Industry news and views from Panacea and our partners.
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Charles Stanley: Navigating the Complexities of MPS: A Comprehensive Guide for Financial Advisers
Effective integration of an Managed Portfolio Service (MPS) into an advice practice requires strategic planning and ongoing management.
Pictet: Catching fallen angels
When corporate bond issuers suffer downgrades, opportunities open up for investors prepared to take the long-term view.
Upfront: Scottish Mortgage update and China Q&A
Join host Cherry Reynard on Wednesday 25 June at 10.30am for the next episode of Upfront, Baillie Giffords live investment show. Packed with up-to-date topical insights and a live Q&A.
Rathbones Asset Management - The Sharpe End podcast: Beauty's in the eye of the bondholder
This month the multi-asset investing team talk all things big and beautiful not a remake of the hymn but President Trumps new budget bill. Deemed by some as more generous to taxpayers great than small, Elon Musk thinks its by no means wise and wonderful
Artemis: How to invest if you really want to buy British
The FTSE 100 may be our flagship stock market, but it offers relatively little exposure to the domestic economy. If you really want to push up your exposure to the UK, Artemis William Tamworth recommends looking down.
T.Rowe Price: Beyond sequencing risk: Dynamic withdrawals for retirement
One of the most pertinent investment risks that retirees face is sequencing riskthe danger that poor market conditions early in retirement will deplete their wealth at a faster?than?expected rate as low or negative returns coincide with portfolio withdrawals.
T.Rowe Price: Safe havens in 2025? It's a complicated relationship
During times of market turmoil, investors regularly seek comfort and stability in safe-haven assets like gold, U.S. Treasuries, and the dollar. But in 2025, the relationship is complicated. One moment safe havens are the ultimate source of security; the next, theyre betraying expectations.
Baillie Gifford: Navigating retirement: combating sequencing risk
Baillie Gifford Investment specialist, David Rolland, explores how the timing of market returns can drastically affect retirees' financial outcomes, even with identical portfolios.
Aberdeen: RSMR reviews our Equity Enhanced Index Range
Find out why top investment research company RSMR rates our Equity Enhanced Index Range in a new video presented by Investment & Research Manager Richard OSullivan.
Fidelity Adviser Solutions: 12 security-related questions to ask your platform partner
Fraud and cybersecurity breaches can put a whole firm at risk and keeping clients' data and assets safe is a major concern in today's world. To help you with your due diligence, Fidelity Adviser Solutions have created a checklist covering 12 security-related questions they recommend you ask your platform partner. They have provided our answers for each of these important areas.
Artemis: US equities: Assessing the One Big, Beautiful Bill
Trumps One Big, Beautiful Bill has narrowly passed its first hurdle in the House of Representatives. Artemis Chris Kent explores the implications of the wide-ranging bill as it makes its way through the Senate.
Rathbones Asset Management - In The KNOW blog: Active investors care whats in a portfolio, passive investors only care about how its held
Would you choose a new car based on how much its price has risen in the past couple of years? Head of multi-asset investments David Coombs asks why so many are happy doing this with their life savings.
PIMCO's Secular Outlook Webcast
A long-term view brings valuable perspective. Join our live webcast on June 11th to take a step back and explore the global economic outlook for the next five years.
Charles Stanley: The Impact of MPS on Client Outcomes: Enhancing Financial Planning and Investment Strategies
Managed Portfolio Services can significantly enhance client outcomes, however, advisers must do their due diligence when selecting their MPS provider.
Charles Stanley: Maximising Returns with our Managed Portfolio Service: Strategies & Tips
Managed Portfolio Services (MPS) have become increasingly popular among investors seeking to optimise their returns while minimising risks.
Charles Stanley: Post-pandemic tourism boom continues
The boom for the tourism sector continues, but what are its prospects should Donald Trumps trade war continue to hit consumer confidence?
Charles Stanley: In times of uncertainty, embrace the only free lunch in investing: diversification
As we approach the half year point of 2025, Matej Lovrenovic shares his views on latest economic developments and what Trumps tariffs could mean for markets.
BNY: Fixed income: a systematic approach
Is high yield beta attractive? Should it be a core rather than tactical part of investment portfolios? Insight Investment head of fixed income specialists April LaRusse explains how a systematic approach can offer the potential for enhanced beta exposure to the asset class.
AXA IM: US high yield: Why the stigma of being a high yield company is not what it once was
In the decade and a half since the global financial crisis, regulatory changes and low interest rates have driven a structural evolution of the US High Yield (HY) market.
Pictet: BRICS+, US isolationism and the implications for the dollar
Washington's diminished role in the global economy will lead to a steady erosion of the US dollars status as a reserve currency.
Schroders: A snapshot of the world economy in May 2025
We present our latest growth forecasts amid easing tariff worries, rising US debt risks and ongoing domestic China weakness.
M&G Wealth: SMEs talking technically about planning for SMEs
19th June at 10am. In this Techy Thursday session, two of our Subject Matter Experts (SMEs) will talk about planning opportunities with Limited Company SMEs (Small / Medium Enterprises).
BNY: Global equity income: will history repeat?
High valuation and concentration risks appear to be driving an ongoing shift in equity market leadership, signalling a potential change in the dominant sectors of the market, argues Newton portfolio manager Jon Bell.
AXA IM: Investing for net zero: How fixed income investors can apply a sustainability framework
Investors have a vital role to play in securing a sustainable future for both people and the planet, by supporting the transition to net zero.
Pictet: Tilting away from the US
US policy is pushing investors to look beyond the US, a reallocation that is set to include private assets.
Schroders: Fund management needs to make the digital shift
AI, big data and distributed ledger technology can rewire the industry
BNY: Global credit: supported by fundamentals
Insight Investment head of fixed income specialists April LaRusse, assesses the potential impact of shifting patterns in the global economy on credit markets.
AXA IM: Fiscal Headaches
The US equity market saluted the concessions offered by the White House to China at the beginning of last week, although the overall tariff shock remains very large.
PIMCO: Income Strategy Update: Focus on Stability Amid Turbulence
We maintain a focus on resiliency as elevated yields within high quality fixed income continue to offer attractive opportunities.
MAN: Private Credit: Dispelling the Myths
We bust five myths about this burgeoning asset class.
BNY: Longevity and the rise of patient capital
Jon Bell, Portfolio Manager of Global Equity Income at Newton Investment Management explores the themes of patient capital and longevity, and why he believes the Global Equity Income fund could provide solutions to their challenges.
AXA IM: Too Many Open Fronts
A 50% tariff on EU products could precipitate the Euro area into a substantial recession, but the US may not be in as strong a position as the White House seems to believe, with the market and possibly public opinion reacting adversely to both the re-ignition of the trade war and doubts on the US fiscal trajectory.
PIMCO: Investing in High Quality Credit
CIO of Global Credit Mark Kiesel and Jason Duko, Portfolio Manager, discuss why active management matters in credit markets today and how the current environment is creating key investment opportunities for high quality bonds.
Pictet: Barometer: Cautious on equities as US flip-flops on tariffs
We remain underweight most developed market stocks as US tariff policy is still unclear but are more enthusiastic about emerging market assets.
MAN: Signs of the Times: Five Indicators of Regime Change
What are the quantitative signs that secular stagnation is over?
Schroders: The Value Perspective Podcast with Nick Train
This week we are joined by Nick Train, co-founder of Lindsell Train and a legendary figure in the investment world. Nick is the firms portfolio manager for UK equities and also jointly manages its global equity portfolios.
Pictet: Lessons from 40 years of company returns
Persistent pricing anomalies in equity markets open up opportunities for investors with methodical, quantitative approaches, according to analysis of 40 years of company returns.
PIMCO: Unlocking Attractive Return Potential in Asset-Based Finance
Jason Steiner, PIMCO Portfolio Manager, Asset-Based Finance, discusses the continued growth in asset-based finance (ABF) at this years Milken Institute Global Conference, including how we approach this broad market, where we see opportunities and risks, and how ABF can benefit investor portfolios.
Pictet: Investing in biodiversity: navigating nature-related risks and unlocking opportunities
Companies and investors are beginning to incorporate nature-related risks and opportunities in increasingly innovative ways.
Schroders: Global capital flows and the great rotation into emerging markets
Changes in US trade and foreign policy could be the catalyst that sees global capital shift away from US assets. Emerging markets are well placed to benefit from this given their robust fundamentals and attractive valuations.