Industry news and views from Panacea and our partners.
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Schroders: Global developments in sustainability policy and regulation Q4 2025
We highlight the latest sustainability policy milestones that are shaping the investment industry.
Schroders: Is everything becoming AI - and how can you respond without selling equities?
Value equities can play an important diversifying role, but only if done properly. Passive approaches will fail to deliver.
M&G: MPS - Client quarterly investment update
Your latest Client Quarterly Investment Update is now available, offering a clear view of recent market activity and what it could mean for your clients. You can download a copy below.
AXA IM: Investing in Europe's defence: Why an ETF could make sense
Europe has accelerated defence spending in response to geopolitical uncertainty. This is creating opportunities for investors across the defence sector and industries such as next-generation technology.
Artemis: Why it's hard to look beyond short-dated bonds for fixed income
Investors instinctively gravitate towards traditional safe havens during periods of stress. Classic 'risk off' assets such as sovereign bonds, reserve currencies and gold typically offer ballast to portfolios when uncertainty rises.
Aberdeen: Navigating EMD: risks, rewards and what's ahead
Which EMD trends will define 2026? Discover where the strongest opportunities lie, what risks to watch and why active investors may have the edge.
Artemis: Will 2026 be China's year?
Wondering whether the New Year will bring an end to US exceptionalism has become something of tradition among investors as they play the annual forecasting game.
AXA IM: What next for green bonds after a year of resilience?
The green, social and sustainability bond (GSS) market experienced a range of notable moments in 2025. Some more positive than others but all offering lessons and opportunities for the asset class in 2026.
Aberdeen: Your top ten factor-based enhanced index FAQs
What are factors? What's an enhanced index fund? Aberdeen address your questions.
Rathbones Asset Management - The Sharpe End podcast: Stuck in the meddle
Geopolitics remains front and centre this month, as the team unpack President Trumps push to acquire Greenland, and what Americas renewed focus on energy security and re-shoring could mean for global markets and the funds. The conversation then turns to the industrials sector - an eclectic mix of companies increasingly buoyed by the AI boom and their growing role in data centre infrastructure - where the team see compelling opportunities.
Schroders: Gold and gold equities: after a record-breaking rally, what lies ahead?
Not since the crises of the 1970s has gold performed as strongly as in 2025, continuing into this year. Geopolitical uncertainty plays into short-term price movements, but what is the bigger picture?
Schroders Adviser Forum: investor insights in a world of evolving risk and opportunities
What happens in the headlines doesnt necessarily happen in the financial markets. But headlines do spark fear and uncertainty. In todays complex and uncertain world, the role played by advisers in offering trusted guidance is critical.
Scottish Mortgage Portfolio Update Q4 2025
Investment Specialist Hamish Maxwell reflects on the 'Golden Age of Change' driven by AI, highlights strategic portfolio exposure in transformational growth areas, and reviews recent trades focused on emerging themes such as electrification.
Rathbones Asset Management - In The KNOW blog: Lean Machine
A tough few years for the healthcare industry have seen one US laboratory supplier bolster its market position. In the first of a series about his trip to meet companies on the east coast of the US, Multi-Asset Fund Manager Will McIntosh-Whyte explains why pressure can sometimes help make diamonds.
Baillie Gifford: Smarter models, sharper founders: growth investing in the AI era
Baillie Giffords Kyle McEnery shares his approach to meeting the entrepreneurs building the future including encounters with AppLovin, Anthropic, NVIDIA, Roblox and Reddit.
Fidelity Adviser Solutions: How will IHT changes impact financial planning?
The plans to make unused pensions part of an estate, and therefore subject to inheritance tax on death, has a significant impact on retirement planning. Fidelity Adviser Solutions report provides a guide on inheritance tax rules for assets, gifts, trusts, pensions and other financial planning aspects.
Artemis Outlook: UK Smaller Companies
In this short video, we ask our fund managers where they are actively investing to capture the next phase of growth and how they are positioning portfolios to navigate ongoing macroeconomic risks.
Schroders: chroders Credit Lens January 2026: your go-to guide to global credit markets
Tight valuations leave little room for error against M&A and AI related risks.
AXA IM: Multi Asset Views - January 2026
Hear what is happening across equities and fixed income markets. Laurent Clavel discusses the markets and shares how we are positioned for 2026.
M&G Investment: Japan Fund quarterly update Q4 2025
Watch our latest webcast to look back at the last quarter of 2025 with Carl Vine, Co-Head of Asian Investment, and Sunny Romo, Investment Director. They highlight the latest updates from the last quarter and discuss their view on the long term strategic opportunity.
BNY: Global Short-Dated High Yield: Why spreads dont tell the whole story
Cathy Braganza, senior portfolio manager at Insight Investment, explains why tightening spreads with high yields create a potentially attractive risk-return balance for credit investors.
Artemis Outlook: Global High Yield
In this short video, we ask our fund managers where they are actively investing to capture the next phase of growth and how they are positioning portfolios to navigate ongoing macroeconomic risks.
Schroders: Buybacks in the UK are increasingly popular. Heres how they could be better.
Share buybacks can benefit investors, but UK firms are at a competitive disadvantage compared with those in the US.
AXA IM: Game of thrones (and oil and chips)
I listened to a podcast last week that opened with the statement: What a year last week was. There has been a lot going on in the world
M&G Investments: Quarterly Equities and Multi Asset Outlook Q1 2026
Markets are becoming increasingly more polarised. Investors appear to be crowding one area of the market, while dismissing the rest of it with the same apparent conviction.
Schroders Equity Lens January 2026: your go-to guide to global equity markets
A sign of a healthy bull market, and how to hedge against AI risk without selling equities
BNY: UK Chancellor opts for backloaded fiscal tightening in mixed bag Budget
UK Chancellor Rachel Reeves has delivered a highly anticipated Autumn Budget against a backdrop of intense public and market scrutiny. Significant tax rises were announced but fiscal tightening is mostly pushed to a few years down the line, says BNY Investment Institute head of economic research, Sebastian Vismara.
Artemis Outlook: UK Equity Income
In this short video, we ask our fund managers where they are actively investing to capture the next phase of growth and how they are positioning portfolios to navigate ongoing macroeconomic risks.
M&G: Redefining Multi-Asset: Why It Matters for Advisers
Join Verve and M&G on Wednesday 28th January as their experts explore multi-asset solutions and the design that takes PruFund beyond the basics for advisers who want meaningful exposure to private markets.
Baillie Gifford: Smarter models, sharper founders: growth investing in the AI era
Baillie Giffords Kyle McEnery shares his approach to meeting the entrepreneurs building the future including encounters with AppLovin, Anthropic, NVIDIA, Roblox and Reddit.
Rathbones Asset Management - In The KNOW blog: Time to Relx: How AI could transform clinical decision making
Amid growing investor scepticism about the potential payback from some firms huge investments in AI, one sector already seems to be reaping clear AI-driven gains: healthcare. Sustainable investment analyst Neil Smith explains how bespoke generative AI tools could transform healthcare delivery, improve patient outcomes and ease stretched spending budgets.
Fidelity Adviser Solutions: Stay invested, be diversified
After three years of rising markets, Fidelitys Tom Stevenson is optimistic but cautiously so. While the bull market is clearly long in the tooth, it feels like it has further to go. Staying invested, being diversified and holding a decent cash buffer to ride out any volatility looks like a sound strategy for 2026. Here, Tom offers his insights into the global economy and emphasises the enduring importance of diversification.
Fidelity Adviser Solutions: Does saving into a pension still make sense?
With fresh IHT changes sparking client questions (and a lot of noise in the press), this article goes back to basics and cuts through the confusion. Fidelity Paul Squirrell breaks down the real impact of the 2027 IHT shift, the numbers advisers actually need to see, and why pensions still deliver exceptional value despite the headlines. A quick, clear must read for anyone reviewing retirement and decumulation strategies.
Pimco: Compounding Opportunity
Following strong 2025 returns, high quality fixed income continues to offer attractive yields and global diversification at a time of stretched equity valuations and tight credit spreads.
Schroders: Emerging markets debt investment views - January 2026
After three years of strong returns, we think EMD still has more to give, with the recent recovery in fund flow likely to gain more traction.
Aberdeen: AI fever hits bond markets tactical play or a bigger bubble?
Explore how tech giants are driving a surge in bond issuance as AI accelerates creating new opportunities and risks.
Artemis: Artemis Outlook: US Smaller Companies
In this short video, we ask our fund managers where they are actively investing to capture the next phase of growth and how they are positioning portfolios to navigate ongoing macroeconomic risks.
BNY: Healthy correction?
After climbing 17% year to date through late October, the S&P 500 declined 5% through November 20. We believe the market was due for a healthy correction. While further downside is possible, it would not concern us.
Artemis Outlook: US Equities
In this short video, we ask our fund managers where they are actively investing to capture the next phase of growth and how they are positioning portfolios to navigate ongoing macroeconomic risks.