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
Why it's not too early to make investment decisions
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.
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.
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.
Investment Trust Outlook | The prospects for income and for Asia in 2020
In this Investment Trust Outlook, how big a risk is illiquidity in today's market? Which letter in ESG is of greatest importance in Asia and what are corporate earnings looking like in 2020? Our panel discusses this and more. Bruce Stout, Manager, Murray International Trust PLC Matthew Dobbs, Manager, Schroder Asia Pacific Fund & Schroder Oriental Income Fund, Schroders James Hart, Investment Director, Witan Investment Trust