Own goals seem to have cost the Tories, but Labour should beware
17th June 2024
There was an intriguing line in last week’s Labour Party manifesto. It came early in the piece, in just the second sentence. It described…
Read more17th June 2024
There was an intriguing line in last week’s Labour Party manifesto. It came early in the piece, in just the second sentence. It described…
Read more3rd June 2024
Currencies are like referees. When you don’t notice them, they are doing a good job. So it is with encouraging economic portents that the…
Read more19th May 2024
What is the right interest rate for the U.K. economy? Economic commentary on this issue is almost entirely seen through the lens of whether…
Read more6th May 2024
Economies thrive on the individual pursuit of personal profit and purpose in return for taking risk. Risk as entrepreneurs mortgage the family home. Risk…
Read more22nd April 2024
What is the state of the UK’s independent economic institutions? Specifically, the Office for Budget Responsibility (OBR) and the Bank of England. If you…
Read more8th April 2024
Last week saw the end of the UK tax year. Working in financial services, I inevitably received a flurry of messages from friends asking…
Read more24th March 2024
The last week has seen considerable flux in the cost of money. Enthusiasm for cheaper money in the world’s largest economy, the US, helped…
Read more11th March 2024
Investors are beginning to ask whether a new economic dawn is breaking in the Land of the Rising Sun. Japan – for decades a…
Read more6th March 2024
Context, as I have been at regular pains to argue in these pages, is everything when assessing the state of the UK economy. A…
Read more26th February 2024
Artificial Intelligence (AI) is at the very forefront of investors minds. AI made a significant contribution to Microsoft’s record $62 billion earnings in the…
Read more12th February 2024
For those of us of a certain age Natwest Bank is synonymous with little pigs. As a young saver taking my savings passbook to…
Read more7th February 2024
In the latest episode of Conversations with Panmure Gordon, Gary Robinson, Joint Fund Manager at Baillie Gifford US Growth Trust joins Simon French, Chief…
Read more