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 weakest of global markets
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
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 reopening?
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.
Asian Fixed Income: pricing, liquidity and sentiment
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.
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.
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 sector
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.
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.
Retirement Income Masterclass Hosted by Baroness Ros Altmann | March 2020
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 Income & Growth, Aviva Investors Andrew Tully, Technical Director, Canada Life Kirsty Anderson, Business Development Manager, Prudential Alastair Black, Head of Wrap platform proposition, Standard Life Learning outcomes: How Pension Freedoms have changed the retirement landscape The upcoming regulatory issues, from FCA activity to ESG The lessons learnt from DB pensions that could benefit DC
Investment Trust Update | February 2020
An acquisition is on the horizon for Jupiter Fund Management, Henderson Opportunities Trust is looking to raise its dividends and Winterflood believes it is becoming harder for smaller investment trusts to be bought. All this and more in this bulletin.
Dilemmas facing Woodford Fund investors
Ryan Hughes, Head of Active Portfolios, AJ Bell joins Olga Hay to talk about what options and problems Woodford Fund investors have, the downfall of the fund and what lessons can be learned going forward for investors.