Industry news and views from Panacea and our partners.
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Schroders Equity Lens March 2025: your go-to guide to global equity markets
International stocks to the fore, and how exposed are equity markets to tariffs.
Pictet: Emerging market economies are more resilient than investors realise
Emerging market economies are proving to be far more resilient than in the past thanks to healthier fundamentals than most investors realise.
M&G Wealth: Multi-Asset Solutions April Quarterly Update M&Gs Model Portfolio Service
09/04 - We'll cover recent performance, tailored MPS and our guest speaker Jeffrey Lin will look at the recent developments in AI and the outlook for AI related companies.
AXA IM: Can US high yield offer respite from the uncertainty?
After posting 8.2% return in 2024, the US High Yield market has proven to be very stable so far in 2025, despite various headlines with the potential to move markets on both the macro and geopolitical front.
Schroders: The Value Perspective Podcast with Khaled Said
This episode features Khaled Said, one of the founders of Capital Generation Partners, also known as CapGen. CapGen specialises in managing large pools of capital for families, endowments and individuals helping clients build portfolios that not only protect wealth but also put it into productive use through diverse and dynamic strategies.
Pictet: Co-investment: Pictets approach in action
Co-investment is a fast growing area of private equity and one in which we have over three decades of experience. Find out more about our approach.
M&G Wealth: Tax Year End Thursday Treats
Despite best intentions, last minute panics can happen to the best of us. In the world of financial services, and especially approaching tax year end, deadlines do exist and must be strictly adhered to.
AXA IM: Multi-Asset Investments Views: Welcome to a new kind of tension
February mirrored Januarys backdrop - a cooling jobs market alongside another bout of resurgent US inflation. Markets are still flirting with the danger zone where higher rates hurt equities, though some recent easing in long-term rates is a relief.
M&G Wealth: Session 007 - wrapped or not, on or off and what about trusts?
20/03 - Get ready to tackle the BIG questions in financial planning scenarios involving bonds. This session will provide you with the answers and strategies you need to confidently advise your clients and make informed decisions.
AXA IM: US assets will remain must-haves in 2025
Donald Trumps return to the White House was never going to be a subtle affair. The threat of a fresh trade tariffs and heightened geopolitical tension were largely a given.
Pictet: Barometer: Buying into Europe's Renaissance
Corporate earnings in Europe are on a tear. That's one reason why we're upgrading the region's stocks to overweight.
Schroders: The rise of the technopolis
Technopolises increasingly operate by different rules than other metropolitan areas. We unpick what makes them tick.
Upfront: Baillie Giffords live investment show
Join hosts Cherry Reynard and Megan Rooney on 26 March at 10.30am for the next episode of Upfront. Packed with up-to-date topical insights and a live Q&A on the Baillie Gifford Managed Fund.
Rathbones Asset Management - The Sharpe End podcast: EuroRevision
Europe has been the star of the show for the past couple of weeks. Whats driven this unusual outperformance? Will 2025 be the year of Europes comeback, or just another a short-lived bounce? The team then moves on to America: you cant get away from President Donald Trump and his tariffs at the moment. Despite having talked about it on last months episode, theres a whole lot more to cover since then. Finally, the team discuss Unilever, a manufacturer of household staples which has been a long-term holding in our Greenbank multi-asset range, but a new addition to our core funds.
Artemis: Three boring companies that investors should find interesting
Predictable, recurring revenues and falling leverage can help make high-yield bonds issued by companies in superficially unglamorous industries one of the cornerstones of a multi-asset portfolio.
Artemis: The new playbook for bonds: three reasons to look at shorter-dated, higher-yielding opportunities
By focusing their fixed-income allocations on bonds with shorter durations and higher yields, Artemis Jack Holmes explains that multi-asset investors can maximise income while minimizing their exposure to volatility in interest rates.
BNY: Face to face: Jon Bell
Newton senior portfolio manager Jon Bell surveys the global equity income market and shares his thoughts on what could be next for the asset class.
BNY: What does DeepSeek mean for US equities?
In this video, Newton US equity income portfolio manager John Bailer considers the impact of DeepSeek on the US equity market.
BNY: How are Generation X approaching retirement?
The wealthier and better-prepared end of Generation X is starting to retire. This cohort may accelerate a shift in retirement patterns driven by government action, changing attitudes, economic necessity and evolving patterns of wealth. As a result, advisers are adapting, bringing greater flexibility into their retirement models.
BNY: Income in a volatile world: MAIF turns 10
The past decade has seen challenging market periods. Generating an income during these times when interest rates were very low has been tough but not impossible. Our infographic charts the BNY Mellon Multi-Asset Income Funds progression against the key macroeconomic events of the past 10 years.
BNY: Addressing the retirement income conundrum
Natural income is not a mainstay in retirement portfolios, but Newton head of mixed assets investment Paul Flood believes this could change. Here he outlines what natural income is, why it is important in retirement and how using a multi-asset approach could find favour in retirement portfolios
BNY: Diversifying risk with liquid alternatives
Newton head of multi-asset solutions Dimitri Curtil argues in a world of lower expected equity premia and high cash rates, liquid alternatives can offer the potential of diversified alpha when equities do not deliver.
BNY: Global Real Return: strategy update
In this update video, Newton co-head of the Real Return team Andy Warwick reflects on the strategy's past year and shares his outlook on asset classes and the global economy.
BNY: Meet the Income Earner
Citywires Meet the Income Earner features Newtons Paul Flood and Citywires Frank Talbot discussing the BNY Mellon Multi-Asset Income Funds decade-long approach.
BNY: Reframing Retirement
Citywires Reframing Retirement features Richard Parkin, Head of Retirement at BNY Investments, and Citywires Frank Talbot discussing the importance of investing for retirement.
BNY: Six reasons to consider US municipal bonds
Insight Investment portfolio manager Jeffrey Burger details why he thinks munis can provide some market advantages over US government bonds.
BNY: 10 years of the BNY Mellon Multi-Asset Income Fund
As the BNY Mellon Multi-Asset Income Fund marks its 10th anniversary, Newton head of mixed asset investments Paul Flood considers what role the fund can play in generating a natural income in retirement.
Artemis: Webinar: Is your global income fund ready for the next decade?
Tuesday 18 March, 10am Jacob de Tusch-Lec will discuss how he is positioning the Artemis Global Income Fund for the next decade, hunting for income outside the usual suspects and in underappreciated areas amidst a regime change for global markets.
Artemis: Hiding in plain sight US smaller companies
While the giant tech companies have dominated the US stock market over recent years, the shares of smaller US companies have been left behind. The new administration, with its pro-business policies, has given US companies a new surge of confidence. Artemis US team believes this represents a very attractive entry point to one of the worlds most vibrant economies.
Pictet: Investing in digital: insights from our experts
The digital world is rapidly evolving, driven by relentless innovation, robust growth, and increasing profitability. As technology continues to reshape industries and consumer behaviours, we believe the investment opportunity to be more compelling than ever.
M&G Wealth: The growing appeal of insurance bonds, tax efficient strategies and the fast approaching TYE
With the tax year-end fast approaching, advisers need to be on top of the latest tax-efficient strategies to best serve their clients. M&Gs Mark Devlin, Senior Technical Manager sat down for IFA Magazines IFA Talk podcast to unpack key tax and pension implications following the 2024 Autumn Budget.
Rathbones Asset Management - In The KNOW blog: Taking the brakes off Britain?
After months of keeping their feet firmly on the growth brake, Rathbone Income Fund Manager Alan Dobbie asks whether the government and central bank might simultaneously be nudging towards the accelerator.
Scottish Mortgage Podcast: How Tempus AI is Pioneering AI-enabled Healthcare
Eric Lefkofsky, CEO and founder of Tempus AI, explains to Scottish Mortgage manager Tom Slater the huge potential in personalising cancer diagnosis and treatment at scale.
PIMCO: Core Bonds: Unlocking Value in a Volatile Market
In the ever-evolving fixed income markets, active management offers compelling opportunities for investors. CIO Core Strategies Mohit Mittal explains our process for building resilient portfolios and the areas we see opportunity to maximize potential total return today.
Schroders: Unconstrained fixed income views: February 2025
We have left our probabilities unchanged since last month, with a soft-landing scenario remaining our baseline view and a no-landing scenarioby which we mean we expect no further cuts from the US Federal Reserve (Fed) this cyclea significant tail risk.
AXA IM: New disorder
The Trump Administration has become the key source of global geopolitical risk. It is disrupting the status quo. Profound political and economic consequences are possible.
Schroders: Venturing on: Why and how to invest in global innovation
Recent stock market volatility caused by a new AI challenger highlights how innovation is happening at pace on the world stage, which in turn provides compelling opportunities for venture capital investors.
M&G Wealth: Consumer Support in a Consumer Duty World
If one outcome from the Consumer Duty is likely to make the single biggest difference to your clients, its this
M&G Wealth: Bits and bobs about Bonds
18/03 at 1-2pm. Well be talking bits and bobs including Deed of Assignments by way of gift, bonds and the financial assessment for long-term care, the Trust Registration Service and cancellation rights including when trusts are involved.
PIMCO: Europe's Economic Struggles: A Silver Lining for Fixed Income Investors
As the European economy, particularly Germany, struggles with stagnant GDP and structural issues such as lagging technology and high energy prices, we see opportunities for fixed income investors.