Podcasts about panmure gordon

Progressive's Gareth Evans is joined by tech analyst George O'Connor as they glance back at the week's macro events and market themes and discuss the impact on investors and companies. They discuss selected UK company news and let us know what to look out for in the week ahead… 00:00 Introduction 01:12 Global Macro News 01:29 DeepSeek and its global impact 07:02 OpenAI's Operator and AI agents 07:55 Recruitment in the tech sector 10:07 Computacenter (CCC) & Sage (SGE) 12:27 Global Market news 13:10 Progressive client news: Idox (IDOX) & Van Elle Holdings (VANL) 13:52 Upcoming Macro news: EU Inflation figures (Mon 3 Feb) US PMI data (Weds 5 Feb) Bank Of England Rate Decision (Thurs 6 Feb) US Employment Metrics (Fri 7 Feb) Gareth Evans has 25 years' research experience covering the Technology sector. An Oxford University graduate, Gareth qualified as an accountant before starting his research career covering the Pan European Chemicals sector at the American Investment Bank Donaldson Lufkin & Jenrette (DLJ), later acquired by Credit Suisse. He then moved to cover the Technology sector at ABN AMRO, Canaccord and at Investec for eleven years, where he was Joint Head of Research. Gareth has received numerous awards for his work, including being voted techMark Analyst of the Year. George O'Connor has been a financial analyst covering London-listed Software & IT Services, e-comm and hardware companies for the past 25 years. George has worked for a variety of firms including Albert E. Sharp, Panmure Gordon and Stifel where he researched and communicated investment cases, conducted IPOs, secondary placings and the odd rescue rights. George started his career at IT industry analysts IDC where over nine years he rose to become Research Manager.

Progressive Analysts, George O'Connor and Ian Robertson's regular review of the technology sector, including an overview of Oxford Metrics full-year results, reported last week, and FD Technologies focussing on its KX database business. 00:00 - Introduction 01:15 - Oxford Metrics (OMG) 07:38 - FD Technologies (FDP) View Oxford Metrics (OMG) research here. About: George O'Connor has been a financial analyst for the past 25 years, covering London-listed Software & IT Services, e-comm and hardware companies. George has worked for a variety of firms including Albert E. Sharp, Panmure Gordon and Stifel where he researched and communicated investment cases, conducted IPOs, secondary placings and the odd rescue rights. George started his career at IT industry analysts IDC where over nine years he rose to become Research Manager. Ian Robertson has over two decades of experience in the smaller companies and technology sectors working as investor, analyst and advisor. Ian Started his career by qualifying as a chartered accountant before moving onto roles in corporate finance at EY and then fund management at Gartmore and RSA. Ian then moved across to sell-side equity research at HSBC and subsequently worked at a number of UK small-cap specialist brokers, including Altium, Evolution and Seymour Pierce. Find out more about Progressive Research here. Produced by Progressive Research, Distributed by PIWORLD

To quote Danica McKellar, “Maths is the only place where truth and beauty mean the same thing”. With that in mind, welcome to this insightful Investing Matters interview with the hugely successful Fund Manager, Jean Roche CFA, the Lead Manager of FTSE-list Schroder UK Mid cap Fund and one third of Schroders' UK Small Mid cap Team with Andy Brough and James Goodman. After attaining a Master's Degree in Financial and Industrial Mathematics from Dublin City University, Jean was successful in being selected for Morgan Stanley's graduate programme and commenced her investment career in 1999. As an Equity Analyst, Jean covered the tobacco sector, food producers, then general retail. Jean also worked for Panmure Gordon, before moving to Hargreave Hale in 2013 as a Fund Manager. Having been personally selected by the hugely talented and respected investing legend Andy Brough, Jean joined Schroders in 2016 and became Fund Manager of Schroder UK Mid Cap Fund plc in February 2021, having been Co-Fund Manager since September 2016. They have been successfully compounding fantastic investment return for Schroders and their investors ever since. Most recently Jean was nominated for the award of Fund Manager of the Year in the Plc Awards. In this Investing Matters interview, Jean gives a brief overview her roles and responsibilities at Schroders, the winning analytical methodology and processes undertaken by the Schroders Mid Cap team when selecting long-term holdings, the importance of checking balance sheets, compounding winning stocks, her own personal investing strategy and much more. Topics and discussions also include: -The Schroder Mid Cap team's investing philosophy, methodology and strategy -The Heineken index. - Stocks, Games Workshop, 4Imprint, Chemring, Babcock, Bodycote, Qinetiq, Inchcape, Dunelm, Man Group, Renishaw, Oxford Instruments --When to sell a holding. -Unique, Flex & stocks to avoid. --ESG / Sustainability. -Digital transformation. -The importance of balance sheet screening. -Personal investing strategy, Pension. -ETFS. -Diversity / Inclusion / The Diversity Project brainchild of Dame Helena Morrissey -Finding 30 multibaggers, what are the characteristics We hope you enjoy this podcast, and we look forward to hearing your feedback. Please subscribe to this podcast on your platform of choice and follow the @InvMattPodcast on Twitter.

Today's edition of PMQS saw Rishi Sunak grilled on the progress of the Rwanda deal and criminal prosecutions, we discuss the Prime Minister's performance. Plus, yesterday the Shadow Chancellor, Rachel Reeves delivered her big economic vision-setting Mais lecture. What did we learn? Panmure Gordon's Chief Economist Simon French joins us with more. Hosted by Caroline Hepker and James Woolcock. See omnystudio.com/listener for privacy information.

This week David is joined by former Bank of England Chief economist and now chief executive of the Royal Society for Arts, Andy Haldane and Simon French, Managing Director and Head of Research at Panmure Gordon. Between them they discuss the state of the economy, the latest GDP figures, whether the latest budget will do anything for growth and what exactly has been the US Biden experiment...

In this special episode of the Money podcast, David and Michael are joined by Simon French, Managing Director, Head of Research at Panmure Gordon, to discuss what might be the last fiscal event before a general election. Did the Chancellor of the Exchequer, Jeremy Hunt, blow the budget or did he manage to pull a rabbit out of the hat?

To quote Microsoft founder, Bill Gates: “We are changing the world with technology”. With that in mind, welcome to this insightful tech, artificial intelligence, generative ai, Magnificent 7 stocks laden episode in the Investing Matters series, which is with the hugely talented award-winning Technology and Software Investment industry expert analyst, George O'Connor, Technology Analyst of Progressive Research. Progressive Research are an analyst founded and analyst led company, that provides bespoke research, investor engagement and advisory services to quality companies across a broad range of sectors. Their experienced team have provided guidance to public and private companies of all sizes, from large FTSE 100 companies, growth companies on AIM and AQSE, to those just considering listing. After attaining a Double BA Honours Degree in European Studies at the University College Cork, George began his Information Technology career at IDC as an IT Analyst. Now with over 25 years of equity research experience in the Investment Industry that has included working for investment companies such as, Granville Davis, Albert E Sharp, Old Mutual Securities, Shore Capital, Panmure Gordon, Stifel Nicklaus as a Managing Director and more recently Technology lead at Goodbody Stockbrokers, part of Allied Irish Bank, one of big four commercial banks in Ireland. George has been a stalwart of the Tech sector for the last 25 years. It is fair to say that he knows the markets and what is needed for successful investing better than most. In this fascinating insight into the world of tech, artificial intelligence, generative ai currently being dominated by the Magnificent 7 stocks (some would say mainly Nvidia), my Investing Matters interview with George O'Connor, Technology Analyst of Progressive Research delivers colour and knowledge including: -Defining the attributes of Ai winners -How to find the future winning tech stocks -Nvidia's awesome growth trajectory -The Magnificent 7 stocks -The importance of the valuation ratio -Artificial Intelligence, Generative Ai -Plausibility & Hallucinations -Life Cycle Model / Gartner Hype cycle -UK Ai opportunity -Valuation gap -To love a profit warning -Ensuring you don't overpay -Championing better markets -FTSE & AIM Tech opportunities -Private equity dry powder -Mergers, growth, IPO's and Takeovers & much more. Thank you to all our listeners - we hope you enjoy this podcast, and we look forward to hearing your feedback. Breaking news: Please do join George O'Connor, Stephen Yiu, Gervais Williams & Charlie Huggins for the All-star “LIVE” Investing Matters panel session at the Master Investor Show at 3.30pm on Saturday 9th March with host Peter Higgins. About the show - Master Investor Events. Please book your FREE ticket/s now using the promotion code : LSE Please subscribe to this podcast on your platform of choice and follow the @InvMattPodcast on Twitter.

We talk through the challenges facing the Labour Party after Keir Starmer's U-turn on a £28 billion green spending pledge attracted criticism with Labour strategist John McTernan. He says Labour needs to get radical, meanwhile former Tory donor Nick Candy tells Bloomberg its time for a change in government.Plus, Chief Economist at Panmure Gordon and former Cabinet staffer Simon French tells us what he makes of news Jeremy Hunt seems to be coming round to calls for a British ISA. Hosted by Lizzy Burden and Caroline Hepker See omnystudio.com/listener for privacy information.

In the latest episode of Conversations with Panmure Gordon, Gary Robinson, Joint Fund Manager at Baillie Gifford US Growth Trust join Simon French, Chief Economist and Head of Research. They delve into the dynamics of growth within developed markets. The discussion covers a wide range of topics, including the economic and valuation cycles, analysis on the ten largest private company holdings and the pivotal role of Artificial intelligence (AI). Furthermore, the conversation offers valuable insights into Baillie Gifford's strategic priorities over the coming year and more.In the latest episode of Conversations with Panmure Gordon, Gary Robinson, Joint Fund Manager at Baillie Gifford US Growth Trust join Simon French, Chief Economist and Head of Research. They delve into the dynamics of growth within developed markets. The discussion covers a wide range of topics, including the economic and valuation cycles, analysis on the ten largest private company holdings and the pivotal role of Artificial intelligence (AI). Furthermore, the conversation offers valuable insights into Baillie Gifford's strategic priorities over the coming year and more.

All too many commentators on the UK economy are “default decliners,” according to Simon French, chief economist and head of research at UK investment bank Panmure Gordon: there's nothing they can't put a lousy spin on.French and Janus Henderson portfolio manager Laura Foll join this week's Merryn Talks Money to share their UK economic outlook for 2024. The data on the British economy isn't looking bad at all, French says—certainly not as bad as the numbers coming out of Germany.They also discuss their expectations for house prices and what sectors look promising right now. See omnystudio.com/listener for privacy information.

As Christmas & New Year's Eve disappear into the background, David & Michael are joined by Panmure Gordon's Simon French for a look at 2024. What is likely to happen to inflation, interest rates, equities and bond markets in the next year?

On today's episode, Ian King speaks to Simon French, from Panmure Gordon about fears of a recession and improved retail sales.Richard Donnell - Executive Director of Research at Zoopla - discusses a pick-up in housing activity.And Ian interviews Amine Raji, the founder and chief executive of Spore.bio, about a device that can detect bacteria in food, drink, and cosmetic products.

Ian King discusses the latest wages and employment data with Simon French, Chief Economist and Managing Director at Panmure Gordon.Mid-contract price rises linked to inflation for mobile, broadband and TV plans could be banned under new proposals from the regulator. Ofcom wants wants payment increases to be spelt out when you first agree to the deal. Ian speaks with Richard Tang, Chief Executive of Zen Internet to find out what it means for the industry.And Unilever says it's "surprised" and "disappointed" by an allegation it's been misleading shoppers with its environmental claims. The competition watchdog is investigating the company for exaggerating how "natural" its products are.

Jeremy Hunt delivered his Autumn statement this week, with 110 policy measures. The most significant of those was a 2% cut in National Insurance contributions. Roger and Phil ask Simon French, Chief Economist and Head of Research at UK investment bank, Panmure Gordon, whether the main aim of the cuts was to bolster the chances of a win for the Conservatives at the next election? On this week's podcast Simon says that, political cynicism aside, there is a need to boost growth in the economy, and administering cuts in tax through National Insurance ensures that it is the working population that benefits. But will it make that much difference, when those same people face higher tax contributions through the freezing of the income tax thresholds? A wide-ranging discussion that includes the need for more comprehensive tax reform, plus a snapshot on the economic wellbeing of Phil's barber. Hosted on Acast. See acast.com/privacy for more information.

In the latest episode of Conversations with Panmure Gordon, Richard Moffitt, Chief Executive Officer at Urban Logistics REIT speaks with Simon French, Chief Economist and Head of Research, about his background in the industry, the core focus of Urban Logistics REIT, recent performance highlights and plans for 2024.   

Calum and Kirsty are joined by Max Wilson, who spent over five years working for the Labour Party in several different roles including as Head of Campaigns for the Parliamentary Labour Party's (PLP) Political Services Unit and as Senior Political Adviser in the Leader of the Opposition's Office (LOTO). We discuss the ins and outs of the responses to the Pro-Palestine marches. Also on the podcast - Sarah South who was an adviser to Prime Minister David Cameron reviews the King's Speech and when the General Election might be called. And Kirsty spotted some economic data that we wanted to unpack. Simon French, the Chief Economist & Head of Research at Panmure Gordon - who previously worked in the Cabinet Office - puts it into context. Support the podcast by becoming a member at: https://plus.acast.com/s/whitehallsources. Hosted on Acast. See acast.com/privacy for more information.

Earlier this year, in Episode 15, I spoke to Laurence Hulse and Alyx Wood about investing in the UK equity market from the perspectives of two UK-focused professional investors with distinctive strategies. On October 17th, I got Laurie and Alyx back together with Simon French, Chief Economist and Head of Research at City stockbroker Panmure Gordon, to ask the question, Why Invest in the UK?      It was a great conversation on a live topic of interest for investors and one I hope to return to in future episodes. Simon frames the discussion with his expertise in interpreting macroeconomic data.Alyx adds his perspective of an investor who spends much of his time talking to international investors about investing in the UK. Laurie talks of what he sees as a generational opportunity to buy abnormally cheap assets at the bottom end of the UK's “out of favour” stock market.   As always, this is for information purposes only. This is not investment advice. 

Earlier this year, in Episode 15, I spoke to Laurence Hulse and Alyx Wood about investing in the UK equity market from the perspectives of two UK-focused professional investors with distinctive strategies. On October 17th, I got Laurie and Alyx back together with Simon French, Chief Economist and Head of Research at City stockbroker Panmure Gordon, to ask the question, Why Invest in the UK?      It was a great conversation on a live topic of interest for investors and one I hope to return to in future episodes. Simon frames the discussion with his expertise in interpreting macroeconomic data.Alyx adds his perspective of an investor who spends much of his time talking to international investors about investing in the UK. Laurie talks of what he sees as a generational opportunity to buy abnormally cheap assets at the bottom end of the UK's “out of favour” stock market.   As always, this is for information purposes only. This is not investment advice. 

This week David & Michael speak to Simon French, Managing Director, Chief economist and Head of Research at Panmure Gordon who lays out the alternative universe where remain wins. What has Brexit done for the migrant workforce in the UK, and what would have happened in the city of London if we'd voted remain?

Hear a wonderful opportunity to learn how a childhood school incident led to a near four decades successful career in the Investment industry, Investment Banking, being head-hunted to be a CEO and running companies. With that in mind, welcome to the 51st episode of the Investing Matters series with me Peter Higgins @conkers3 on Twitter. As a global Investing Matters audience, you are all in for an absolute treat because this interview is with one of the UK's most highly respected and sought after professionals and leader, Keith Hiscock the CEO of Hardman & Co. A London based multi-disciplinary financial consultancy and investment research firm, which employs highly experienced analysts and professionals with a broad range of capital markets expertise. Keith Hiscock could quite easily have had a career in Politics having attained a Master's Degree in Philosophy, Politics and Economics from the University of Oxford. As everyone knows Oxford has a huge reputation via its PPE graduates of producing UK Prime Ministers, Chancellors of the Exchequer, Government Cabinet Ministers and Politicians. He had however fixed his career ambitions firmly to working in the Investment industry. Commencing his career journey in 1979 as a graduate trainee at James Capel stockbrokers followed by Equity sales and corporate roles at Wood McKenzie, Hoare Govett, Laing & Cruickshank and Schroder Salomon (CitiBank) to 2001. Laying the foundations in the City as a shrewd client first focused professional. This led to in 2001 Keith being head-hunted for the role of CEO of Metzler Bank, Germany's oldest bank with an unbroken tradition of family ownership. Followed by in 2002 to 2009 when he firstly took the role as Head of Equity Sales at Panmure Gordon and then the same role at Evolution Securities. After which in 2009 he became a founding partner for the independent research firm Agency Partners. In late 2012 Keith was part of a group of investors that acquired Hardman & Co which he and his colleagues have since nurtured into the longest established commissioned research provider in the UK. Working with the world's biggest investment institutions, Stock Exchanges and private companies and retail investors. Please listen now to learn how Keith Hiscock CEO of Hardman & Co, successful navigated nearly four decades of the volatile investment markets. Keith shares lessons learnt from his roles within Stockbroking, Equity Sales, Corporate roles, leader and CEO to enable others to identify quality companies, he explains why it is important to work out what type of business a company is involved in, its dividend cover, free cashflow, stage of growth & more. He stresses why it is important to fully read releases/statements via the Regulatory New Service (RNS) of the companies you own, plus why the careful use of language and tone within a RNS are vital to identify. Keith shares an overview of Hardman & Co, where as CEO he leads a multi-disciplinary financial consultancy and investment research firm, which employs highly experienced analysts and professionals with a broad range of capital markets expertise. He explains how his highly skilled team, complete commissioned differentiated research on quoted and private companies, assess and gauge the appropriate price for an IPO, consultancy, confidential work, Woodford valuations, the ESG mini-industry, EIS solutions and its hugely respected and globally recognised research role. Please subscribe to this podcast on your platform of choice and follow the ⁠@InvMattPodcast⁠ on Twitter.

Welcome to this brand-new investing podcast from the London South East. My name is Peter Higgins, you can find me on Twitter @conkers3 and I will be your host for this series of Investing Matters podcasts. What can you expect from the Investing Matters podcasts? A great question. You will find long form interviews with noteworthy veterans and experts from the investment and fund management industry. During these interviews, each interviewee will share and impart their knowledge, learning and insights on what aspects of Investing truly matters to them and what in their view should matter to investors. We hope this knowledge exchange benefits all and enables all those accessing and listening to these podcasts to achieve even greater investing success. With that in mind, welcome to episode forty-seven with Alex DeGroote, a highly rated sell-side Media, Internet and Tech (TMT) investment analyst with 27 years of Investment experience. A History graduate from Durham University, Alex went onto to attain his master's degree in European Management Studies from the London School of Economics. Alex commenced working in the Investment industry in 1996. He has worked for a number of European banks and stockbrokers. In Equities, Fund management and corporate broking/finance, learning the tricky arts and science of valuation. During his career Alex worked for the following companies: Starting as a graduate with the Midlands based Albert E Sharp, a Securities and Wealth Management firm; Charterhouse Bank, where he worked alongside an equally then young Phil Oakley. He also worked at ING; Credit Agricole; Panmure Gordon; Peel Hunt; Cenkos Securities; Arden Partners. He has published extensive research and valuations on various sector topics, on behalf of City employers. Alex is also a published author himself, and has been a contributor to the Financial Times, The Guardian, MediaTel, Campaign, Digiday, Flashes and Flames. Given his experienced roles that involved working with the likes of Rightmove, Reach, GoCompare, WPP, STV and numerous other companies. Alex's view on TMT matters is sought by Bloomberg, CNBC, BBC, and others. He is a keynote speaker in the investment industry conferences, in the UK and overseas. In this fascinating Investing Matters interview, Alex shares his world view of investing globally across equities, investment companies, Funds, ETFs. He explains how to go about valuing a company, sustainability of operating margin, why management is key, nuances of Corporate Broking and Finances, debt. Companies discussed include Rightmove, WPP, Cab Payments, Microsoft, Google/Alphabet, Nvidia. Seeking multiple recurring revenues, scalability, the importance of analysing balance sheet, why UK markets are lowly valued, Mifid2, why liquidity is a big issue, Alex also shares his own personal investing strategy, passion for tech, global markets, why he avoids home bias, why he is overweight US assets, the importance financial education and digital skills, the power of compounding investments and much more. We hope you enjoy this podcast, and we look forward to hearing your feedback. Please subscribe to this podcast on your platform of choice and follow the @InvMattPodcast on Twitter.

Why is the UK trailing the rest of the developed economies when it comes to growth and the post-Covid recovery? Why is our inflation higher, our investment lower, and our prospects gloomier? Is it poor leadership, or just the nature of an economy too slow to adapt to the modern world? Or is it just Brexit? Simon French, managing editor, chief economist and head of research at Panmure Gordon, tells Phil and Roger where it has gone wrong for UK PLC, and what needs to happen to reverse that.Brought to you by Wigmore Associates Wealth Management Hosted on Acast. See acast.com/privacy for more information.

After the Bank of England raised interest rates to 5%, Ian King analyses the impact on mortgage customers with Simon French from Panmure Gordon and Polly Gilbert, managing director of mortgage broker Tembo.There's a focus on female owned business with Winnie Chiu, president of Dorsett Hospitality International, and on women in engineering with Dr Hayaatun Sillem, Chief Executive of the Queen Elizabeth Prize for Engineering & Royal Academy of Engineering.Ian's also in conversation with former Apprentice star Susie Ma, about why she took full control of her Tropic Skincare business – after buying out Lord Sugar's 50% stake. Ian's also joined by Neil Wright, managing director of TensCare, to talk about expanding its services from providing pain relief for women in childcare.

So what's the big battleground likely to be at the next election, above stopping the boats and even the NHS? It's the economy stupid, in the immortal words of Bill Clinton. Sky-high inflation rates mean our money's not going as far as it used to as wage increases are outstripped by rising prices and we're all having to cut back, with many families in the North now really struggling. But is there an end in sight now for the UK's economic pain - and will people living in the North see the same kind of recovery as those in London and the South East? As a wider point, are the efforts by the Government to level up and tackle regional inequalities having any impact on the economic prospects of towns, cities and villages in our region? We've got a great expert guest to answer those questions and more in the shape of Simon French, the chief economist of Panmure Gordon, an investment bank with a big office in Leeds. And Rob Parsons speaks to Charlotte Nichols, Labour MP for Warrington South, about her tumultuous time in Parliament so far, battling post-traumatic stress disorder and why being a politician at Westminster is like no other job. *** Don't forget you can now watch the best interviews from The Northern Agenda podcast on YouTube - check out our playlist at https://www.youtube.com/playlist?list=PLzE0rXt9oGq2nfc3VHw-Pzx1tttiLpP6z *** The Northern Agenda is a Laudable production for Reach. It is presented by Rob Parsons, and produced by Daniel J. McLaughlin. You can subscribe to the daily Northern Agenda newsletter here: http://www.thenorthernagenda.co.uk/ Learn more about your ad choices. Visit megaphone.fm/adchoices

The Bank of England's forecast that the UK would enter its longest recession in 100 years has proven to be wide of the mark. But what is the outlook for the UK economy from here – do we have reasons to be optimistic? This week on the podcast, Simon French, Chief Economist of Panmure Gordon shares his views on UK growth, what we need to do to improve productivity, global geopolitical risks and finally the outlook for the UK stock market.   www.vermeerllp.com https://panmure.com/

The Bank of England's forecast that the UK would enter its longest recession in 100 years has proven to be wide of the mark. But what is the outlook for the UK economy from here – do we have reasons to be optimistic? This week on the podcast, Simon French, Chief Economist of Panmure Gordon shares his views on UK growth, what we need to do to improve productivity, global geopolitical risks and finally the outlook for the UK stock market. www.vermeerllp.com https://panmure.com/

This week, David & Michael chat to Simon French, Chief Economist from Panmure Gordon, about the recent prediction from the IMF on long-term interest rates, and what will this mean for UK mortgage holders - especially those coming to the end of their fixed rate mortgages.

Stephen Jones has had a ringside seat on the financial markets for 30 years. As Head of Investment Banking at Panmure Gordon, he's seen the FTSE rise and fall and weathered the stormiest markets of active stock picking. Will the perils of 2023 prove too complex for businesses to navigate, or will they spur them on to innovation and transformation? Powerscourt's Jane Glover holds the microphone for this fascinating take on the year ahead.Listen to all episodes on our website.Follow Powerscourt on Twitter and LinkedIn.

Bob Michele, JPMorgan Asset Management CIO & Global Head of Fixed Income, Currency & Commodities, says we need a recession to cool things down and reset. Simon French, Panmure Gordon & Co Chief Economist, expects stubborn and sticky inflation. Veronica Clark, Citi Economist, says the market is misinterpreting the Fed's commitment to getting rates above 5%. Fatih Birol, IEA Executive Director, says China is the oil market's biggest uncertainty. See omnystudio.com/listener for privacy information.

Welcome to this brand-new investing podcast from the London South East. My name is Peter Higgins, you can find me on Twitter @conkers3 and I will be your host for this series of Investing Matters podcasts. What can you expect from the Investing Matters podcasts? A great question. You will find long form interviews with noteworthy veterans and experts from the investment and fund management industry. During these interviews each interviewee will share and impart their knowledge, learning and insights on what aspects of Investing truly matters to them and what in their view should matter to investors. We hope this knowledge exchange benefits all and enables all those accessing and listening to these podcasts to achieve even greater investing success. With that in mind, welcome to episode thirty-two, hugely talented, and sought after thought leader, Panmure Gordon's Chief Economist, Managing Director and Head of Research, Simon French. Simon worked for the UK Government, latterly at the Cabinet Office as Chief of Staff to the UK Government COO. He had a central role in implementing the Coalition Government's spending reforms between 2010 and 2014 as well as working on the UK's Welfare and Pensions reforms between 2002 and 2008 , plus numerous other national Cabinet Office strategiesand implementations. Simon joined Panmure Gordon as their Chief Economist in 2015, he is now also a Managing Director and their Head of Research. Panmure Gordon is a UK based investment bank, providing a full range of services including Capital Raising, Corporate Advisory, Corporate Broking, Investor Relations, Research, Sales and Execution with distribution to the UK, Europe and the US. The company has helped its clients raise over £2.5 billion since 2020 and continues to grow its global footprint. Despite his extremely role at Panmure Gordon, Simon is also a columnist for the Times Newspaper and is regularly interviewed for Economic and financial insights by Bloomberg, CNBC, BBC, SKY, Radio Times and numerous other media outlets. In this Investing Matters interview, Simon gives a brief overview of the role that Panmure Gordon plays in the Investment industry and across Capital markets, the dynamics of his personal roles as Chief Economist, Managing Director and Head of Research, the importance of economic analysis and macro-economic research “sweet spot”, leadership, Corporate brokerage, Levelling up, Global, National and Regional fundraising, Health of Capital Markets, IPO's, Capital raising, Quantitative Tapering, Investing themes of 2023, why you shouldn't try to time the markets, Gold hedge, Sell side analysis, ESG / sustainability. Challenges for listed companies, personal investing strategies, property, growth companies, macro themes, the social function of capital markets, financial independence, second order effects and much more. We hope you enjoy this podcast, and we look forward to hearing your feedback. Please subscribe to this podcast on your platform of choice and follow the @InvMattPodcast on Twitter.

This week David & Michael speak to Simon French from Panmure Gordon, and discuss Jeremy Hunt, the City, and is the level of regulation good for the City and how it performs. Also, what surprises can we look out for in 2023?

Does politics rely on Twitter to function? Will Westminster's insiders stick with the platform after Elon Musk's takeover? Bloomberg's Stephen Carroll and Lizzy Burden are joined by former Twitter Vice-President Bruce Daisley, now an author and podcaster, to discuss the changes at the politicos' preferred social media site. Plus, could leaks sink Jeremy Hunt's budget? Panmure Gordon's Chief Economist Simon French tells us why he'd like Downing Street to keep quiet about what's in store on the 17th of November. See omnystudio.com/listener for privacy information.

Rishi Sunak is the new leader of the Conservative Party and the country's next prime minister. After his rivals Boris Johnson and Penny Mordaunt pulled out of the race, he was elected unopposed. The former chancellor, 42, said: "There is no doubt we face a profound economic challenge. We now need stability and unity." He'll be the first British Asian prime minister, and the youngest PM since 1812. Can Mr Sunak turn around the economic fallout from the disastrous weeks-long premiership of his predecessor Liz Truss, and unify the party? On the Sky News Daily, Sally Lockwood is joined by Kirsty Buchanan, who worked with Mr Sunak in his first government job, Simon French, chief economist at Panmure Gordon investment bank, and Sky's political correspondent Liz Bates, to profile the new PM and discuss how he will handle his early days in charge. Producers: Soila Apparicio and Rosie GillottInterviews Producer: Alys Bowen Podcast Promotions Producer: David Chipakupaku Editor: Paul Stanworth

As the prime minister faces tough choices over the mini budget, Ian King talks to Simon French, chief economist at investment bank Panmure Gordon. Meanwhile, the latest Trade Barometer from Santander suggests that business confidence has fallen for the first time since Autumn 2020. Plus, more on how art as a form of investment is growing in popularity - Ian speaks to Tamer Ozmen, the founder and chief executive of Mintus, an online art investment platform.

Kieron Hodgson, managing director at UK investment firm Panmure Gordon, discusses mistruths about lab-grown and natural diamonds, the role of research analysts in the industry, how regulatory improvements have helped the trade through Covid-19, the current market environment, and why rough prices must rise. 

The Tory leadership contest is inching closer to its end, but while rhetoric on the campaign trail has been primarily focused on economics, it's a type of campaign economics, not the governing kind, according to Simon French, chief economist at Panmure Gordon. He joins host Francine Lacqua for a critical look at Liz Truss and Rishi Sunak's visions for tax and spending, and suggests the best candidate is the one willing to pivot to governing economics, a switch he says Sunak is more likely to make. Plus, a taste of optimism at the end of the episode as Simon shares his outlook for UK assets. Learn more about your ad-choices at https://www.iheartpodcastnetwork.comSee omnystudio.com/listener for privacy information.

What can we expect from the MPC this Thursday? What do we think of windfall tax, is the UK on course for Recession, and how are the Sunak & Truss bandwagons getting on? David & Michael are joined by Simon French from Panmure Gordon.

The Tory party leadership challenge is down to two players – Rishi Sunak and Liz Truss. Sunak wants to keep taxes where they are, preaching fiscal conservatism, and fearing releasing more money into people's pockets will only add to inflation, which is already at 9.4 percent. Truss wants to help people navigate the cost-of-living crisis, by reversing the recent hikes in national insurance. So which approach is right in the current economic climate? It's a question Phil and Roger put to Simon French, Chief Economist at Panmure Gordon & Co. He's no stranger to the workings of government, after a dozen years at the Department of Work and Pensions and The Cabinet Office. Is he prepared to tell us who he'd like to see inside Number 10? Hosted on Acast. See acast.com/privacy for more information.

Welcome to this brand new investing podcast from the London South East. My name is Peter Higgins, you can find me on Twitter @conkers3 and I will be your host for this series of Investing Matters podcasts. What can you expect from the Investing Matters podcasts? A great question. You will find long form interviews with noteworthy veterans and experts from the investment and fund management industry. During these interviews each interviewee will share and impart their knowledge, learning and insights on what aspects of Investing truly matters to them and what in their view should matter to investors. We hope this knowledge exchange benefits all and enables all those accessing and listening to these podcasts to achieve even greater investing success. With that in mind, welcome to episode eighteen in the Investing Matter series, which is with the hugely talented, award winning Investment industry expert analyst, George O'Connor of Goodbody Stockbrokers, part of Allied Irish Bank, one of big four commercial banks in Ireland. Goodbody Stockbrokers is Ireland's longest standing stockbroking firm with roots dating back to 1877. As well as being one of the leading institutional brokers, it is also one of the largest private client firms in Ireland managing assets of over €8 billion. After attaining a Double BA Honours Degree in European Studies at the University College Cork, George began his Information Technology career at IDC as an IT Analyst. Now with over 25 years of equity research experience in the Investment Industry that has included working for investment companies such as, Granville Davis, Albert E Sharp, Old Mutual Securities, Shore Capital, Panmure Gordon and more recently at Stifel as a Managing Director of its Software and IT Services research, it is fair to say that George knows the markets and what is needed for successful investing better than most. In this Investing Matters podcast, I discuss with George, the varied tasks and importance of a software analyst, how to value companies, his own investing style, the aspects of investing that matter to him, technology companies heading into the Metaverse. Why he thinks some profit warnings are good. Value traps, lessons learnt, the “IT Oscars”, his superpower and much more. We hope you enjoy this podcast, and we look forward to hearing your feedback. Please subscribe to this podcast on your platform of choice and follow the @InvMattPodcast on Twitter.

Mukesh Ambani has been on a deal spree for broken yet promising brands or for frontier technologies that will fire up his energy business. Since 2021, Reliance Industries has made over 20 strategic acquisitions and investments spending over $2 billion. But their bets now are getting bolder, bigger. Host Arijit Barman analyses the move with Jal Irani, Research Analyst, Edelweiss Securities and Tony Shiret, Equities Analyst at Panmure Gordon & Co. London. Disclosure: Jal Irani, Executive Director, Edelweiss Securities Limited: SEBI Registration: ISN-201600068669. The analyst above mentioned does not have any financial interest in the stock discussed. From Edelweiss: By way of abundant caution, we inform that we or our associates may or may not have been engaged with the subject companies and may or may not have received compensation from the subject companies in the past 12 months.

While six years have elapsed since the Brexit vote, the point at which all things changed was 31 January 2020, right in the middle of Covid, so it is difficult to gauge the full effect. IGTV's Jeremy Naylor caught up with Simon French, managing director and chief economist at Panmure Gordon. French says, under his calculations, UK GDP is three percentage points smaller than it would otherwise have been had Brexit not happened but conceded that Covid has been an issue that's clouded the waters somewhat.Any opinion, news, research, analysis, or other information does not constitute investment or trading advice.  Follow us on Twitter, Instagram and YouTube

With inflation expected to peak in April 2022, according to the Bank of England, Panmure Gordon's Simon French tells IGTV that he believes UK rates will rise twice to 0.75%. The economy, he says, will also sustain increase stock market investment resulting in a rise in the FTSE All Share index.Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. Follow us on Twitter, Instagram and YouTube

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 of consumer behaviour will outlive the pandemic.

Merryn talks to Simon French, chief economist with Panmure Gordon, about why he believes inflation will be transitory, and the world will be back to the old normal more quickly than many people think; plus the value in the UK market.

In the first of our ESG-themed “Conversations with Panmure Gordon”, Peter Michaelis of Liontrust Asset Management talks with our Chief Economist, Simon French. Peter covers the sustainable investing landscape, the pursuit of superior returns, why non-convergence of ESG standards is a good thing, and why the technology leaders of the past rarely transition to dominate the future.

Conversations with Panmure Gordon. Gervais Williams and Martin Turner. Diverse Income Trust – Jan 2021 

Jazz FM Business Breakfast presenter Michael Wilson looks back on the big stories of 2020, and ahead to 2021 with OANDA Senior Market Analyst Craig Erlam, economist Frances Coppola, and Panmure Gordon's chief economist, Simon French. OANDA Europe Limited Accounts: CFDs are complex instruments and come with a high risk of losing money rapidly due to leverage. 77% of retail investor accounts lose money when trading CFDs with this provider. You should consider whether you understand how CFDs work and whether you can afford to take the high risk of losing your money.  This presentation is for general information purposes only and does not take into account your personal circumstances. It is not investment advice or an inducement to trade. Examples shown are for illustrative purposes only and may not reflect current prices or offers from OANDA.  You are solely responsible for determining whether trading or a particular transaction is suitable for you and for seeking professional advice.  OANDA Accounts in All Other Divisions: Leveraged trading carries a high degree of risk. Carefully consider your financial objectives, level of experience and appetite for such prior to entering this markets. You do not own, or have any interest in, the underlying asset. This presentation is for general information purposes. It is not investment advice. Examples shown are for illustrative purposes only and may not reflect current prices or offers from OANDA. Past performance is not indicative of future results and losses can exceed your investment. "Joe Biden" (https://eur01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.flickr.com%2Fphotos%2F22007612%40N05%2F48651174447&data=04%7C01%7CNick.Howard%40jazzfm.com%7C38cef765bd6d4e4fab1308d8a371df74%7C0e79f3f34eeb48ed815e2876c379e863%7C0%7C0%7C637439056834435685%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C1000&sdata=kQ7TnCK9WkJubPzEOL82dT6oH9GZ6mOZ4SyXlmyyeog%3D&reserved=0) by Gage Skidmore (https://eur01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.flickr.com%2Fphotos%2F22007612%40N05&data=04%7C01%7CNick.Howard%40jazzfm.com%7C38cef765bd6d4e4fab1308d8a371df74%7C0e79f3f34eeb48ed815e2876c379e863%7C0%7C0%7C637439056834445642%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C1000&sdata=MB5vHy3PY%2FjjlOUz2IpsCHZlmiUH67hJjCXvY5pUw58%3D&reserved=0) is licensed under CC BY-SA 2.0 (https://eur01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fcreativecommons.org%2Flicenses%2Fby-sa%2F2.0%2F%3Fref%3Dccsearch%26atype%3Drich&data=04%7C01%7CNick.Howard%40jazzfm.com%7C38cef765bd6d4e4fab1308d8a371df74%7C0e79f3f34eeb48ed815e2876c379e863%7C0%7C0%7C637439056834445642%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C1000&sdata=59tBRH814ZP0p6FQC9ul7qC1venhs2HqpRPJdmyjU5Y%3D&reserved=0) "Boris Johnson" (https://eur01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.flickr.com%2Fphotos%2F53797600%40N04%2F6996023785&data=04%7C01%7CNick.Howard%40jazzfm.com%7C38cef765bd6d4e4fab1308d8a371df74%7C0e79f3f34eeb48ed815e2876c379e863%7C0%7C0%7C637439056834445642%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C1000&sdata=D7LpkYPfm5Pj6pDLNckPnwVFR40i8PTCiKp%2FdKeEp%2Bs%3D&reserved=0) by BackBoris2012 (https://eur01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.flickr.com%2Fphotos%2F53797600%40N04&data=04%7C01%7CNick.Howard%40jazzfm.com%7C38cef765bd6d4e4fab1308d8a371df74%7C0e79f3f34eeb48ed815e2876c379e863%7C0%7C0%7C637439056834455594%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C1000&sdata=%2FX3%2F6JkwnqjFgTXfoRasGwvhYHv%2FRfpDRve87wgWwA8%3D&reserved=0) is licensed under CC BY-ND 2.0 (https://eur01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fcreativecommons.org%2Flicenses%2Fby-nd%2F2.0%2F%3Fref%3Dccsearch%26atype%3Drich&data=04%7C01%7CNick.Howard%40jazzfm.com%7C38cef765bd6d4e4fab1308d8a371df74%7C0e79f3f34eeb48ed815e2876c379e863%7C0%7C0%7C637439056834455594%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C1000&sdata=xKGv3g%2BOW%2F%2FK4Dvjy2z%2FHwFHZp9oxrjw31x3iyikS1M%3D&reserved=0) "24/05/2019 Audiência com o Presidente da República popular da China, Senhor Xi Jinping" (https://eur01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.flickr.com%2Fphotos%2F51178866%40N04%2F47945762521&data=04%7C01%7CNick.Howard%40jazzfm.com%7C38cef765bd6d4e4fab1308d8a371df74%7C0e79f3f34eeb48ed815e2876c379e863%7C0%7C0%7C637439056834465552%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C1000&sdata=mcgpDPfbPRn%2BaMvQ8BO1yBD0mEUJ6gzURCGJhaNbYFU%3D&reserved=0) by Palácio do Planalto (https://eur01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.flickr.com%2Fphotos%2F51178866%40N04&data=04%7C01%7CNick.Howard%40jazzfm.com%7C38cef765bd6d4e4fab1308d8a371df74%7C0e79f3f34eeb48ed815e2876c379e863%7C0%7C0%7C637439056834465552%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C1000&sdata=mD%2BSfcP0YoM%2B83s2%2Bg4txSrzV63lkCMiIfkclh1Lvr8%3D&reserved=0) is licensed under CC BY 2.0 (https://eur01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fcreativecommons.org%2Flicenses%2Fby%2F2.0%2F%3Fref%3Dccsearch%26atype%3Drich&data=04%7C01%7CNick.Howard%40jazzfm.com%7C38cef765bd6d4e4fab1308d8a371df74%7C0e79f3f34eeb48ed815e2876c379e863%7C0%7C0%7C637439056834465552%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C1000&sdata=FWbs82uxaFMIgBhChYM1hvYlVDFUir6YhyWq7jYflWk%3D&reserved=0)

Jazz FM Business Breakfast presenter Michael Wilson looks back on the big stories of 2020, and ahead to 2021 with OANDA Senior Market Analyst Craig Erlam, economist Frances Coppola, and Panmure Gordon's chief economist, Simon French. OANDA Europe Limited Accounts: CFDs are complex instruments and come with a high risk of losing money rapidly due to leverage. 77% of retail investor accounts lose money when trading CFDs with this provider. You should consider whether you understand how CFDs work and whether you can afford to take the high risk of losing your money.  This presentation is for general information purposes only and does not take into account your personal circumstances. It is not investment advice or an inducement to trade. Examples shown are for illustrative purposes only and may not reflect current prices or offers from OANDA.  You are solely responsible for determining whether trading or a particular transaction is suitable for you and for seeking professional advice.  OANDA Accounts in All Other Divisions: Leveraged trading carries a high degree of risk. Carefully consider your financial objectives, level of experience and appetite for such prior to entering this markets. You do not own, or have any interest in, the underlying asset. This presentation is for general information purposes. It is not investment advice. Examples shown are for illustrative purposes only and may not reflect current prices or offers from OANDA. Past performance is not indicative of future results and losses can exceed your investment. "Donald Trump" (https://eur01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.flickr.com%2Fphotos%2F22007612%40N05%2F8566727275&data=04%7C01%7CNick.Howard%40jazzfm.com%7C38cef765bd6d4e4fab1308d8a371df74%7C0e79f3f34eeb48ed815e2876c379e863%7C0%7C0%7C637439056834425731%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C1000&sdata=S%2FPWKfWZ9E0dVxGXlYbD%2BKP3PfpR7HprwRbRn46a4ew%3D&reserved=0) by Gage Skidmore (https://eur01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.flickr.com%2Fphotos%2F22007612%40N05&data=04%7C01%7CNick.Howard%40jazzfm.com%7C38cef765bd6d4e4fab1308d8a371df74%7C0e79f3f34eeb48ed815e2876c379e863%7C0%7C0%7C637439056834425731%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C1000&sdata=E3zTG%2FFQTCSttqgMS8qP%2Bf5E97iwmIkBfJ4ofbc9yFo%3D&reserved=0) is licensed under CC BY-SA 2.0 (https://eur01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fcreativecommons.org%2Flicenses%2Fby-sa%2F2.0%2F%3Fref%3Dccsearch%26atype%3Drich&data=04%7C01%7CNick.Howard%40jazzfm.com%7C38cef765bd6d4e4fab1308d8a371df74%7C0e79f3f34eeb48ed815e2876c379e863%7C0%7C0%7C637439056834435685%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C1000&sdata=onSdxnuAb%2BMuZCjPuqmhJZFPoY3%2FiNxFRWjp7UBmS5M%3D&reserved=0)

Lee Rochford, Chief Executive of Arrow Global, talks to Phil Dobbin, Rae Maile and Lara Rodriguez, Financial Services research analysts at Panmure Gordon, about the company's pivot to a capital-light asset management business model, its focus as a specialist credit investor, the characteristics and challenges of the asset class and the growth opportunity ahead.

The UK has suffered its biggest slump on record, under "unprecedented" conditions. We find out how business is going from Sarah Davis, director of a wedding venue, and Rob Brown, managing director of a company exporting specialist industrial lubricants to more than 90 countries. And we get wider context from Simon French, chief economist at Panmure Gordon. Also in the programme, millions of Americans face loss of benefits and eviction, after Congress failed to extend the CARES Act. The economic and human repercussions could be devastating, as the BBC's Ed Butler reports. Plus, adverts that track consumer behaviour through mobile phones could soon be coming to a billboard in Europe near you, as William Eccleshare, chief executive of advertising company Clear Channel, explains.

Nigel Terrington, CEO of Paragon Banking Group, talks to Rae Maile, Phil Dobbin and Lara Rodriguez, Financial Services research analysts at Panmure Gordon, about operating in the current crisis caused by the COVID-19 pandemic, the company's recent financial results, access to funding and the outlook on house prices.

Benoit Durteste, CEO of Intermediate Capital, talks to Rae Maile, Phil Dobbin and Lara Rodriguez, Financial Services research analysts at Panmure Gordon, about navigating through the current crisis, the risks in potential investments, valuing current investments and how to find investment targets.

Keith Skeoch, Chief Executive of Standard Life Aberdeen, talks to Rae Maile, Phil Dobbin and Lara Rodriguez, Financial Services research analysts at Panmure Gordon, about what the economic recovery will look like, potential moral hazard for refinancing companies, the opportunity for active management, ESG's role in the current environment, the future of the wealth business and Standard Life Aberdeen's balance sheet.

Malcolm Le May, CEO of Provident Financial, talks to Rae Maile, Phil Dobbin and Lara Rodriguez, Financial Services research analysts at Panmure Gordon, about Provident's capital and liquidity position, its regulatory capital, spending by Vanquis customers, growth opportunities during recovery post-Covid-19 lockdown and future dividend payments.

Ben Lofthouse, manager of Henderson International Income Trust, talks to Simon French, Chief Economist at Panmure Gordon, about the fund's focus on dividend yields, gearing, new trends and the trust's priorities.

How are banks dealing with the market chaos caused by coronavirus and the new oil price war? Also, Bob Diamond has appointed his flamboyant former right-hand man at Barclays, Rich Ricci, as chief executive of Panmure Gordon, the lossmaking UK stockbroker he bought two years ago. What are the two musketeers now up to? And we also hear from special guest Katie Murray, chief financial officer of RBS. Contributors: Host, Matthew Vincent, regulation correspondent, Stephen Morris, European banking correspondent, Laura Noonan, US banking editor, and Nicolas Megaw, retail banking correspondent. Producers: Andrew Georgiades and Breen Turner. See acast.com/privacy for privacy and opt-out information.

New BP chief executive Bernard Looney has stamped his authority on the company in his first month in the job, committing to getting the oil and gas supermajor to net zero carbon emissions by 2050. To do this, he will do away with the longstanding upstream and downstream divisions, although this is just about the only concrete detail available. In any case, this commitment marks a major change for the industry. We've brought in Panmure Gordon analyst Colin Smith to talk radical change in oil and gas, virtue signalling and the Looney revolution. See acast.com/privacy for privacy and opt-out information.

Jean Roche and Andy Brough, co-managers of Schroder UK Mid Cap Fund plc, talk to Simon French, Panmure Gordon Chief Economist, about how they find companies with strong growth prospects, the impact of low bond yields on their investment approach, the quality of corporate accounting in the UK market in light of high profile corporate collapses and future trends.

Gervais Williams, Head of Equities at Premier Miton, talks to Simon French, Chief Economist at Panmure Gordon, about the outlook for the global economy, UK financial markets and sustainable and socially beneficial investments.

For the second episode of our new podcast series Moving Averages, we are very pleased to release an interview with Panmure Gordon's Chief Economist Simon French. Prior to joining stockbroker Panmure Gordon, Simon French worked for the UK Government, holding positions including Senior Economist and Chief of Staff to the UK Government COO. The subject of the podcast is a new piece of research written by Simon French for Panmure Gordon titled "Cheap like the budgie or a canary in the coal mine?", that looks at the UK equities market and why it is currently undervalued. The episode also touches on the post-Brexit referendum landscape, the current state of UK valuations, real wage growth and the country's near and long term economic outlook. The interview was conducted by economist Scott Evans, who has held positions such as First VP of Research at Merrill Lynch & Head of Equity Research at Espirito Santo, and is the co-author of the Numis Smaller Companies Index.

Randgold Resources (RRS) operates in countries most international businesses avoid, exercises no control over the price of its one product, and pays a smaller dividend than several of its peers. Despite this, it is one of the most expensive stocks in the FTSE 100.For this special podcast, Investors Chronicle reporter Alex Newman tries to uncover the allure of this gold miner, and gold investments in general. Featuring Randgold chief executive Mark Bristow, Panmure Gordon commodities and mining analyst Kieron Hodgson, and Alistair Hewitt, head of market intelligence at the World Gold Council.Produced by Alex Newman, with music from Blue Dot Sessions. See acast.com/privacy for privacy and opt-out information.

Panmure Gordon Chief Economist Simon French says there is no chance the BoE would raise rates tomorrow in response to a higher inflation. He adds “The BoE will sit tight during the Brexit negotiations period, i.e. at least for 2 years”. Listen to the full segment as French explains, there is no incentive for an interest rate move for at least 2 years and shares his view on the UK house builders, broader markets and politics. #BOE, #interestrate, #monetarypolicy, #macro, #economy, #UK, #fundamentals, #macro, #finance

Panmure Gordon Senior Market Commentator David Buik talks about the Friday’s UK election debacle and what it means for the UK and the EU. The segment is hosted by Tip TV Presenter Zak Mir. Key points Hard Brexit isn’t pragmatic; the mandate for Hard Brexit isn’t there now An olive branch should be immediately handed out - David Davis agrees that 3 million EU immigrants should be allowed to stay and that the million UK passport holders should be allowed to remain in the EU without delay The lack of investment in the UK is a bigger problem EU is in a much stronger position, but still has got problems of its own #Brexit, #UK, #politics, #macro, #markets, #trading, #investing, #fundamentals

“Most businesses associate the Conservatives with a free market doctrine, but that has been seriously challenged by the Conservative manifesto advocating an energy price cap”, says Simon French, Chief Economist at Panmure Gordon. So will the business leaders stand behind the Conservatives tomorrow? French says the voters have a poor choice. It is essentially a battle between lower spending, lower taxes (Conservatives) vs. higher spending, higher taxes (Labour). Going by the polls, French still expects a Conservative majority. Listen to the full segment for French’s view on UK growth and inflation. #UK, #elections, #Conservatives, #Labour, #politics, #economy, #macro, #fundamentals

The PM May’s promise to protect gas and electricity customers from "sudden and unjustified" rises will be part of the Tory manifesto. Mrs May believes the proposed measures could "save families on poor value tariffs as much as £100". David Buik, Senior Market Commentator at Panmure Gordon says the whole idea of putting a cap on the energy bills is ludicrous. Listen to the full segment for Buik’s full take on PM May’s utility bill caps and ‘Macron’omics. Buik is joined by Tip TV’s Zak Mir and Brand Communications CEO Alan Green. #UK, #energy, #TheresaMay, #economy, #macro, #fundamentals, #investing, #trading, #markets

Chief Economist, Simon French, tells Tip TV that the Bank of England may pare its inflation expectations slightly this Thursday owing to the weakness in the commodities, oil and strength in the GBP. Key quotes: China reflated its economy via monetary stimulus and weak Yuan - The sugar rush is now fading and that is weighing over the commodities and the equity markets US congress is very hawkish on the deficit, hence Trump’s tax reform could be a watered down version of the original plan Commodities are looking for their next leg higher. The revival partly depends on whether the OPEC extends its output cut deal for 6 months Brexit is a sideshow for now. The focus is likely to be on Thursday’s UK data dump - industrial production, trade balance and the Bank of England’s (BOE’s) Quarterly Inflation Report (QIR) #BOE, #centralbanks, #UK, #inflation, #indicator, #economy, #fundamentals, #macro, #markets, #investing, #trading

Rumours were doing the rounds back in March that ExxonMobil is eyeing the takeover of BP. One may think that with the end of the Deep Water Horizon $40 billion nightmare, BP would be a soft takeover target. David Buik, Senior Market Commentator refers to the idea of BP take over as the “Bridge gone too far”. Buik talks about BP’s return to profit, French elections and tough task ahead for PM May. Listen to the full segment for more info on why BP is still not a soft takeover target even for the likes of ExxonMobil. #ExxonMobil, #BP, #stocks, #equities, #trading, #investing, #fundamentals, #macro, #US, #UK, #Europe, #EU

Don’t get too excited by the spike in the stocks is the message that comes through after watching this segment. Panmure Gordon Senior Market Commentator David Buik says, “this is a relief rally, devoid of any logic - it’s a great relief for an old pensioner, but I know it's not going to last”. Buik also squashes argument that Macron would deliver sweeping reforms/changes and call is ludicrous. “France does not like change of any shape, size or description”, he adds. Listen to the full segment to hear Buik’s take on Trump’s tax overhaul plans, and what one can expect from the ECB and the BOJ this week. #equities, #stocks, #markets, #trading, #investing, #fundamentals, #macro, #economy, #France, #UK, #politics, #US

Simon French, Chief Economist at Panmure Gordon, sees GBP/USD trading in the range of 1.20 to 1.30 over the Brexit negotiation period as gains due to strong order book are likely to be countered by Brexit uncertainty. Listen to the full segment as French takes a detailed look at UK elections and key takeaways from IMF’s bullish forecast on the UK economy. #Cable, #GBP/USD, #Pound, #forex, #currencies, #trading, #fundamentals, #macro, #economy, #UK, #Brexit, #investing

David Buik, Senior Market Commentator at Panmure Gordon talks to Tip TV Presenter Zak Mir about PM May’s decision to go for a snap election, the resulting sell-off in FTSE 100 and rally in the Pound. David also shares his view on the French election. Buik isn’t surprised by the drop in the FTSE as he believes the mining-heavy index is fully valued. He adds, “The record high on the FTSE 250 indicates the UK is ready to do business”. When it comes to the French election, Buik belongs to a minority who believe Le Pen could come out victorious. Listen to the full segment for more info on whether the EU could actually break-up well before the conclusion of the Brexit negotiations. #FTSE100, #FTSE250, #indices, #UK, #equities, #trading, #Pound, #GBP, #GBP/USD, #currencies, #markets, #macro, #fundamentals, #France, #EU, #LePen, #elections, #investing, #trading

Equity markets have remained remarkably resilient following US air strike on Syria. The situation could especially get ugly when it comes to dealing with North Korea. However, the calm in the markets is eerie. This makes us wonder whether the equities are the new safe haven asset. David Buik, Senior Market Commentator at Panmure Gordon talks to Presenter Zak Mir about the US-Syria issue, limited scope of Russian response and the real threat - North Korea. Listen to the full segment for Buik’s take on the Trump-Xi meeting, geopolitical risks and the behavior of the financial markets. equities#safe haven#UK#trading#investing#US#Syria#Russia# China# geopolitics#markets#macro#fundamentals

Panmure Gordon Senior Market Commentator David Buik talks about the importance of the Trump-Xi meeting, the need for Trump being pragmatic while dealing with Xi on the trade front and lists key things that could affect the stock markets in the second quarter. Buik’s watch list for Q2- Trump needs to deliver on fiscal front/convince markets that ‘Yuuuge’ tax cuts and infrastructure spending is in the pipeline S&P earnings are likely to be up 11% on average for the second quarter. Anything lower than that would be bad news Will the Fed follow through with another rate hike? markets#trading#Trump#Xi#economy#macro#fundamentals# stocks#equities#valuations#China#UK#Europe#earnings

UK PM Theresa May is set to trigger Article 50 of the Lisbon Treaty at the end of the month. That would mark the beginning of the two-year long divorce process from the EU. The question on everyone’s mind is if the M&A boom/inward investment will dry up during the two-year period. To add to this, the economy also faces the risk of Scottish referendum. Simon French, Chief Economist at Panmure Gordon joins us to discuss the impact of the uncertainty in the M&A space and economy as a whole. French says the more clarity (regarding Brexit deal) the more there will be the change in behaviour of consumers and business and vice versa. #UK, #M&A, #investments, #economy, #fundamentals, #macro

David Buik, Senior Market Commentator at Panmure Gordon explains why the Scexit - Scotland’s potential exit from the UK - is the precipice of economic despair and penury. People who support Brexit, but are against Scexit are being referred to as hypocrites. Buik says the two are totally different issues as Scotland’s economy wouldn’t gain much out of Scexit. Key quotes: Marine Le Pen is getting stronger due to political developments elsewhere Dutch Elections: Mark Rutte has done enough to remain as the PM Fed rate hike a done deal #Scexit, #Scottishreferendum, #politics, #economy, #UK, #Fed, #interestrates, #centralbanks, #Dutchelections, #macro, #fundamentals, #markets, #trading

Deutsche Bank ditched the original turnaround plan and approved new measures - plans to raise about $8.5 billion in a share sale, selling a piece of the asset-management business and abandoning the sale of the consumer-banking unit. Panmure Gordon Senior Market Commentator David Buik joins us to discuss whether these measures will mark the turnaround in Deutsche Bank’s fortunes. Also discussed is whether Trump would make America wait for a long time as congress is unlikely to approve the watered down version of banking regulatory acts. For Buik, UK Budget is as good as a non-event. #DeutscheBank, #Banks, #Germany, #UK, #US, #Trump, #UK #Budget, #macro, #fundamentals, #markets

LSE-Deutsche Boerse deal is almost dead. Did European regulators torpedo the merger of the continent’s two biggest exchanges? Or did UK politicians play the spoil sport? Panmure Gordon’s Senior Market Commentator David Buik sheds light on what could have gone wrong in the LSE-Deutsche Boerse deal. He says, “Both bourses are still very strong stand alone possibilities and both could merge with other counter parties - NASDAQ, ICE/NYSE and CME.” Buik adds, “CME liaison with the LSE would offer greater scope to other international futures and derivative markets” and thus would strengthen London’s appeal. Buik also talks about government’s new rules on personal injury claims.

Panmure Gordon, Senior Market Commentator, David Buik says it is ludicrous on the part of Chairman Douglas Flint to have blamed the vagaries of BREXIT, Donald Trump and the French election on HSBC’S indifferent performance. Weak Pound didn’t help HSBC either, nor did its strong Asian base came to the rescue. Also discussed in the segment is the earnings preview for other UK banks and Snap’s IPO road show in London. #HSBC, #SnapInc, #banks, #earnings, #UK, #Lloyds, #fundamentals, #macro, #investing, #trading, #equities

Panmure Gordon Senior Market Commentator David Buik dissects January’s UK consumer price inflation data, which stood at the highest level since June 2014 (at 1.8%), but narrowly missed the estimate of 1.9%. Buik also presents his take on Rolls Royce, which posted an expected kitchen sink’ set of numbers. Buik says, in the last 3 years Rolls Royce shares have fallen 42%, but are up 20% in the last year… so the recovery has happened, but the road ahead still looks bumpy.” The segment concludes with Buik explaining what one may expect from Yellen testimony. The central bank chief faces a challenge of anticipating the fiscal plan from the ever predictable President Trump. Buik warns, “the repatriation money (following tax cuts) could go into the pockets of the shareholders rather than into the pockets of blue collar workers” #UK, #inflation, #macro, #CPI, #indicator, #fundamentals, #Yellen, #interestrate, #Trump, #RollsRoyce, #stocks, #equities, #trading, #markets, #investing

UK Universities Minister Jo Johnson has announced the sale of £4 billion worth of student loans owned by some 450,000 people. The move has been labelled as “economic illiteracy” and “privatisation through backdoor”. David Buik, Senior Market Commentator says the idea of $4 billion student debt sell-off is horrendous. Watch Buik discuss whether taxpayer would get a good deal this time… Also discussed in this segment is BP earnings and implication of banning Trump from speaking in Parliament. Buik says UK needs the support of the world’s strongest economy and whether we like it or not, Trump is the President. #studentdebt, #UK, #economy, #macro, #politics, #Trump, #BP, #stocks, #earnings, #equities, #trading, #markets

BOE Super Thursday is here… Simon French; Chief Market Economist at Panmure Gordon is of the opinion that the BOE is unlikely to raise rates significantly over the next two-three years. He does talk about the risk of BOE eventually being forced to raise rates by 25 bps (reverse August move) if inflation continues to rise at a faster rate, but adds that a 25 bps rate hike is unlikely to derail the housing market. Forex forecasts: French says a hint of an August rate cut reversal could send Cable higher to 1.30. US dollar - No signs of trend reversal but the current move is merely a retracement of the ‘Trump Trade' #BOE, #inflation, #housingmarket, #interestrate, #centralbanks, #GBP/USD, #Sterling, #GBP, #USD, #USdollar, #forex, #currencies

“The fact that Trump is behind us gives the UK some momentum”, says David Buik, Senior Market Commentator for Panmure Gordon, while explaining the dynamics of Trump-May relationship. While talking about the BOE Super Thursday, Buik says the bank is likely to upgrade GDP forecasts and acknowledge that inflation could rise to 2.7% by the end of 2017. Buik explains a situation in which the BOE could be forced to raise rates. #inflation, #UK, #US, #Trump, #Brexit, #May, #economy, #macro, #fundamentals, #indicator, #markets

Claims Supreme Court judges who ruled Parliament must vote on Britain's exit from the EU were "Pro-Europe" are being dismissed by one of the UK's top financial commentators. Panmure Gordon's David Buik says the criticism is "unjustified". But he's warning the democratic process means "Brexit must happen". Also discussed: The BT Italy Scam and Bernie Ecclestone retires as F1 chief. David Buik is joined by Tip TV's Zak Mir and presenter Jenny Hammond.

Simon French, Chief Economist at Panmure Gordon believes Draghi could strike a slightly upbeat tone and may be forced to look into his tool kit later this year owing to geopolitical risks presented by German, French, Italian elections. Forget what may happen in the first 100 days of Trump Presidency, the President-elect could rock the boat via his actions in the first 100 hours itself. Take note of the three things that French believes Trump could do against China… those could derail the record stock market rally. #ECB, #Trump, #inflation, #indicator, #economy, #macro, #politics, #elections, #China, #tradewars

Donald Trump promised UK-US trade deal 'very quickly' in an interview with Michael Gove. However, David Buik, Senior Market Commentator for Panmure Gordon believes a quick UK-US trade deal is unlikely, but adds further that Trump's positive outlook will give UK PM Theresa May a little bit of impetus during negotiations with the EU. Listen to the full segment to know Buik's view on Trump's interview with Michael Gove, Theresa May's speech and Hard Brexit. #Trump, #TheresaMay, #politics, #EU, #US, #macro, #hardBrexit, #markets

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: David Buik, Market Commentator at Panmure Gordon & Co. in London, on UK and Euro markets, and the UK Prime minister succession balloting.

Panmure Gordon's Simon French sits down to discuss the odds of a "Brexit" vote on Bloomberg Surveillance with Tom Keene and Michael McKee. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Panmure Gordon's Simon French discusses central bank policy outlook with Tom Keene and Michael McKee on Bloomberg Surveillance. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Panmure Gordon's Simon French weighs in on the BOE decision and the impact Brexit may have on monetary policy on Bloomberg Surveillance with Tom Keene and Michael McKee. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com