Gold still has time to shine
Panmure Gordon chief economist Simon French talks us through the key data coming out this week and discusses why gold has further potential upside and what we can learn from its strong performance in 1980 and 2011.
Investment Trust Update | UK set to be the...
Why is dividend cover in the UK set to be the weakest of global markets? Find out more in this month's Investment Trust Update that also features a rejig for Winterflood's model portfolio and a look at the £2.27bn raised by existing investment companies in H1 2020. Winterflood Investment Trusts - Monthly report
Looking ahead to the real UK Budget speech
Panmure Gordon Chief Economist Simon French gives his verdict on the Chancellor's recent mini-budget and looks ahead to what happens next for the UK economy.
The wrong sort of rising numbers from the US
Panmure Gordon chief economist Simon French joins us with his outlook, from the spike in Covid 19 cases in some US states, through to the strength of UK household finances and he tells us what data points to keep an eye on in the weeks ahead.
How significant is the UK's high street...
As the UK high street reopens for business, Panmure Gordon's chief economist Simon French gives his assessment of how significant the move is. He also brings us up to speed on why we should be keeping an eye on the rate of Coronavirus infections in some US states.
What sort of recovery lies ahead?
As the UK gradually starts to lift lockdown restrictions, what signs should you be looking out for that could offer a glimpse into the shape of economy and job markets over the coming months? Join Simon French, Chief Economist at Panmure Gordon, in this video for a look at the week ahead.
Who is going to pay the £300bn debt?
Simon French, Chief Economist at Panmure Gordon, gives us his thoughts on inter-generational fairness when it comes to paying for the government's Coronavirus spending. He also flags up why we all need to start thinking about inflation.
Mapping out a retreat from lockdown
Panmure Gordon chief economist Simon French joins us to give his views on how the UK moves out of lockdown, what sort of economy we are going to be living with, and how government spending priorities may have to change.
Why it's not too early to make...
Invesco's director of model portfolio services Ben Gutteridge joins us to talk through why investors need to start thinking about their sector allocation, from supermarkets and food manufacturers to those companies dominating the digital world.
A French view on the Eurozone
Panmure Gordon's chief economist Simon French joins us for his regular update. In this piece he takes a look at the strains Coronavirus is putting on the Eurozone and offers some thoughts on the outlook for Bitcoin - a currency without a central bank to back it.
Asian Fixed Income: pricing, liquidity and...
In our latest view on the Far East, from the Far East, Fidelity International's global head of investment directing for fixed income, Luc Froehlich, discusses default rates, leverage, threats and opportunities when it comes to investment grade debt and high yield.
ESG: a lockdown must-have or an unnecessary...
The PRI's CEO Fiona Reynolds discusses the challenges Coronavirus throws up for asset managers, asset owners and corporates, and argues an ESG approach is now more important than ever.
Realities bite for US economy
There's been swift action by the Federal Reserve and a $2.2trn stimulus package passed by Congress but economic troubles and social pressures lie ahead of the world's most powerful nation. We catch up with Megan Greene, global economist and senior fellow at the Harvard Kennedy School to find out more.
A crash course in pension strategy
Former pensions minister Baroness Ros Altmann discusses what stock market turmoil means for those saving for retirement, gives her assessment of the government's and regulator's responses and what it all means for the future of auto-enrolment
Turning policy into practical economic help
The UK government has big plans to help corporates and households out during the lockdown but does it have the transmission mechanisms in place to make their policies effective? Simon French, Chief Economist at Panmure Gordon gives us his assessment.
The outlook for China's healthcare...
In the second of our reports from Asia, Franklin Templeton manager Michael Lai discusses why he is factoring in a second wave of Coronavirus, his long-term outlook for the healthcare sector and takes a look at what happens next in the US-China trade war.
Hong Kong's outlook on China
In the first in a series of interviews with fund managers in Asia we catch up with Nicholas Yeo of Aberdeen Standard Investments to find out what companies in China are telling him, what he thinks of the monetary and fiscal stimulus being provided by the government and why he can live with an ugly Q1 results season.
The shape of economic recovery
UBP's CIO (private banking) Norman Villamin joins us from Switzerland to discuss what sort of economic recovery could be on the cards, the challenges facing equity income investors and the big risks that still lurk in the global economy