27th January 2023 Simon French, Chief Economist and Head of Research at Panmure Gordon catches up with Jean Roche, the lead manager of Schroders UK Mid Cap Fund (SCP). They discuss how Jean navigated last year’s tricky market conditions, why UK midcap stocks are currently on their best…
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20th January 2023 Stephen Jones, Panmure Gordon’s Head of Investment Banking, has had a ringside side on the financial markets for 30 years. During his career, he has seen the FTSE rise and fall and weathered the stormiest markets of active stock picking. Will the perils…
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18th January 2023 Listen to the podcast featuring our Chief Economist & Head of Research, Simon French, as he talks with Peter Higgins about the importance of high quality research for economic efficiency, health of U.K. capital markets, the privilege of leading an equity research team & the…
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10th January 2023 Chief Economist and Head of Research at Panmure Gordon, Simon French, was invited to speak with David Buik, Market Commentator and Andy Haldane, Chief Executive Officer at The RSA (The royal society for arts, manufactures and commerce) about ‘Relishing Challenges as CEO of the RSA’.
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Simon French welcomes back to our podcast series James Thom, lead manager of abrdn New Dawn Investment Trust (ABD) and also fellow abrdn fund manager Yoojeong Oh of the abrdn Asian Income Trust (AAIF). They discuss how both trusts have evolved year to date, what opportunities they are…
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Richard Staveley, fund manager at Harwood Capital and Simon French, our chief economist, discuss the outlook for U.K. small caps in the latest of our “Conversations with Panmure Gordon“. The latest economic outlook is, of course, a central theme – as well as Richard’s unique thoughts on liquidity, accounting…
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Retail jewellers must give a more honest account of the contribution natural diamonds make to communities and the environment or risk having mistruths embedded in the consumer psyche, industry analyst Kieron Hodgson cautioned on the Rapaport Diamond Podcast. “Retail outlets are willing to portray natural diamonds as something…
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Earlier this week Chief Economist Simon French had the opportunity to interview Provident Financial CEO Malcolm Le May. Malcolm first joined the board as senior independent director in 2014, taking on the role of CEO in 2018. This followed a successful career in leadership roles at Barclays, UBS, ING…
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Playtime: 21 minutes Simon French welcomes back to our podcast series James Thom, lead manager of Aberdeen New Dawn Investment Trust (ABD) based in Singapore. They discuss how taper talk and inflation risks are impacting the region, how the team view growth in a normalising environment but also…
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Stephen English, Investment Director at Stellar Asset Management, chats with our Chief Economist – Simon French – in the latest of our Conversations with Panmure Gordon. In a wide-ranging discussion Stephen covers his approach to investing, his views on the structural crosswinds facing the global economy and which patterns…
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In the latest of our series of podcasts, we spoke to Chris Hill, CEO of Hargreaves Lansdown and discussed the structural growth opportunity in the UK Wealth industry. Described as being both ‘broad and growing’ the opportunity also requires clients to take more responsibly for saving and investing. We…
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In the latest of our series of podcasts, we spoke again with Tony Dalwood, CEO of Gresham House. We discussed the structural demand and company capabilities that have allowed Gresham House to increase its GH25 AUM target by 33% to £8bn. The company is confident that its target can…
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