Industry news and views from Panacea and our partners.
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AXA IM: And into the second half
Market returns have been strong in the first half of 2025. It seems investor optimism - alongside consumer and corporate resilience - have together trumped (pardon the pun) both trade and actual wars.
MAN: Extreme Heat Fuels US Equity Market Volatility
We have found evidence of the existence of a climate factor in investing. And central banks hold firm as inflation concerns persist.
Schroders: What the oil price says about the Iran crisis
Financial markets' initial reaction to US strikes on Iran has been muted, with the oil price falling back after an initial surge. What does this tell us about the wider outlook?
PIMCO: Active Management Comes for Private Credit
As direct lending matures and other private credit areas expand, active investors can apply relative value strategies across sectors and even entire markets to pursue enhanced outcomes.
BNY: Are alternatives bouncing back?
In this video, Newton head of mixed assets investment Paul Flood outlines where he sees opportunities in alternatives after a tricky couple of years for the sector.
BNY: Trump volatility: a multi-asset perspective
In this video, Newton head of mixed assets investment Paul Flood reiterates why, in the wake of Donald Trumps Liberation Day, he thinks its about time in the market rather than timing the market.
Aberdeen: Celebrating three years of MyFolio Enhanced ESG Index
This innovative range has passed a key milestone. What explains its popularity with clients?
Pictet: 30 years of Thematics
We talk to Hans Peter Portner about how Pictet Asset Management developed the industry's leading thematic equities franchise.
Schroders: UK venture capital: why now for UK pensions
Venture capital is becoming a viable option for pension savers we explore the investment case.
PIMCO: Active Management Comes for Private Credit: In-Depth Investment Approaches
The playbook for private credit is changing as a maturing direct lending market creates opportunities for active, relative-value-oriented investors.
AXA IM: Who Will Buy US Debt?
Noises around Powells successor fuel further dollar weakness. As foreign investors generic discomfort with the US assets lingers, questions on who will be the next marginal buyer of treasuries are getting more urgent.
Charles Stanley: What investors need to know about Section 899 and how it could impact portfolios, tax planning, and treaty benefits.
What investors need to know about Section 899 and how it could impact portfolios, tax planning, and treaty benefits.
PIMCO: 3 Bond Myths Dispelled
Marc Seidner, CIO Non-traditional strategies, shares how investors should think about alpha opportunities across public and private credit markets amid the challenges of a fragmented global economy.
Schroders: How were using AI to enhance our investment edge in public markets
AI can create significant efficiencies in investment analysis. Pablo Riveroll explains how our equity and credit desks are using a variety of tools to augment their analysis, while Charlotte Wood discusses company-wide use of AI.
M&G Wealth: Loan Trusts Unlocked: A flexible IHT strategy for clients needing access to capital
17th July, 10am. Neil Macleod (Senior Technical Manager, M&G Wealth) ooks at the loan trust and how it can be used as a flexible solution to meet a client's IHT planning needs. CPD Accredited.
Aberdeen: Emerging market debt: A potential turning point?
Amid signs of revival and shifting global dynamics, a look at the compelling opportunities across high yield, local currency, and corporate emerging market bonds.
BNY: Comparing Concentration Risk Around the Globe
While some fear the S&P 500 is too concentrated in its top 10 stocks, our analysis tells us something different.
Schroders: We anticipate that returns across major asset classes will converge over the next five years. As a long-term investor, this presents you with an opportunity to reassess and refine your strategic asset allocation. Our experts share detailed forecasts and actionable recommendations.
Global conflict is familiar to most investors, but that does not stop a shocked reaction when a new flashpoint emerges. So here is some data that can help you keep a cool head amidst the tumult.
Pictet: Secular Outlook 2025: Five-year return forecasts for equities, bonds, currencies and alternatives
We anticipate that returns across major asset classes will converge over the next five years. As a long-term investor, this presents you with an opportunity to reassess and refine your strategic asset allocation. Our experts share detailed forecasts and actionable recommendations.
Aberdeen: Decent work: a framework for investors
At Aberdeen Investments, when analysing the alignment of potential investee companies with decent working practices, we define decent work as work that provides seven widely accepted key features
MAN: A Sustainable Future
Listen to Jason Mitchell discuss with Alex Grant, Equinor UK Country Manager, about the trade-offs required to achieve net zero.
AXA IM: Multi Asset Views - June 2025
Laurent Clavel discusses recent events in the market and how they are currently positioned across equities and fixed income.
BNY: What could Trump mean for global equity income?
In this video, Newton global income portfolio manager Jon Bell considers some of the forces shaping global equity markets 100 days into Donald Trumps second tenure as US president.
PIMCO: 4 Themes Defining Bond ETF Investing Today
New strategies, shifting flows, and innovative technologies are driving a more dynamic and diversified marketplace in fixed income ETFs.
Charles Stanley: Deal or no deal; are tariffs so yesterday?
Watch our 2025 MPS Webinar Series, updating you on our Managed Portfolio Services.
Pictet: A decline in the equity markets recent extreme concentration should provide more opportunities for skillful active managers to deliver excess returns above a benchmark.
We upgrade equities to neutral from underweight as falling interest rates and improving economic conditions in emerging markets offset uncertainty over US tariff policies.
Schroders: A resurgence in active management: the return of market breadth
A decline in the equity markets recent extreme concentration should provide more opportunities for skillful active managers to deliver excess returns above a benchmark.
AXA IM: Global Short Duration markets Outlook
Nicolas Trindade share our outlook for the short duration investment universe, how it has reacted to the recent higher levels of volatility and our positioning.
MAN: GOLD!
The gold price has almost doubled over the past three years. There is a poignant beauty in the path not taken. Should you take it now?
Charles Stanley: Has an AIM revival finally begun?
After a tough stretch for AIM shares, signs of life are returning with private equity interest, policy shifts, and resilient UK consumers all helping to turn the tide.
BNY Global Credit Fund Q1 2025 update
Watch a quarterly Fund update with April LaRusse: Head of Fixed Income Specialists at Insight Investment.
Pictet: Staple food makeover: functional and more sought-after
Basic, reliable and boring food staples are now the new darlings in the food industry.
Schroders: Our multi-asset investment views - June 2025
While economic uncertainty continues, recession risks appear reduced and the outlook for equities remains positive. Read more about our views on a range of asset classes here.
PIMCO: Fed Policymakers: Split Decision
We expect the Fed will resume gradual interest rate cuts later this year, depending on U.S. labor market trends.
Aberdeen: Short-dated credit: seeking a resilient income in a turbulent world
Investment-grade short-dated bonds have historically offered lower volatility and higher yields than cash. A smart move in uncertain times.
BNY: The U.S. Advantage: Higher Productivity
Lately, non-U.S. equities are outperforming the U.S. Is U.S. exceptionalism dead? Productivity growth tells a more positive story.
M&G Wealth: Loan Trusts unlocked: A flexible IHT strategy for clients needing access to capital
On this session, Neil Macleod, Senior Technical Manager at M&G will take a deep dive into:
Aberdeen: MyFolio Q2 Webinar
16 July at 10am. Join Aberdeen Investments for the next MyFolio quarterly webinar featuring Katie Trowsdale, Head of Client Investment Solutions, and Sree Kochugovindan, Senior Research Economist.
Positive Change Impact Report
What difference did companies make in the real world during 2024? From climate solutions to social progress, this annual impact report highlights how the companies the Baillie Gifford Positive Change Fund invest in address some of the worlds biggest challenges and build a more sustainable future. Capital at risk.
Scottish Mortgage Investment Trust: Back to Blue Sky and Base Rates
A decade on, Tom Slaters influential study on shareholder returns still holds true: just five per cent of companies deliver the exceptional returns that truly matter. His updated analysis shows why backing transformative businesses over 10-year horizons continues to separate winners from the crowd.