Focus on longer term inflation
With UK energy prices on the rise, Panmure Gordon chief economist Simon French talks through why the government's price cap is a real boon for households, and puts the 2021 inflation spike into perspective
Might the Italian Bond Market Crack?
A huge debt pile but very little GDP growth - how sustainable a proposition is the Italian bond market within the EU? Panmure Gordon chief economist Simon French gives his view.
Investment Trust Outlook | Income
On the panel to discuss: Nalaka De Silva, Manager, Aberdeen Diversified Income and Growth Trust, Aberdeen Standard Investments Emily Whiting, Investment Specialist, JPMorgan Asia Growth and Income Fund, JP Morgan Toby Ross, Co-Manager of Scottish American Investment Company (SAINTS) Learning Objectives: How the investment trust structure can help deliver a more stable income stream to...
Digital challenge to economic data
Panmure Gordon chief economist Simon French joins us with his thoughts on the week ahead including an update on how the UK is faring post-Brexit.
Supermarkets and inflation
Panmure Gordon chief economist Simon French gives his views on whether inflation is now embedded in the UK economy, the valuation of the UK equity market, in the light of a bid for Morrisons, and his tip on what to keep an eye out for next week
The Chancellor's vision for the UK...
As we start to come out of lockdown, how strong is the UK chancellor and does he have long-term vision for what he for the UK economy? In this video, Simon French, Panmure Gordon, discusses the additional £250bn, the green gilts the government is issuing and whether a tech giant tax is on the agenda.
The net closes in on the high street
Internet sales have seen a step change up in the UK and Panmure Gordon chief economist Simon French talks through the implications. Also up for discussion is the future of crypto-currencies as central banks and regulators start to think about their own digital offerings.
Looking ahead to the end of furlough
Panmure Gordon chief economist Simon French gives his take on how sentiment could change as the UK comes out of lockdown and government support for the economy begins to wane.
The US Covid recovery
Panmure Gordon chief economist Simon French talks through the prospects for the US economy and considers what a third wave of Covid could mean for the EU.
SPAC Issuance Spikes & SEC Issues...
With parabolic issuance and celebrity endorsements from Shaq to Jay-Z, SPACs are one of the hottest topics in finance. According to Dealogic, SPACs have raised almost $85 billion so far this year, which comes out to 72% of all IPOs. Still, some advisors and the SEC are offering their own words of caution.
Household spending and house prices
In the wake of the Chancellor's Budget we look at its likely impact on the housing market and get sense of who has been saving up during lockdown and what they might spend it on. Answering the questions is Simon French, chief economist at Panmure Gordon.
Taxing the digital economy
From retail sales to data, Panmure Gordon chief economist Simon French considers the ways government could look to take its cut from the businesses that have thrived in Lockdown
The pluses and minuses of negative rates
Panmure Gordon chief economist Simon French discusses the outlook for interest rates, what Covid 19 could do to London's economy and flags up the next data release on GDP
Quantifying the value of doing business in...
Working from home in lockdown is lauded by many commentators as more efficient and productive than the office. But is this really the case? Simon French, chief economist at Panmure Gordon gives his view.
Judging the strength of the UK economy in...
Panmure Gordon chief economist Simon French joins us to discuss the impact of a second lockdown on the British economy.
Investment Trust Handbook for 2021 | Book...
The editor of the 2021 Investment Trust Handbook joins us to discuss the impact of the lockdown and pandemic on the closed end funds space, the hunt for income, the outlook for value investors and the rise and rise of Baillie Gifford. The Investment Trusts Handbook 2021 Inside the money game
Hard Brexit and Softer GDP growth
In his final catch up with Asset.tv Investor in 2020, Simon French, chief economist at Panmure Gordon, discusses the impact a hard Brexit would have on 2021's GDP growth forecasts. He also gives us his tip for the key story no one is talking about this year, which could become a big issue in the next 12 months.
Whatever happened to the Northern Powerhouse?
Panmure Gordon chief economist Simon French joins us to talk about shifting money (but not power) out of Westminster, and why the government's debt burden is not quite as negative as you might think.