Industry news and views from Panacea and our partners.
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AXA IM: Harnessing the power of duration in global bond portfolios
Following the rise of global interest rates on the back of much higher inflation over the last few years, investors are now focusing on the expectation for lower official rates
MAN Group: Japan A Contrarian Bet?
Foreign investors may have abandoned Japan, but there may be opportunities in newly undervalued sectors.
PIMCO: Asset-Based Finance Explained
Wonder what asset-based finance is all about? Elliot Mcilrath, Product Strategist, Alternative Credit, demystifies the exciting evolution in private credit.
Schroders: Why trade tariffs should not matter to investors
The implications of Donald Trumps tariffs fall into the bucket marked important but impossible to predict.
Pictet: Barometer: Equities set for further falls as tariffs bite
As the effects of US import tariffs begin to emerge, we shift our stance on equities to underweight.
AXA IM: Breathing space
President Donald Trump fears triggering a major economic and financial market crisis.
M&G: Weekly market commentary - available now
The weekly market commentary from the investment experts at M&G Treasury & Investment office is now available for you to read and theres also a customer-friendly version to share directly with your clients.
MAN Group: Central Banks Fuel Gold Rally as De-Dollarisation Accelerates
Record gold buying by central banks signals shifting reserves and cracks in US dollar dominance.
PIMCO: How Effectively Can the U.S. Economy Untether From China?
The outlook for U.S. growth and inflation hinges on the ability of U.S. supply chains to pivot out of China fairly quickly, a process that wont be seamless.
M&G wealth: Multi-Asset Solutions quarterly update - April
On this event we discussed the recent developments in AI and the outlook for AI-related companies, delved into the tailored MPS and where we see advisers using this.
Pictet: Powering the future of economic growth: investment opportunities driven by the rise of AI
Data centres are at the forefront of driving energy demand in today's rapidly evolving technological landscape.
AXA IM: Robotech stories - Agentic AI: The next generation
The artificial intelligence (AI) story continues to develop apace, already showing its potential as a disruptive, multi-sector driving force behind diverse investment opportunities.
PIMCO: Challenges to Fed Independence
Although President Trump has said he has no intention of firing Fed Chair Powell, the Trump administration may be testing the laws underpinning Fed independence.
Pictet: Don't fear credit defaults
Misconceptions about defaults make investors wary of corporate credit. But bondholders are more than sufficiently compensated for taking on that risk, our analysis shows.
M&G wealth: Paraplanners Assembly 2025: A guide to investment bond essentials
How often do you recommend investment bonds compared to Individual Savings Accounts or General Investment Account for non-pension money these days?
PIMCO: The Fed Is in a Good Place But for How Long?
Fed officials remain patient, likely awaiting hard evidence of a weaker U.S. labor market before considering rate cuts.
AXA IM: Sustainability in the age of Trump: Expert insights for investors
May 20 2025 - 3:00pm. The new US administrations approach to environmental regulation marks a significant shift in sustainability policy. But what does this mean for investors? Join our experts as they provide insights into the evolving landscape of ESG investing, and its implications for investors and companies.
Scottish Mortgage Podcast: How are Horizon Robotics Driving the Autonomous Revolution?
Join the Scottish Mortgage Team as we sit down with Dr. Kai Yu, founder of Horizon Robotics, a pioneer in autonomous driving technology. Discover how this ambitious company is on a mission to create hands-off, eyes-off and minds-off self-driving capabilities globally.
Scottish Mortgage Quarterly Data Pack Q1 2025
From Revolut and BYD to NVIDIA and Amazon, find out which companies were bought, sold and reduced over the last 12 months in the Scottish Mortgage Investment Trust portfolio.
Fast fashion: investing for positive change
Baillie Giffords Nduka Amadi explores the companies providing sustainable solutions to reduce fast fashions environmental impact. Capital at risk.
Artemis: Webinar: Whats beyond buybacks for UK equities?
UK companies have been buying back shares at a remarkable rate over recent years. While this has been welcomed by UK shareholders, the Artemis Income team believe the UK market has far more to offer.
Fidelity Adviser Solutions: Can clients have their cake and eat it?
Retirement decumulation planning is usually presented as a binary decision the flexibility of drawdown or the certainty of a lifetime annuity. But is there a special alchemy when the two solutions are combined? Hybrid or integrated solutions havent yet gained significant traction but analysis suggests it may provide additional benefits to clients.
Fidelity Adviser Solutions: State Pension helping your client conversations
The State Pension is an important consideration when managing a clients retirement income. In both our client-friendly and practitioner technical guides we examine the differences between the old and the new State Pensions and the options open to clients should they wish to boost their entitlement.
Fidelity Adviser Solutions: Capital Gains and Investment Accounts
At face value, calculating the gains or losses on an investment seems a relatively straightforward process. In reality, it can be quite complicated. In this video, Fidelity Paul Squirrell covers the methodology for performing these calculations as well as how to establish whether any tax is payable and, if so, how much.
T.Rowe Price: Adapting to structural market changes
The main theme of the first quarter of 2025 was rotations. Previous leadership of U.S. large-cap growth stocks came under assault in response to tariff announcements and U.S. policy uncertainty. The market priced in policies that included a shift in European defense spending from the U.S. to Europe, federal government employment cutbacks in the U.S., and an acknowledgment from President Trump that he is willing to endure short-term economic pain for potential long-term economic gain.
M&G Wealth: Outlook on the markers and PruFund monthly update
With recent headlines about Trump's tariffs impacting the markets, it's crucial to stay informed and prepared. Watch the recording and listen to M&Gs investment experts and gain valuable insights to help your clients navigate these turbulent times.
Charles Stanley: The IMF spells out the price of tariffs
The International Monetary Fund has cut its forecasts of global growth after assessing the impact of Donald Trumps trade war, but it thinks the world can avoid a recession.
Charles Stanley: Earth Day: Our Power, Our Planet
The 22nd April marked world Earth Day, which celebrates its 55th anniversary in 2025. Nick Bowskill, Analyst, looks at its history and the importance of this years theme in the fight against climate change.
Charles Stanley: How to deal with tariff turbulence
Markets are moving fast in response to US tariffs that stand to reconfigure global trade.
Charles Stanley: Subdued UK growth ahead
Growth is going to remain well below where the government wants it to be and subject to domestic and international pressures that are unhelpful.
Scottish Mortgage Portfolio Update Q1 2025
Investment Specialist Hamish Maxwell delivers a portfolio update, including observations on recent volatility, a deep dive into two key long-term growth trends, and updates on latest transactions.
Schroders: "Liberation Day": inflation up, growth down with a huge dollop of uncertainty
Trumps plans would lift tariffs on US imports to over 25%, delivering a shock rise in prices and a brake on growth. How much of this threat can be negotiated away?
PIMCO: Policy Volatility and Market Implications
Recent market turbulence underscores a shifting global outlook as tariffs usher in a new economic era.
Pictet: The twin sell-off that signals a break with the past
Why the simultaneous decline in Treasuries and the US dollar is a warning sign for investors.
Schroders: Our multi-asset investment views - April 2025
We have moved to negative on US equities as President Trumps tariff policies are stagflationary for the US. Read more about our views on a range of asset classes here.
AXA IM: Canada election preview A reversal of fortune for the Liberals
Canadas political fortunes have been on a rollercoaster ride since late 2024 and will culminate at the countrys Federal Election on Monday 28 April.
M&G: Weekly market commentary - available now
The weekly market commentary from the investment experts at M&G Treasury & Investment office is now available for you to read and theres also a customer-friendly version to share directly with your clients.
Pictet: Barometer: Emerging market assets offer refuge from Trump tariffs
With China's economic recovery gathering strength, we expect emerging market stocks and bonds to fare better than their tariff-hit developed market peers over the coming months.
Schroders: A snapshot of the world economy in April 2025
We consider the potential growth and inflation implications of US tariffs and German fiscal policy changes.