Industry news and views from Panacea and our partners.
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BNY: Resilient retail sales
This year has been characterized by policy uncertainty and fears about the potential impact of tariffs on inflation. While many expected the consumer would crack amid weaker sentiment, it hasnt happened yet. Retail sales remain resilient, supported by a job market that remains good enough to support spending.
Aberdeen: Bridging the gap: The $43trn EM infrastructure opportunity investors cant ignore
Emerging markets face a $43 trillion infrastructure challenge. Investors can help bridge the gap and unlock growth, resilience and returns in the process
M&G Investments: Asian Equities: Fund Selector Masterclass
As Western markets face high valuations and economic drag, Asia is turning heads. In this Asset TV Masterclass, David Perrett, Co-Head of M&Gs Asia Pacific Equities Team, joins this panel to discuss how local insight and nimble, active strategies are tapping into the regions powerful growth.
BNY: The case for using a managed income investment approach
Richard Parkin, Head of UK Retirement at BNY Investments, explains how a structured Natural Income strategy, like BNYs Multi-Asset Income Fund, provides a modern, reliable solution for retirement income that supports advisers in delivering sustainable, predictable outcomes amid changing client needs and regulatory expectations. This article was originally published in IFA Magazine and authored by Sue Whitbread.
BNY: Pounds in pockets: why natural income matters in retirement income planning.
Discover how natural income can support your clients' retirement plans, helping them keep more pounds in their pockets with ease. This article was originally published in IFA Magazine and authored by Sue Whitbread.
PIMCO: Europes Economic Future: A Stable Base in a Volatile World
Amid global uncertainty, Europe faces slower growth but will benefit from increased stability.
M&G Investments: Confounding returns: The mysterious case of the US dollar
The weakness of the US dollar this year has been unexpected as tariffs were widely expected to lead to the dollar strengthening.
Charles Stanley: Is AIMs long-awaited revival finally here?
OnDemand Webinar: In this special webinar Charles Stanley marked the 30th anniversary of the Alternative Investment Market (AIM).
Schroders: The old active vs passive debate is dead heres why
As investors grasp the dangers of market concentration and turn increasingly to specialist investment vehicles and private markets, its time we acknowledge that active investment management is about far more than stock selection.
AXA IM: Multi-Asset Investments Views: We can work it out
US exceptionalism is back - US equities continued to move higher and outpaced other major markets in July.
BNY: Will Americas economy be great again?
At the annual BNY Investments UK conference titled A New Era held at the Corinthia hotel in London, Newton Investment Managements deputy head of equity income, John Bailer set out to convince investors that there is real value in the American market.
Aberdeen: The hybrid fund solution: rethinking real estate investment
Discover how hybrid real estate funds are reshaping access, liquidity, and opportunity.
M&G Investments: Rethinking emerging market debt: A changing risk landscape
Recent turbulence emanating from the US has demonstrated a change in attitudes. Despite evident volatility, the dollar weakened, contrary to what would typically be expected in times of stress.
Artemis: Why credit spreads arent as tight as they seem
Are investors right to be concerned about tight credit spreads? What does it mean for owning corporate bonds?
Schroders: Decoding emerging markets: the case for active exposure
The case for an active exposure to emerging market equities at a point when geopolitical risk is high and volatility rising across asset classes
AXA IM: Paranoid
Trade uncertainty might be declining as the US makes deals with its leading partners, but the downside is a substantial effective tariff rate for imports into the worlds largest economy.
Pictet: Barometer: Balancing the risks
Continued uncertainty over tariffs, a mixed economic backdrop and stretched valuations warrant a neutral stance across global equities, bonds and cash.
BNY: Putting a price on retirement
Have you considered how you would like to spend your retirement, and how much it might cost? Its a tricky question to answer, but Pensions UK in conjunction with Loughborough University has created the Retirement Living Standards* framework to help you answer exactly that! When considering how much you will need, Pensions UK has categorised the cost of retirement into three possible standards of living minimum, moderate and comfortable.
Aberdeen: Renewable energy: its about energy security, not just carbon emissions
Renewables are now a strategic imperative. Is your portfolio aligned?
PIMCO: Unlocking the Future of Energy Transition
Grover Burthey, Portfolio Manager, and David Crane, Executive Chair of Generate Capital and former Under Secretary for Infrastructure at the U.S. Department of Energy, discuss key challenges and breakthrough opportunities in energy investing, emerging technologies, and closing critical financing gaps in renewables.
M&G Investments: Why investors are turning to emerging market equities amid US perma-volatility
What is driving the resurgence of investor interest in emerging markets after a decade marked by political and economic challenges?
MAN: AGMs: AI Concerns Amplify as Anti-ESG Noise Falls on Deaf Ears
Anti-ESG bands may have played the main stage at AGMs this year, but investors tuned into material risks instead.
Schroders: Green shoots and shifting sentiment why UK equities deserve a closer look
A world in flux and a chance for Schroders' UK equity investment trusts to shine
AXA IM: Market update: A stalling US economy?
Weak US job numbers have implications for consumer sentiment and spending. Markets feel the impact of fresh US tariffs and recessions risks rise. Near-term US economic and monetary policy expectations have shifted
Pictet: Stars align for emerging market corporate credit
Emerging market credit offers attractive yields, improved borrower credentials, a diverse universe, and the potential to benefit from strong domestic growth and a weaker dollar.
BNY: Are valuations expensive?
Last week the S&P 500 reached yet another all-time high. After nearing a 20% decline in April, the index is up over 8% year to date. With a 22x forward price-to-earnings ratio for the S&P 500, many investors are wondering if the market is expensive. Our analysis suggests that valuations are high because the market is more profitable, which is driven by tech.
Aberdeen: Future ETFs raw materials
Aberdeen strategy that invests in the global raw materials theme. This UCITS-compliant*, exchange-traded fund (ETF) aims to invest in companies that we expect to benefit from the future raw materials dynamics.
Artemis: Five reasons to pay more attention to Europes smaller companies
Artemis' Harry Eastwood outlines five reasons why he believes investors should be increasing their exposure to Europes domestic economy via the continents smaller companies.
MAN Group: Indian Summer?
Its been a tough year for the vast camp (including myself) that favours Indian over Chinese markets. Im still a believer. Heres why, says Henry Neville, multi-asset portfolio manager, Solutions at Man Group.
BNY: 60/40 no more: fixed income allocations and how advisers decide
Many obituaries have been written for the 60/40 model, yet it has had surprising resilience as the default equity/bond setting for a balanced investor.
PIMCO: Active Core Bonds: A Strategic Alpha Play Amid Global Policy Shifts
Why are actively managed core bonds attractive today? Portfolio managers Mohit Mittal and Sachin Gupta discuss the compelling global opportunity set amid diverging growth and policy shifts.
Aberdeen: Future ETF's supply chains
Aberdeen strategy that invests in the transformation of global supply chains. A UCITS-compliant*, exchange-traded fund (ETF) aims to invest in companies that we expect to benefit from future supply chain dynamics.
Artemis: Why it pays to be active in todays market
The past 10 years or so have been tough for active fund managers, but the stage is set for them to regain their edge, argues Toby Gibb, Head of Investments at Artemis.
Schroders: Seeking resilience in gravity-defying stock markets
Geopolitical and policy risks abound, but stock markets continue to reach all-time highs. Our equity investors discuss whats driving markets, and how active investors can find long-term resilience.
AXA IM: Take Two: Bank of England cuts rates after split vote; Eurozone business activity expands
The Bank of England (BoE) cut its benchmark interest rate by 25 basis points (bp) to 4%, its lowest level since March 2023 and the fifth cut since last August.
Pictet: What makes thematic equities sound long-term investments?
Thematic stocks can deliver superior long-term returns but their alpha-generating potential hinges on the right investment process, philosophy and skills.
MAN: Don't Blame it on the Sunshine
Tariff roulette, governance woes, and the problem with factor models.
Aberdeen: Future ETF's Real Estate video
Aberdeen strategy that invests in listed real estate investment trusts and equities of companies engaged in real estate-related activities globally, aligned to three major forces we believe are reshaping demand for real estate.
M&G wealth: Discover the benefits of the Prudential Guaranteed Income Plan
The Prudential Guaranteed Income Plan calculator is designed to help you tailor bespoke retirement income solutions for your clients.
Pictet: Luxury reimagined
How the luxury sector is winning new customers by embracing inclusivity, experiences and the digital world.