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
The cost of the Coronavirus
The effects of the 2008 financial crisis can still be felt today, but what was the total cost of that in the end, and how much is the current COVID-19 crisis costing so far? Simon French, Chief Economist at Panmure Gordon, joins Mark Colegate to offer an insight into what we know so far, stimulus packages on offer and what could happen when social distancing comes to an end.
Investment Trust Update | March 2020
Which Investment Trusts are thriving in the turbulent times brought about by coronavirus? We take a look at the ever expanding fallout in this Investment Trust update.
What does the Coronavirus mean for markets?
As Coronavirus continues to spread throughout the UK, what are the economic and stock market implications? Join Simon French, Chief Economist, Panmure Gordon, as he discusses the implications of factors such as Trump’s potential re-election and what to expect from the UK’s new Chancellor of the Exchequer.
Retirement Income Masterclass Hosted by...
As we approach the fifth anniversary of pension freedoms, how has the landscape developed, and can it offer flexibility? Ros Altmann leads a panel of experts through a discussion which also looks ahead to the UK’s 2020 Budget and upcoming potential regulatory issues, ranging from the FCA activity to ESG. Taking part in this Masterclass, we have: Francois de Bruin, Fund Manager, Sustainable...
Is coronavirus beginning to impact the world...
Simon French, Chief Economist at Panmure Gordon takes us through the evolving market response to coronavirus, the state of the Indian economy and why it is of interest to Trump and the EU's next seven-year budget.