Listen to Steve Murray, #CEO of Chesnara Plc, talk with Abid Hussain, #Insurance #Research Analyst
Panmure Gordon, on their recent #podcast about Chesnara Plc and the insurance industry here:
vimeo.com/manage/videos/…
#panmuregordon #investmentbank #chesnara

Small Cap UK announces the Nominees for Analyst of the Year. Congratulations to Julie Simmonds Panmure Gordon, Kai Korschelt Canaccord Genuity, Jessica Pok CFA Peel Hunt, Chris Donnellan Cenkos Securities plc, Mark Brewer @finnCap, Adrian Kearsey Panmure Gordon & Ed Thomas Liberum

My thoughts in today’s ⁦The Times and The Sunday Times⁩ on what April’s hot core inflation may mean for the U.K. rate outlook: “Hoping for the best on inflation may be the only strategy left for homeowners”

thetimes.co.uk/article/4e1142…

The unobserved counterfactual. U.K. energy bills for 2023 were on track (mid 2022) to be >£6000/yr for average hhld. Avoiding this was part luck (warm European winter), part behavioural change (🔽consumption), & part impressive supply response (storage & production). Prices work.

The spread between the UK's headline inflation rate & wider G20 actually contracted in April from 440bp to 330bp. But core CPI (ex food & energy) has taken over as the major concern. Labour supply constraints & potential new EU import frictions in late 2023 fuelling these worries

Worryingly the UK's 10Y sovereign yield is now is now the highest in the G7. This didn't even happen during the #minibudget in late 2022. On one level this reinforces Sunak/Hunt concerns at the time over inflation & juicing demand, but for this to happen on their watch is awkward

Abid Hussain, Panmure Gordon's #Insurance #Research Analyst, sat down with Steve Murray, #CEO of Chesnara Plc, to talk about a range of topics including why he does not feel the need to splash out on larger #MandA . Full #podcast : vimeo.com/manage/videos/… #panmuregordon

Encouraging fall in UK CPI inflation to +8.7% (10.1% prev.) but big move won’t come until July when Energy Price Cap moves down to ~£2,000 & outright household energy price deflation. Enough for a pause in BoE hikes? Not on April CPI data as looks on path to ~4% by year end

The UK food price inflation story almost needs to understand why it was so slow to get going (2020/21) as much as the degree it has caught up with its peers. Overall since 2016 (because all UK macro has to start in 2016...) food prices have moved higher than the US has seen, and

It’s almost as if my bees knew it was #WorldBeeDay 🐝 A brand new virgin queen in the apiary today - wings not even hardened.

#Thankyou to One Advisory for inviting Panmure Gordon to play in the City 5-a-side #tournament last Friday. 16 teams from across the Square Mile competed in total, with drinks and networking following the matches. #panmuregordon #investmentbank #social #football

Are UK #Pensions risk averse and are they investing in the growth areas that other pensions are?

Panmure Gordon's Chief Economist @shjfrench joins us to discuss: ow.ly/eQh150OtfXc

#Pharming $PHAR #Mediscienceawards2023
Sijmen De Vries van Pharming Group op de shortlist voor CEO van het jaar 2023
Mediscience Awards 2023 Panmure Gordon

Congratulations to those shortlisted for the CEO of the Year sponsored by Panmure Gordon-Yamin 'Mo' Khan hVIVO, Gunilla Osswald BioArcticAB, Miroslav Reljanovic Ergomed, Adam Steensberg @ZealandPharma, David Veitch Basilea Pharmaceutica,
Sijmen De Vries Pharming Group NV

BAT chief Jack Bowles step down with immediate effect
thetimes.co.uk/article/0fd5e5…

Ashley Kelty, Oil & Gas Research Analyst Panmure Gordon, spoke with interactive investor (ii) about the 'Impact of climate change on the oil industry'. youtube.com/watch?v=qpxMGV…
#panmuregordon #investmentbank #research #oil #gas #energy #climatechange #oil industry

March 2023 marked the 22nd consecutive month of outflows for the UK market.

While valuation discounts in the market have been well-documented for some time, our broker Simon French, Panmure Gordon, explains why the UK is currently well positioned from a valuation perspective 👇

#Tobacco #Research written by Panmure Gordon's Tobacco Research Analyst, Rae Maile, was used by Alex Ralph, Chief Business Correspondent The Times and The Sunday Times, in his article 'BAT chief Jack Bowles step down with immediate effect'.
thetimes.co.uk/article/bat-ch…. #panmuregordon #investmentbank

Civitas Social Housing agrees takeover by Hong Kong property developer bit.ly/3BbWF91 #socialcare Panmure Gordon Liberum Clifford Chance Cadwalader

1.8m followers of something that purports to be statistics. Absolute weapons-grade nonsense.