Industry news and views from Panacea and our partners.
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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.
PIMCO's Cyclical Outlook
Wednesday, April 2, 2025. 4:00pm GMT: Join Tiffany Wilding, Economist, Mohit Mittal, CIO Core Strategies, and Ken Chambers, Fixed Income Strategist, for a live discussion on the shifting investment landscape and the opportunities we see ahead.
YouGov: After a shaky start to the year, consumer confidence bounced back in February 2025
YouGov collects consumer confidence data every day, conducting over 6,000 interviews a month. Respondents answer questions about household finances, property prices, job security and business activity, capturing their views on the past 30 days and on their forecast for the coming 12 months.
Artemis: Whats next for US equity markets?
Trumps tariff war and the possibility of a recession have caused a setback in equity markets. Cormac Weldon and Chris Kent, managers of the Artemis US Select Fund, give their views on recent events and discuss what actions they are taking in the portfolio.
Artemis: How a multi-asset portfolio focused on income can deliver long-term growth
After a long bull market in equities, the simple wisdom of Jeremy Siegels Stocks for the Long Run that owning equities is the best way to grow your wealth seems self-evident. At the same time, many investors want an investment strategy that can deliver total returns more smoothly than is possible through a 100% allocation to shares.
Baillie Gifford: Are European stocks coming back into favour?
From luxury goods to semiconductors, payment processing to treating opioid addiction: discover why taking a long-term approach to European growth stocks is more relevant than ever today. Baillie Giffords head of European Equities, Stephen Paice, explains. Capital at risk.
Baillie Gifford: Why ants, scaffolding and long jumps matter to growth investors
Kirsty Gibson, investment manager in the Baillie Gifford US Equity Growth Team, explores the role of culture in successful organisations, and the common characteristics underpinning them. Capital at risk.
Scottish Mortgage Podcast: Nubank
In this episode of the Scottish Mortgage Invest in Progress podcast, deputy manager Lawrence Burns chats with CEO David Vélez about how Nubanks digital, fee-free banking experience has changed the game in Latin America, and how it could impact the financial landscape globally.
Artemis Video: Where to find income in global equity markets
By being active and looking globally, Artemis' Jacob de Tusch-Lec says he is finding lots of areas providing good, sustainable, growing income.
Artemis Video: Why does it pay to be active in the IG Bond market?
Grace Le, manager of the Artemis Corporate Bond Fund, explains why as active investors, the Artemis team dont need to take big macro bets but can add value through stock selection and the various inefficiencies and quirks in the broken investment grade market.
Artemis Video: Why leading the benchmark in high yield isnt a sign of success
Artemis' Jack Holmes explains why he prefers to look at mid- and small-cap issuers for opportunities in high yield.
Artemis Video: Is there still a bull case for UK equities?
We ask Ed Legget, manager of the Artemis UK Select Fund, if he is still as bullish on UK equities as a year ago.
Artemis: Video: How do you identify a turnaround story in UK special situations?
Henry Flockhart, manager of the Artemis UK Special Situations Fund, explains the strategic pivots he looks for when detecting whether companies can go from bad to good or good to great and achieve a meaningful rerating.
Artemis Video: Three areas of global equities that passive investors could be missing out on
Natasha Ebtehadj, manager of the Artemis Global Select Fund, explains how passive funds might not be giving you the nuanced exposure required to take advantage of global market inefficiencies. She discusses US exceptionalism, IPOs and China.
Artemis Video: Why calling the FTSE cheap doesnt tell the full story
Andy Gray, manager of the Artemis UK Special Situations Fund, explains how unlocking the potential in long-term underperformners holds the key to maximising gains in a de-rated market.
US smaller companies: looking through the volatility
Trumps imposition of tariffs has caused serious upset in equity markets. Cormac Weldon and Olivia Micklem, managers of the Artemis US Smaller Companies Fund, give their views on recent events and discuss what actions they are taking in the portfolio.
Charles Stanley: Getting to net zero the UK approach
The UK has halved its carbon dioxide emissions since 1990. This represents the best performance of any of the major economies.
Charles Stanley: Will active management fight back?
Active managers have had trouble keeping up with passive funds or trackers over the past decade and there have been significant outflows from popular products.
Charles Stanley: Is the UK Spring Statement a Budget?
Chancellor Rachel Reeves will give an update on her plans for the UK economy when she issues a Spring Statement alongside economic forecasts on 26 March. Are tax rises likely?
Is it time to look beyond passive investing to enhanced indexation?
Over the last decade, weve witnessed a period of unprecedented monetary stimulus that blurred the lines between high- and low-quality assets.
Five issues for sustainability investors in 2025
The start of 2025 has seen turbulence in the political and economic global landscape. We expect this to affect sustainable investment. Here are five key challenges that investors face
MyFolio Managed is evolving into MyFolio Core
At MyFolio, were well-known for offering cost-effective outsourced investment solutions with a choice of investment styles and risk levels for clients.
Investing in the 'sweet spot' of global credit
The outlook for fixed income is supported by increased yields and attractive valuations compared to equities and cash.
MyFolio Core - the evolution of MyFolio Managed
MyFolio Managed is evolving into MyFolio Core. Lower fees, an expanded investment universe, and a more flexible approach.
Breakfast briefing: Searching for the Fixed Income sweet spot
19/03 at 11am. As interest rates drop, short-term government debt and money market investments might not provide the same returns your clients have seen over the past two years. Mark Munro, Fund Manager of our Short Dated Enhanced Income Fund (SDEI) and Global Income Bond Fund (GIB), will discuss two options with different risk levels to help make up for the lower yields.
Charles Stanley: Quarterly MPS Webinar - March 2025 - Charles Stanley
In each webinar we will discuss the economic outlook and how this guides our portfolio strategy and explore.
AXA IM: Robotech Stories Automate from field to plate
In our last issue of Robotech Stories, we explored the exciting potential of modern robotics and automation to revolutionise even the most traditional of industries.
Schroders: Private assets for wealth management clients: why, and why now?
Wealth managers are allocating more client capital to private assets. We look at the reasons so many are doing so, and specifically why theyre doing it now.
Pictet: Solving climate change demands more than moonshots
Improvements to existing technologies are just as important in the fight against climate change
Pictet: Measuring the impact of anti-obesity drugs
With an estimated one in eight Americans having taken weight loss drugs such as Ozempic in the past two years, their widespread use could bring considerable economic benefits and reshape the medical, food and leisure industries.
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.
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.
Pictet: Factories of the future
Factories are becoming greener and more efficient, presenting a template of a smarter future that can also transform how we build and operate our cities.
AXA IM: Robotech Stories Automate from field to plate
In our last issue of Robotech Stories, we explored the exciting potential of modern robotics and automation to revolutionise even the most traditional of industries
Schroders: Private assets for wealth management clients: why, and why now?
Wealth managers are allocating more client capital to private assets. We look at the reasons so many are doing so, and specifically why theyre doing it now.
Pictet: Solving climate change demands more than moonshots
Improvements to existing technologies are just as important in the fight against climate change
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.
Schroders: Now is the moment for active investment management to prove its value
Much is said about the decline of active investing; far less is said about the risks and shortfalls of a passive investment approach. Todays markets could deliver the wake-up call.
AXA IM: Beating inflation
Tariffs are coming and this could mean higher US inflation, which is already above the Federal Reserves (Fed) 2% target. Reciprocal tariffs could raise inflation elsewhere.
Pictet: Home advantage: investing in Europes residential real estate
Europes shortage of quality housing presents attractive opportunities for active real estate investors with local knowledge.