Conversations with Panmure Gordon

Simon French interviews Hugh Young manager of Aberdeen Standard Asia Focus (AAS) on his investment style and how the investment opportunities for his fund have evolved over his career.

Simon French interviews Richard Staveley, Investment Manager of Gresham House Strategic Plc (GHS) on his background, investment style and how the investment opportunities for his fund have evolved.

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 Aberde...

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.

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.