The Consequences of the Budget with Simon French & Thomas Moore
On the 27th of November, I had the good fortune to speak with a friend of the pod, Simon French, Head of Research at Panmure Liberum, and Thomas Moore, Senior Investment Director at Aberdeen, to discuss the UK Budget and its implications.
Simon, who writes a regular column in the Times, is a go-to person on the UK economy, and Thomas is steeped in experience and understanding of the value and income attractions of UK equities, with a long and successful track record of managing the Aberdeen Equity Income Trust.
We had a great chat and distinguished the essential differences between the UK economy and the UK market. But also at the risk of mansplaining, they also identified what more needs to be done for the UK economy to deliver growth and, importantly, to make UK assets more attractive to global capital.
But of course, none of what you are about to hear is any kind of advice, but just for your information and hopefully entertainment. Please take personal financial advice before investing a penny of your money into these crazy markets.
And with that said, please enjoy my conversation with Simon French and Thomas Moore.
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