Investment Trust Handbook for 2021 | Book Club
The editor of the 2021 Investment Trust Handbook joins us to discuss the impact of the lockdown and pandemic on the closed end funds space, the hunt for income, the outlook for value investors and the rise and rise of Baillie Gifford. The Investment Trusts Handbook 2021 Inside the money game
Hard Brexit and Softer GDP growth
In his final catch up with Asset.tv Investor in 2020, Simon French, chief economist at Panmure Gordon, discusses the impact a hard Brexit would have on 2021's GDP growth forecasts. He also gives us his tip for the key story no one is talking about this year, which could become a big issue in the next 12 months.
Whatever happened to the Northern Powerhouse?
Panmure Gordon chief economist Simon French joins us to talk about shifting money (but not power) out of Westminster, and why the government's debt burden is not quite as negative as you might think.
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
The long-term trends impacting economics
Climate change is one issue that has remained an issue over recent years, and with no solution in sight, it looks like it will be here to stay. With that in mind, how are economists starting to factor this into their models? Simon French, Chief Economist at Panmure Gordon, joins us to dive into some of the longer-term trends that are impacting economics.
The French take on a UK-Japan deal
Simon French, chief economist at Panmure Gordon on the potential impact of a second lockdown on the UK economy, the hunt for trade deals and the stats to keep an eye out for in the week ahead.
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.