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.
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 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 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 person
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.
How lockdown ready is the UK economy second time around?
Panmure Gordon chief economist Simon French gives us his outlook for GDP and explains why it can pay to put a positive spin on statistics
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 equity or the bond market: which is right?
Central banks are primed for far more intervention when it comes to policy, liquidity and QE. J.P. Morgan Asset Management chief market strategist Karen Ward discusses the impact on equity and bond pricing.
The impact of ESG on mining stocks
Evy Hambro, co-manager of the BlackRock World Mining Trust, discusses the impact of China on the demand for commodities and the increasing role of ESG in the sector.
What's focusing professional investors' minds
Simon Elliott, head of research at Winterflood Investment Trusts, reflects on the main themes at the group’s recent investment conference, and on the significance of what didn’t get discussed by the speakers.