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Industry news and views from Panacea and our partners.
July 2026 EMD review and outlook: local markets defy bond sell-off...
US Treasury yields, a weaker US dollar and a sharp rebound in oil prices remained the key drivers of emerging market debt (EMD) in July. Renewed tensions in the Middle East pushed oil prices higher, with the Brent crude rising 23.6% to US$90.1 a ba
There's more to 'value' investing than valuations...
Semantics matter. Words carry associations that can't always be neatly translated into a different cultural context. First impressions often determine whether investors are prepared to allocate money to an investment strategy.
European real estate market outlook Q3 2026...
June’s flash Purchasing Managers’ Index suggests the Eurozone economy was pushed close to stagnation by the energy-cost shock. This weakness should unwind during the second half of 2026, as energy markets normalise. That said, Germany’s fiscal
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