Podcast Archives - Panmure Gordon

Conversations with Panmure Gordon: James Thom, Aberdeen New Dawn Investment Trust Fund Manager with Simon French

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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Conversations with Panmure Gordon: Stephen English, Investment Director at Stellar Asset Management, with Simon French

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 Conversation with … Tony Dalwood, CEO of Gresham House

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…