logo
episode-header-image
Jan 2024
51m 13s

What 2024 Holds for the UK Economy with ...

Bloomberg
About this episode

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.

Up next
Nov 21
Why This Controversial Investment Trust Deal Has Riled Key Shareholders
<p>In this week&rsquo;s <em>Merryn Talks Money </em>market wrap, Merryn Somerset Webb and John Stepek sit down with Chris Clothier, Co-CIO of CGAM to discuss the proposed merger of two of the largest infrastructure investment trusts on the London market, HICL Infrastructure Compa ... Show More
26m 38s
Nov 19
Offshore Bonds: What They Are and Who They’re For
<p>Curious about how offshore bonds really work, and whether they&rsquo;re worth it? In this week&rsquo;s&nbsp;<em data-stringify-type="italic">Merryn Talks Your Money</em>, Merryn Somerset Webb sits down with veteran financial adviser Paula Steele, director at John Lamb Hill Old ... Show More
20m 47s
Nov 17
Jim Reid on Why Cash Is the Riskiest Investment of All
<p>Host Merryn Somerset Webb speaks to Jim Reid, head of Macro and Thematic Research at Deutsche Bank, to unpack why too much cash is risky over the long run and why starting valuations drive real investment outcomes. They dig into 200 years of data on equities versus cash, the r ... Show More
40m 34s
Recommended Episodes
Jun 2019
Draghi and Diversity
European Central Bank President Mario Draghi earned the ire of Donald Trump this week with his farewell speech at a major annual conference. Editor Paul Gordon was there at the prestigious gathering in Sintra, Portugal, and breaks down Draghi's comments with host Stephanie Flande ... Show More
31 m
Jul 2025
France In ‘Mortal Danger’, Ring-Fencing Shake Up, Prime Brokerage Rush
Your morning briefing, the business news you need in just 15 minutes.On today's podcast:(1) French Prime Minister Francois Bayrou proposed scrapping two national holidays, part of a drastic effort to repair public finances that’s set to unleash a parliamentary backlash in the fal ... Show More
19m 14s
Aug 6
Talking Heads – Setting a course for investing in the rest of 2025
With the second half of the year now well underway, what are the prospects for the major economies and financial markets as tariffs remain very much in the headlines? On our podcast, Chief Market Strategist Daniel Morris tells Andrew Craig, Co-head of the Investment Insight Centr ... Show More
8m 59s
May 2025
167. Should We Care That Indian Workers Won’t Pay National Insurance?
What are the numbers behind the new trade deal between India and the UK? Have the Conservatives lost all economic common sense? Will it matter to voters whether Reform UK’s economic policies are bonkers? Robert and Steph discuss these questions and more. We appreciate your feedba ... Show More
44m 3s
May 2025
How should central banks respond to US tariffs?
US tariffs have sent financial markets into a frenzy in recent weeks, but how much should central bankers be taking trade into account when setting monetary policy? To find out, Soumaya Keynes sits down with Bank of England Monetary Policy Committee member Swati Dhingra – one of ... Show More
26m 58s
Apr 2025
Kenneth Rogoff: Tariff Impacts, The Dollar's Future and Global Economic Shifts
What challenges lie ahead for the global economy in an era of rising tariffs and geopolitical tension? In this episode, Nicolai Tangen speaks with Kenneth Rogoff, renowned economist and co-author of the seminal book "This Time Is Different," about the shifting economic landscape. ... Show More
1h 9m
Aug 2024
Why Is GDP Rising? Are They Lying?
<p>On today’s show we are looking at something that is happening in the world of global commerce that is not making headlines and explains a lot of what we are seeing in economic reports. </p> <p>We have rising unemployment, and falling corporate revenues and earnings. But at the ... Show More
5m 34s
Aug 2019
U.S. Economy: Is a Long Shallow Recession on the Way?
Wharton’s Jeremy Siegel and David Rosenberg of Gluskin Sheff expect the Fed to cut interest rates in the coming year as the latest GDP report reveals some troubling trends. But they disagree on whether the slowdown will lead to a recession.<hr><p style='color:grey; font-size:0.75 ... Show More
28m 39s
Nov 2024
Talking Heads – Will US equities run much further, pause or stumble?
With the end of 2024 six weeks away and 2025 dawning with the promise of wide-ranging changes under a new US administration as well as further key interest rate cuts, what are the chances that US equities will continue to stand out? Andrew Craig, Co-head of the Investment Insight ... Show More
12m 20s
Nov 2023
Could a Housing Recession Take Down the U.S. Economy?
One year ago, it was a matter of conventional wisdom among experts that the U.S. was on the brink of a recession. They were wrong. The latest GDP report showed America’s real output growing at a 4.9 percent annualized rate. That's huge. But just as we zagged a year ago, when we c ... Show More
37m 1s