Investment Trust Update | October 2019
There are personnel changes at Jupiter UK Growth Trust & Stewart Investors, we speak to Simon Elliott from Winterflood & how is JP Morgan’s recently floated investment trust trading? All this and more in this bulletin.
Is a UK recession looking more likely?
Simon French joins us to discuss the state of the US economy, the deepening issue for Germany's manufacturing sector & whether the UK is more likely now to be headed into a recession.
Is the Thomas Cook story a one off or a sign...
From the troubles facing UK travel companies to the impact of falling mortgage rates on US consumers, Panmure Gordon chief economist Simon French joins us to look at the outlook for the week ahead.
Investment Trust Update | September 2019
What’s making things uncomfortable for UK equity investors? The latest on an addition at Alliance Trust & shareholders looking for a continuation on the Gabelli Value Plus Trust vote. All this and more in this bulletin.
Mario Draghi set to go out with a bang?
Simon French, Chief Economist at Panmure Gordon, joins us to talk about the upcoming ECB meeting, what the UK data set to be released will tell us about the GDP & why the US picture is a difficult one to interpret right now.
Is the US heading for recession?
Ben Gutteridge, Research Director at Brewin Dolphin gives us his outlook for the week ahead including the jobs report data set to be released, what shape the US consumer is in & how much of an impact a potential no-deal Brexit is having on the Sterling.
Investment Trust Update | August 2019
In this bulletin, there's a fee re-structuring at Schroders, a personnel change at J.P. Morgan & investment in alternative assets have doubled to 200bn.
Boris heads to France
Independent economist Mike Ingram shares what the week ahead could look like with political trouble in Italy, developments in the US/China trade dispute & further insight into the shape Brexit may take.
UK waits for inflation, unemployment and...
Panmure Gordon’s chief economist highlights what to keep an eye on for the week ahead, including results from China’s tech giants the strength of the euro and more pointers to the state of the UK economy.
The Weston approach to investing
Mike Weston, CEO at LGPS Central Limited, joins us to discuss their approach to investment, what progress they have made in the last 12 months & their goals for the future.
US GDP figures, potential interest rate cuts...
We touch upon the outlook for the week ahead which includes the ECB meeting, Q2 GDP figures & a new Prime Minister.
1969 – 2069: From Apollo to AI
It’s been 50 years since the moon landing and a lot has happened, so what’s in store for the next 50 years? Experts from the industry discuss the development of the economy since 1969 both worldwide and closer to home, how the moon landing led to an expansion of new technologies and speculate on what the next 50 years could bring.
50th Anniversary of the Moon Landing
50 years ago, NASA’s Apollo 11 mission changed our world and ideas of what is possible by successfully landing humans on the surface of the moon—and bringing them home safely—for the first time in history. Today’s video Doodle celebrates this moment of human achievement by taking us through the journey to the moon and back, narrated by someone with firsthand knowledge of the epic event: former...
Craig Lazzara, S&P DJI | Growth of...
If you put $1,000 in stocks when Apollo launched, what's it worth today? We find out that, as well as the shift from undiversified amateurs to professional investors.
Jim Cullen, Schafer Cullen | 50+ Years on...
As the US got ready to send man to the moon, there was another kind of excitement in the air: euphoria on Wall Street. We hear what it was like to be an investor at the time from Jim Cullen, President of Schafer Cullen.
Richard Buxton, Merian Global Investors |...
The 1960s had been kind to equity investors with a basket of growth stocks, the so-called Nifty-Fifty, seemingly unstoppable. But then inflation kicked in over the following decade and market leadership changed. Richard Buxton looks at the lessons to be learned half a century on, when a small number of growth stocks are in favour, and no one appears to be worried about inflation.
What can we expect this week from China, the...
Join us as we look at the week ahead in terms of data. Get the latest on the figures coming out of China, US industrial production growth & UK employment data.
Paul Mumford, Cavendish AM | 1969: an eye-...
Fifty years ago Paul Mumford was working as a stock broker. He talks through the main investment themes of that year, the impact the moon landing had then, and subsequently, and reflects on how the City has changed, not least with the rise in information and technology.