Industry news and views from Panacea and our partners.
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T.Rowe Price
When writing about Trumps tariffs in February, I predicted that their bite would be worse than their bark. However, hardly any of us could have predicted the chunks that would be taken out of risk assets following Trumps Liberation Day announcement on April 2. Watching the press conference, I was reminded of the opening scene of the (original) Gladiator movie, when the Romans are confronting the Barbarians. General Maximus tells his lieutenants to unleash helland a maelstrom ensues.
Charles Stanley: Trump's 'Liberation Day' tariffs: what next for markets?
Following the Liberation day announcements and Chinese reciprocal tariffs, what does the market reaction mean for investments and portfolio? For professional advisors only.
Unlocking potential in 2025 with Global Infrastructure Equity
Which three big themes are converging to create infrastructure opportunity?
Unlocking potential in 2025 with UK Smaller Companies
What makes UK small-caps an attractive strategy right now?
MyFolio Market is merging into MyFolio Index
Find out why were merging these two ranges, and what the change means for your clients.
MyFolio SAA Changes: Enhancing diversification and managing risk
Read about our Strategic Asset Allocation review and our investment priorities.
Unlocking potential in 2025 with Short Dated Enhanced Income
Can investors make cash work harder with a short dated enhanced income strategy?
BNY: Webinar: tariffs and trade wars
Please complete the registration details to join our live webinar at 15.00 on the 10th April to hear from Sebastian Vismara, Head of Economic Research at BNY Advisors.
Rathbones Asset Management - The Sharpe End podcast: Its a kinda tariff
President Donald Trumps Liberation Day tariffs, delivered on two giant placards in the Rose Garden, sent stock markets into freefall. The Rathbones Asset Managements multi-asset investing team explains how they are unpicking what might happen next and how markets may react to further news and retaliations. The focus then switches to reviewing how the UKs recent Spring Statements announcements or perhaps the lack thereof have left the team feeling about UK PLC. Finally, UK listed food service business Compass is on the menu as the team outlines what attracts them to the company.
Charles Stanley: The future is bright for AIM shares
Following the changes announced in the Budget, the case for investing in the AIM market remains strong.
Charles Stanley: Why the active vs passive debate is a false dichotomy
The debate between active and passive investing has been ongoing for a long time, but in our opinion, it has grown rather stale.
Charles Stanley: How outsourcing investment expertise can propel your business ahead
This article looks at the benefits of outsourcing to a strategic partner and explains how it can give your business the competitive edge.
Charles Stanley: On Demand Quarterly MPS Webinar
Watch our webinar where we discuss the economic outlook and how this guides our portfolio strategy.
Video: How do you identify future leaders?
Artemis Mark Niznik tells us what he looks for in the UK smaller cap universe to identify the winners from the losers.
Artemis: Are European equities set to fizz?
Artemis Jacob de Tusch-Lec says that Europe stands to benefit as investors re-think the case for US exceptionalism.
Webinar: How to make the most of a resurgent Europe Monday 7 April 10am
While Europe is coming back in favour, investors need to set themselves up for the future and not the past. Register to hear from Philip Wolstencroft, manager of the Artemis SmartGARP European Equity Fund, to learn how to capitalise on a resurgent continent
Upfront: Tariffs, Minerals and Managed Fund
Financial journalist Cherry Reynard and Baillie Gifford investment manager Steven Hay explore Trump's tariffs, interest rates and the Baillie Gifford Managed Fund's bond holdings in the latest episode of Upfront. Capital at risk.
BNY: 30 Minutes with Bhavin Shah, FutureLegacy Fund Range
Please complete the registration details to join our live webinar at 10.30am on the 24th April to hear from Bhavin Shah, Mixed Asset Portfolio Manager, Newton Investment Management.
Scottish Mortgage on Joby Aviation's air taxis'
Joby Aviations vision of speeding passengers above gridlocked streets from A to B is getting closer. Tom Slater, manager of Scottish Mortgage Investment Trust explains what it will take to become reality. Capital at risk.
Register now: Rathbone Ethical Bond Fund Webcast with Bryn Jones
Bryn Jones, head of fixed income at Rathbones Asset Management, is delighted to invite you to his upcoming webcast on 30 April at 10.00am (BST).
Fidelity Adviser Solutions: A new guaranteed lifetime income option within drawdown
As part of Fidelity Adviser Solutions ongoing commitment to providing advisers and their clients access to an ever-growing choice of retirement solutions, theyve launched, in partnership with Standard Life, a guaranteed lifetime income option within drawdown. The plan is designed to address the challenge of ensuring retired clients have sufficient income over their lifetimes.
Fidelity Adviser Solutions: Tax tables 2025/26
Plan ahead with Fidelity Adviser Solutions latest tax tables all the rates and thresholds for 2025/26.
Is the US economy heading for a 'Trumpcession'?
Listen to the latest episode of Macro Bytes where we discuss whether the US economic is heading for a recession under President Trump amid elevated uncertainty, federal job cuts, and higher tariffs.
Baillie Gifford: Positive Change: rising to the challenge
Lee Qian, manager of the Baillie Gifford Positive Change Fund, explores the progress of portfolio holdings in a changing world from tech giants TSMC and Microsoft to healthcare innovators Dexcom and Insulet. Capital at risk.
T.Rowe Price: In a world of flux, fundamentals (and active stock picking) matter
In an environment of increasingly wider U.S. market and economic outcomes, high-quality, durable compounder companies are best placed, in our view.
Aberdeen: Market turbulence: time to consider short-dated bond strategies?
Geopolitical tensions have unleashed volatility across the European rates market. Governments, notably Germany, have vowed to increase defence and infrastructure spending under US pressure. This increased outlay will require higher debt issuance and larger budget deficits, but it could also potentially boost medium-term European growth. What does this mean for bond investors?
Financial Planning 2024: Salary trends and industry insights
Discover the latest trends with Paul Harper Searchs highly anticipated 2024/2025 salary guide.
March 2025 SRI Services & Fund EcoMarket update
It has been a little while since I've been able to write a newsletter, mostly because working on the Adviser Sustainability Group report has been more time consuming than I had hoped.
Schroders: Unconstrained fixed income views: March 2025
Amid significant shifts in the global economy we see emerging opportunities on the fixed income front.
AXA IM: Renouncing Privileges
In their pursuit of a weaker dollar, the Trump administration could renounce the exorbitant privilege which has allowed the US to run expansionary fiscal policies without meeting much financial constraint.
Pictets Premium Brand strategy: capitalising on brand excellence for 20 years
Pictet's Premium Brands strategy, led by Caroline Reyl since its inception in 2005, focuses on capturing long-term consumer trends. It invests beyond traditional luxury sectors to include diverse premium brands with strong pricing power and high profitability.
Pictet: Celebrating 25 years of Pictet's Water strategy: a journey of innovation and impact
In 2000, Pictet boldly launched its Water investment strategy, a pioneering approach that has since become a cornerstone of thematic investing.
Schroders: Finding a disciplined approach to investing in a period of heightened volatility
Our investment and economic teams offer perspective on the recent market turbulence, with insights on how to manage both the risks and opportunities todays conditions present.
AXA IM: Ninety-nine red flags
Markets underestimated the disruptiveness of Donald Trumps administration. This is causing a huge rethink on US growth prospects and the implications for equities and interest rates.
PIMCO: Opposing Forces Complicate the Feds Dual Mandate
Mounting risks to growth and inflation have the Federal Reserve taking a cautious approach to monetary policy.
AXA IM: Market uncertainty ramps up as geopolitical tensions rise
Market performance has been challenged over recent weeks. The more benign macroeconomic backdrop that investors had in mind going into 2025 has arguably been shattered.
Schroders: Can global equities provide benefits in any political or geopolitical environment?
The uncertainty created by political and geopolitical events does not diminish the opportunities that may be found by overcoming a domestic market bias and gaining exposure to regions, sectors and companies that can thrive amid disruption.
PIMCO: ECB: It Will Get Harder From Here
The European Central Bank will likely continue to cut interest rates, but future decisions could be more contentious.
AXA IM: UK companies take their destinies in their own hands
Given the lack of any macroeconomic triggers for a change in sentiment on UK equities at least in the short term shareholders and management in UK companies are taking it into their own hands to influence market dynamics.
Schroders: Video: Global equities why markets don't always follow the geopolitical playbook
Our experts explore the interplay between geopolitics and equity markets, underline the importance of diversification and explain how stock market trends dont always correlate with political and economic headlines.