Conversations with Panmure Gordon featuring JP Morgan and Janus Henderson
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Simon French, Chief Economist and Head of Research at Panmure Gordon, speaks with Georgina Brittain, Portfolio Manager Small and Mid-cap strategies at JP Morgan Smaller Companies Trust plc and Indri Van Hien, Portfolio Manager UK Equities at The Henderson Smaller Companies Investment Trust plc.
In this current environment with high inflation and elevated base rates both managers discuss the exciting opportunities they are seeing in the UK Smaller Companies universe, what challenges they might face in this environment and what company characteristics they look for.
Simon French
Managing Director, Head of Research
Sapna Shah
Senior Advisor, Investment Funds
Alex Collins
Managing Director, Head of Investment Funds Advisory
Tom Scrivens
Managing Director, Head of Corporate Broking Services
Michael Janes
Managing Director, Head of Investment Funds, Sales & Execution
Joe Yendell
Director, Investment Funds, Sales