Industry news and views from Panacea and our partners.
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Schroders Equity Lens August 2025: your go-to guide to global equity markets
Demand for US equities soars on the back of strong fundamentals
Artemis: Four themes that could change the outlook for global bonds
How should investors position strategically in the current volatile environment? To tackle this question, Liam ODonnell, who leads the Artemis fixed income teams strategy on macro and rates, outlines four key macroeconomic themes he expects to shape the fixed income market.
T.Rowe Price: U.S. policy under Trump: What investors need to know
We explore the policy changes that could matter the most for markets and asset allocation.
BNY Mellon: Mixed job market
Last week the market received mixed messages about the condition of the labor market. Nonfarm payrolls came in lower than expected, and the previous two months of data were revised sharply lower. Yet initial jobless claims were also lower, and the unemployment rate remains in range. We believe the U.S. economy can still deliver modest growth this year.
AXA IM: CIO Views: Credit default swaps, the Feds challenge and Chinas new strategy
Rise of the credit default swap, the Feds policy challenge and Chinas anti-involution play.
PIMCO: EUU.S. Trade Deal: Reduced Risks, but Still a Headwind for Europe
The degree to which growth in Europe slows, along with inflation developments, will be key in determining the path ahead for the European Central Bank.
Artemis: Four things shaping the fixed income market
How should investors position strategically in the current volatile environment? A look at four key watchpoints from US yields to Europes cutting cycle.
Charles Stanley: Quarterly MPS Webinar - Sept 2025
24/09 at 10am. Join us for our 2025 MPS Webinar Series updating you on our Managed Portfolio Services.
Property hunting: turning market sell-offs into income opportunities
Jon Stewart, co-manager of the Baillie Gifford Monthly Income Fund, explains why undervalued real estate investment trusts are an attractive long-term opportunity. Capital at risk and income not guaranteed.
Aberdeen: Know your ETFs: why active?
A look into the world of exchange-traded funds and why an actively managed approach is gaining traction with investors.
Pimco: Europes Economic Future: A Stable Base in a Volatile World
Europes economic prospects look lacklustre amid structural challenges, but institutional progress, better policy coordination, and stronger political cohesion provide a stable backdrop for investors. With steady interest rates and a resilient credit market, the region offers attractive opportunities for those seeking diversification and dependable returns in an uncertain global landscape.
Rathbones Asset Management - The Sharpe End podcast: Goldlinger
You may feel a sense of déjà vu this month, as the team once again talk tariffs after Julys trade deal deadline got pushed back and a raft of negotiations and agreements ensued. While markets now seem almost to ignore many of the tariff announcements, theres some nervousness around the economic data coming out of the US but how accurate is it really?
Financial inclusion: investing for positive change
Baillie Gifford investment specialist Nduka Amadi explores how investing in financial inclusion is fostering transformative change and enhancing economic opportunities worldwide. Capital at risk.
Baillie Gifford Managed Fund Q2 investment update
Investment manager Iain McCombie reflects on recent performance, portfolio changes and market developments. Capital at risk.
Fidelity Adviser Solutions: Are you taking the CII exams next month?
Fidelity Adviser Solutions offer more than 50 videos covering learning for J05, R04, R08, AF3 and AF7 - including a video on exam technique. We've included content on the three allowances replacing the LTA, the transitional tax-free amount certificate, and transitional protections such as fixed, individual, primary, and enhanced. Additionally, we provide an overview of death benefits.
Fidelity Adviser Solutions: Enhancing client relationships: Emotional intelligence
Research shows emotional intelligence is linked to job performance and by improving your understanding of emotions, you can enrich your client interactions. Weve curated series of training videos to help you develop your skills and explore how boosting your emotional intelligence can elevate the way you work with clients.
Baillie Gifford Monthly Income Fund Q2 update
Investment manager Nicoleta Dumitru gives an update on the Monthly Income Fund covering Q2 2025. Capital at risk.
Rathbones Asset Management - In The KNOW blog: Finding the perfect partner: where profit meets purpose
Finance often gets a bad rap sometimes justified! yet its a sector that looms large because of the extraordinary leverage it can bring to bear. As our sustainable investment analyst Neil Smith explains, when harnessed right, it can help create a whole lot of good.
Decumulation decoded: how pension reform is reshaping retirement income
As new FCA regulations and the Pension Schemes Bill introduce 'guided retirement' pathways, Steven Hay explores how evolving regulatory boundaries are reshaping retirement income planning and why the Baillie Gifford Monthly Income Fund's transparent approach makes it well-suited to address these regulatory changes. Capital at risk and income not guaranteed.
T.Rowe Price: A shifting macro regime is testing the traditional role of government bonds
High-quality government bonds have traditionally been viewed as a portfolio ballast, providing steady income, dampening volatility and offering diversification through negative correlation to risk assets. However, the current market environment challenges these assumptions.
If being chartered is so great, where are all the clients?
You have put blood, sweat, and tears into becoming chartered. Or you are on the way.
Scottish Mortgage Portfolio Update Q2 2025
Investment Specialist Chloé Darling-Stewart shares recent discussions with company founders, highlights the portfolio holdings showing resilience in challenging times, and comments on the latest transactions and portfolio performance.
T.Rowe Price: Focus on what matters beyond the tariff deadline
Tariffs had been a key market driver since President Trump took office. But over the past month, U.S. stocks have rallied despite trade uncertainty.
PIMCO: Unlock Diversified Income Potential with Securitized Assets
Discover how securitized credit strategies offer investors liquid, diversified income opportunities and attractive risk-adjusted return potential.
PIMCO: Holding Steady Amid Whipsawing Markets
Investors enjoyed broad gains across major asset classes in the first half of this year, but they endured considerable market swings to earn those returns. Expect a similar landscape for the rest of 2025, with strategies emphasizing global diversification and risk mitigation continuing to benefit from this years major themes, including a weaker dollar and a steeper yield curve.
25-years of Artemis Income
In this video, the team discuss how they have consistently beaten the benchmark, their investment process, what excites them about the future of UK equities and who the joker of the team is!
European Banks: Time to take profits?
After a strong run of performance, we ask Philip Wolstencroft, Manager of the Artemis SmartGARP European Equity Fund, if its time to take profits in European banks amid interest rate cuts.
SmartGARP Europe: Still more road to run?
The Artemis SmartGARP European Equities Fund is up 33% over one year*. We ask manager Philip Wolstencroft if investors have missed the boat.
Fidelity Adviser Solutions: Can clients have their cake and eat it?
As people begin to reflect on their life after work, theyre often consumed by one question: How much do I need for a comfortable retirement? In this article Fidelity look at the impact of different risk factors and how retirees could manage or underwrite these risks to make the most of their retirement savings.
Fidelity Adviser Solutions: Does basic admin distract you from profit-generating projects?
Making firms more productive remains the number one concern for IFAs according to 2024 research by Owen James. Take a look at Fidelitys range of guidance and support items, designed to help you with the hard and soft skills needed to achieve even more success for your business.
M&G wealth: Are we meeting the needs of female investors?
New M&G research reveals that women are more concerned about market volatility and more likely to value investment solutions that offer stability like smoothed funds.
AXA IM: European High Yield Update - July 2025
Chris Ellis discusses recent market events, if our base case outlook has changed due to the increased volatility and where we are finding opportunities in the European high yield market.
M&G Investments: Quarterly Equities and Multi Asset Outlook Q3 2025
The conventional wisdom on market response in the face of increasing geopolitical risk is being challenged.
BNY: Putting the pieces together: Using natural income in retirement
Decumulation in retirement has been described as the nastiest, hardest, problem in finance* . This may be true, but it is also one of the most interesting and important.
Schroder Investment Solutions: The benefits of using liquid alternatives in portfolio construction
Traditional investment strategies can fall short in navigating the complexities and volatility of todays financial markets
MAN: The Wisdom of Buying Absurdly Expensive Stocks (Or Not!)
Are todays expensive AI stocks the next market leaders or just another bubble waiting to burst?
AXA IM: The known unknowns for fixed income
Over the last few years, returns for bonds has been good and helped investors progressively recover from 2022s challenging environment.
BNY: Thinking beyond yield in bond markets
Insight Investment believes that an active approach to fixed income allows investors to exploit structural inefficiencies inherent to bond indexes. Here, it detail the potential opportunities.
Pictet: Positive change: a powerful value driver
Despite the heated debate over the merits of environment, social and governance (ESG) principles in investment, the transition to a sustainable future is proving to be a big opportunity for companies across many industries.
Aberdeen: Climate risk and supply chains: The hidden link investors can't ignore
Climate risk is breaking supply chains. Are investors asking the right questions? Discover why indirect exposure could cost more and how resilience creates opportunity.