent Wealth Podcast 01: Rob Burgeman of Brewin Dolphin
Manage episode 286496755 series 2888103
תוכן מסופק על ידי Adam Walkom and Adrian Johnson, Adam Walkom, and Adrian Johnson. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Adam Walkom and Adrian Johnson, Adam Walkom, and Adrian Johnson או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.
Today, Adam is joined by Rob Burgeman, discretionary fund manager at Brewin Dolphin. Brewin manages nearly £50 billion of client assets and Rob and his team are responsible for managing their clients individual portfolios.
In this episode, Rob & I explore:
- The key sectors they are looking at for 2021 market performance.
- Why he's positive on the U.K economy (hint: pent-up demand)
- The 4 most dangerous words in investment - which we disagree on!
- How personal investors actually have a big advantage over professional investors.
- The professional investor view of Bitcoin and why it’s a problem for them.
- The impact of ESG and Ethical on investing and how things will not go back to how they used to be.
And make sure to listen to the end where Rob, correctly as in turns out, predicts the biggest issue that markets will face this year.
I hope you enjoy this episode and make sure to like and/or rate it
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