Industry news and views from Panacea and our partners.
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Webinar: The secret to outperforming the IG bond market
Wednesday 26 February, 10:00am GMT Register to hear from Stephen Snowden and Grace Le, managers of the Artemis Corporate Bond Fund, as they discuss the case for owning corporate bonds despite the narrowness of credit spreads and explain the market factors at play after a turbulent start to 2025.
T.Rowe Price: Global Asset Allocation: The View From the UK
We have a more cautious view as broadly resilient global growth and receding inflation trends could be at risk to increased policy uncertainty, particularly around trade threats.
Webcast - Pictet Strategic Credit
Please join us for a webinar on our Strategic Credit strategy exploring the potential benefits of a global unconstrained approach in today's evolving financial landscape.
Rathbones Asset Management - The Sharpe End podcast: Javons Above
The Donald is firing out of the blocks on trade tariffs with no hesitation. The Rathbones Asset Managements multi-asset investing team discusses what it means for financial markets and how they should position their funds for a world of potentially lesser trade.
Quarterly MPS Webinar - March 2025
Join us for our 2025 MPS Webinar Series updating you on our Managed Portfolio Services.
Reimagining Retirement Roadshows 2025
Throughout 2025 we will be hosting a series of in-person events for advisers across the country. Enjoy complimentary food and drink, gain valuable CPD points and learn more about our research-led approach to asset allocation and portfolio management.
Fidelity Adviser Solutions: Due diligence: Choosing the right partner for your business
Conducting due diligence plays an important role in meeting the requirements of the Consumer Duty and helps to ensure good client outcomes. To support you with the process, Fidelity Adviser Solutions have a range of items available, including suggested suitability wording for your clients along with specific guides on why you can recommend our Pension, ISA and Investment Account.
Fidelity Adviser Solutions: Why the 4% rule shouldnt be the tail that wags the dog
Reliance on a single figure is overly simplistic. The recent FCA thematic review of retirement advice questioned whether a single rate, that doesnt reflect individual circumstances, is appropriate. Here Fidelity Adviser Solutions look at the cost of a comfortable retirement and the circumstances which determine how much someone can safely take.
T.Rowe Price: Trumps tariffs are a wild card for the global economy
The new U.S. administrations planned tariffs will, if fully implemented, damage global trade, negatively impacting both the U.S. and its trading partners.
Scottish Mortgage interviews Blockchain.coms CEO
Co-Founder and CEO of Blockchain.com, Peter Smith, on how his company has emerged through the crypto storm in a stronger position. Find out more in the latest episode of Invest in Progress.
What marks out the UK corporate bond market?
In this video, Insight Investment senior portfolio manager Damien Hill gives a run down of why he thinks there are opportunities within the UK corporate bond market for active managers to add alpha.
BNY: What's likely to drive equity markets in 2025?
Walter Scott client investment manager Murdo MacLean provides an outlook of some of the key forces likely to shape global equity markets in the year ahead.
BNY: Demystifing natural income
In this video Scopic Research director Paul Ilott and Paul Flood, head of mixed assets investment at Newton discuss retirement income strategies. Part of the discussion focuses on the practical implications of withdrawing a natural stream of income from multi-asset income funds that are intended to produce a predictable income stream through the year and a rising income year on year.
BNY: Retirement advice: delivering confidence and value for clients
It is more than a year since the start of the Consumer Duty, and the picture emerging from the financial advice industry is one of evolution rather than revolution. Financial advice firms are starting to respond to the FCAs thematic review of retirement income advice.
BNY: The 2025 outlook: Disruption dynamics
Portfolio managers from across BNY Investments consider the main macroeconomic themes and how they are likely to influence markets in 2025.
BNY: A compelling case for high yield
The team at Insight Investment explores some of the reasons why it thinks the structure of high yield markets makes the asset class compelling.
BNY: Face to Face: David Hooker
Senior portfolio manager and lead on UK bond strategies at Insight, David Hooker shares his view on the year ahead for UK fixed income.
BNY: The business driving Moore's Law
In this video, Walter Scott client investment manager George Dent explains why he thinks ASML is an integral business in powering the artificial intelligence ecosystem.
BNY: The emotional side of life beyond work
Retirement is often portrayed as a time of unambiguous pleasure long holidays, time with family and friends, the pursuit of hobbies and interests. The reality is not always so benign. While retirees may relish escaping their more difficult colleagues or a tyrannical boss, retirement brings its own pressures.
Orbis: Why 60/40 no longer fits the bill
Although the classic portfolio of 60% equities and 40% bonds has delivered a terrific balance of risk and return for investors in recent decades, we believe its future prospects appear far less promising.
Pictet: Solving climate change demands more than moonshots
Improvements to existing technologies are just as important in the fight against climate change
Schroders: Trump's on-off tariffs: the potential effects in the US and elsewhere
Trumps aggressive use of tariff threats is rattling markets. Our economists consider the possible impact.
FCA Unveils Bold Reforms to Boost Business Growth and Investment Opportunities
In a strategic move to bolster the UKs financial markets, the Financial Conduct Authority (FCA) has unveiled a series of proposals aimed at enhancing business growth and expanding investment opportunities. These initiatives are designed to streamline capital-raising processes and attract a diverse range of investors to the UKs financial landscape.
Orbis: Inflation: On track or off course?
Throughout 2024, a rapid and welcome fall in inflation inspired hope that the pricy post-pandemic days were behind us. However with several inflationary factors converging, investors risk underestimating long-term inflation risks, leaving their portfolios vulnerable.
Fidelity Adviser Solutions: Webinar replay: Tax planning considerations following Labours first Budget
To help you prepare for the upcoming period and ensure good client outcomes, Fidelitys Paul Richards, Paul Squirrell and Jon Hale consider all the implications for retirement and tax planning. The panel reflects on what has changed or is about to change and, importantly, what has stayed the same, in areas such as pensions, ISAs and capital gains tax.
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.
Fidelity Adviser Solutions: TTFACs for clients over age 75 and taking PCLS
Should you consider applying for a transitional tax-free amount certificate (TTFAC) for a client who is over age 75 and looking to take a Pension Commencement Lump Sum? Fidelity Paul Squirrell considers why this generally makes sense for clients in this position and the additional considerations for individuals who reached age 75 before 6 April 2024.
Schroders Adviser Forum: Your challenges, our solutions
The global economy is facing a number of complex challenges. Our experts share some key insights from the Schroders Adviser Forum to help navigate the key challenges and opportunities in 2025.
Rathbones Asset Management - In The KNOW blog: Are you 100% faithful to Net Zero?
Fresh from finishing the latest season of The Traitors, our engagement analyst Jenny Twigg is ready for much more open dialogue with our investments in the year ahead.
Diabetes: investing for positive change
Baillie Giffords Nduka Amadi explores how innovative investments in diabetes care are driving positive change and improving global health outcomes. Capital at risk.
T.Rowe Price: AI agents and robotics: Key drivers of future tech innovation?
Our 2025 outlook for global technology remains optimistic as information technology spending increases and demand continues to surge for the semiconductor chips that are crucial for artificial intelligence (AI) innovation.
Schroders: Energy transition under Trump 2.0: misconceptions vs. realities
Fears about the adverse impact the Trump administration will have on the renewable energy sector in the US may be overstated.
Orbis: Dependent on great expectations
Today, expectations are extraordinarily high in the US stockmarket, and investors need to believe amazing things will occur to expect the returns of the recent past to repeat.
Pictet: Megatrending 2025: opportunities ahead
Discover the forces shaping our world in our latest Megatrending report. Delve into cutting-edge insights from leading experts on the trends that will define the future.
Schroders: The Value Perspective Podcast with John Husselbee
Hi everyone and welcome to the latest episode of Allocators Edge, a TVP subseries where we talk to the worlds top capital allocators. This time, we are joined by John Husselbee, head of multi-asset at Liontrust.
Orbis: Risk and return from the bottom up
Matthew Spencer, Head of UK Retail, explores the key risks and opportunities in today's markets, from semiconductors and the critical energy infrastructure to rising government deficits.
AXA IM: January Op-ed - Macro Roller Coaster
Despite the data fog and uncertainty on the extent to which President Trump will deliver on his platform, we remain in the US inflation resumption camp.
PIMCO: ECB: Heading Towards Neutral
Despite still elevated domestic inflation, weak growth and inflation projected at target this year strengthen the case for further rate cuts.
Schroders: 2025 perspective: Why Asian dividends deserve a closer look
Amidst geopolitical tensions and market volatility, Asian dividend stocks could provide a stable source of income.
AXA IM: January Global Macro Monthly - A new Golden age
A new policy direction in the worlds largest economy would always be important but now more than ever as the US has enjoyed strong growth in recent years while other large economies have struggled.