Taking stock of a big week for central banks
24th 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 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 more29th January 2024
This week sees the first interest rate decision of the year from the Bank of England. There will be no change in policy. In…
Read more15th January 2024
This is neither a new question, nor an easy one to answer. But it is also a topic that refuses to go away. Economists…
Read more21st December 2023
Just over a year ago, economists and commentators were falling over themselves to predict UK inflation and interest rates hitting eyewatering levels. The US…
Read more11th December 2023
Writing about bonds – the IOUs issued by governments and companies – is the journalistic equivalent of a black hole. Cliched references to 007…
Read more23rd November 2023
The Autumn Statement was delivered against the backdrop of more upbeat economic forecasts from the Office for Budget Responsibility (OBR). The UK economy is…
Read more15th November 2023
In the latest episode of Conversations with Panmure Gordon, Richard Moffitt, Chief Executive Officer at Urban Logistics REIT speaks with Simon…
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