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.
Is coronavirus beginning to impact the world economy?
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.
Can the UK begin to focus more on policy?
Chief Economist at Panmure Gordon, Simon French, takes us through the impact coronavirus is starting to have on global trade, the latest German industrial data and whether the UK can begin to have a shift in focus towards policy with some of the big political issues reaching resolutions of sorts.
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.
Lower expectations from high yield
Invesco high yield bond manager Rhys Davies explains why investors should expect lower returns this year given strong returns in 2019
A public listing for private equity
Helen Steers, co-manager of Pantheon International gives Asset.tv her outlook on the private equity market for 2020.
UK small cap as a source of income
UK small cap manager Abby Glennie talks through why a quality growth and momentum philosophy can work on a small cap income portfolio.
Finding value after Brexit
Janus Henderson UK fund manager Laura Foll discusses the outlook for UK dividends, why the best value stocks are in the small cap space, and why she’s avoiding tobacco companies.
Most companies destroy value
Baillie Gifford fund manager Charles Plowden discusses why it makes sense to be an optimist and why the Monks portfolio is gradually increasing its exposure to Asia.
What economic impact could the Coronavirus have?
What change will we see over the next 12 months as we prepare to leave the European Union? Is there a potential rate cut on the way? Find out in this bulletin.