{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"The Boardroom Path","title":"Strategic Risk Management for Boards: UK Economy, Capital and Growth with Simon French","html":"","width":"100%","height":180,"duration":3046,"description":"How should boards be thinking about risk, capital and growth when the UK economy is structurally constrained and the geopolitical landscape is shifting beneath their feet?In this episode of The Boardroom Path, host Ralph Grayson speaks with Simon French, Chief Economist and Head of Research at Panmure Liberum, about why macroeconomic awareness is no longer optional for board directors. They explore the structural challenges facing UK PLC, from the rationing of energy, capital and land to a labour market squeezed by rising on-costs and the early disruption of AI, and why boards need to reframe risk as an enabler of growth rather than something to be feared.With UK 30-year gilt yields recently hitting 5.787%, their highest level since 1998, and political uncertainty mounting ahead of the May elections, Simon explains why patient capital and strategic boldness could unlock a significant revaluation opportunity for UK assets. From the legacy of Brexit and the defence spending pivot to the competing forces of AI-driven disinflation and geopolitical fragmentation, this conversation offers a clear-eyed roadmap for NEDs navigating an increasingly complex operating environment.Simon French: Simon French is Managing Director, Chief Economist and Head of Research at Panmure Liberum, one of the UK's leading independent investment banks and the largest adviser to UK-quoted companies. He produces market-leading and II/Extel top-ranked economic analysis and is a member of the firm's Senior Leadership Team. Before joining Panmure Gordon in 2014, Simon spent twelve years as an economic adviser in the UK Civil Service, serving at the Department for Work and Pensions, the Cabinet Office and HM Treasury. He holds undergraduate and postgraduate degrees in Economics and Finance from Durham University and is a member of the Government Economic Service and the Society of Professional Economists. Simon has a fortnightly column in The Times and is a regular contributor to BBC TV and...","thumbnail_url":"https://img.transistorcdn.com/G1uU7T2K5h04MQMPyxv_eCIOS7fQfv5ldjQOH6K6dHU/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS80MzQ1/YWYwZWI5NzIzMmIz/NzEyYWJiNTJhZGEy/NTUzOC5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}