Industry news and views from Panacea and our partners.
Investec Wealth & Investment
Investec W&IM: Building and running a compliant CIP
Worried about your Centralised Investment Proposition? Hear from the experts and stay compliant.
Investec W&IM: Heat, Not Light
There are no real grounds to be making big tactical asset allocation decisions based on the forthcoming polls.
Investec W&IM: Spring Budget 2024 – Potential implications for your clients
Our investment analysts have scoured the Spring Budget announcement and summarised its impacts on financial advisers and their clients.
Investec W&IM: A Tale Of Two Tails
Explore how tail risks, investors’ pricing of them, and their outcomes play a big role in moving markets in the short term.
AIM Portfolio IHT plan: 2023 review
Simon Cleaver and Adam Greaves from Investec Wealth & Investment's AIM team look forward to 2024 and what's shaping AIM market conditions.
Grinding It Out
While the UK enters recession, US growth is resilient. Where does this leave us?
Market Reflection: January 2024
A small group of technology-related stocks have helped push the S&P 500 to an all-time high.
Overstimulated
An economic stimulus without structural changes can only provide a short-term benefit.
Here We Go Again
The result of the UK election could be one of the least impactful for financial markets.
Investec: Quantum Politics - Weekly Digest
Welcome to this week's edition of Weekly Digest; a topical in-house review of world stock markets and the global economy.
Investec Wealth & Investment: Mamma Mia! Here We Go Again
Welcome to this week's edition of Weekly Digest; a topical in-house review of world stock markets and the global economy.
Investec Wealth and Investment: Opportunity Knocks
This week, our Head of Investment Strategy, John Wyn-Evans, looks at two asset classes that are very closely linked; the US dollar and Emerging Markets.
Investec Wealth & Investment: Weekly Digest: Going Nowhere Fast
Welcome to this week's edition of Weekly Digest; a topical in-house review of world stock markets and the global economy.
Investec Wealth & Investment: Market Commentary May 2018
Market Commentary provides a general overview of topical market and economic issues, written by our Head of Investment Strategy, John Wyn-Evans. Here's an excerpt from the latest issue.
Investec Wealth & Investment: Questions from a China sceptic
Welcome to this week's edition of Weekly Digest; a topical in-house review of world stock markets and the global economy. This week, our Head of Investment Strategy, John Wyn-Evans, questions our Head of Research (and self-confessed China optimist), John Haynes about the country's investment opportunities...
Investec wealth & Investment:
Welcome to this week's edition of Weekly Digest; a topical in-house review of world stock markets and the global economy.
Long-Investec Wealth & Investment: Long-Term Thinking Weekly Digest
Welcome to this week's edition of Weekly Digest; a topical in-house review of world stock markets and the global economy.
Investec Wealth & Investment: More Bark Than Bite? Weekly Digest
Welcome to this week's edition of Weekly Digest; a topical in-house review of world stock markets and the global economy.
Investec Wealth & Investment: Trade Wars: Weekly Digest
Welcome to this week's edition of Weekly Digest; a topical in-house review of world stock markets and the global economy.
Investec Wealth & Investment: Tiggernomics: Weekly Digest
Welcome to this week's edition of Weekly Digest; a topical in-house review of world stock markets and the global economy.
Investec: Letter from Italy Weekly Digest
Welcome to this week's edition of Weekly Digest; a topical in-house review of world stock markets and the global economy.
Investec Wealth & Investment: Inflation Returns (Part 2) and Trade Wars Weekly Digest
Welcome to this week's edition of Weekly Digest; a topical in-house review of world stock markets and the global economy.
Investec Wealth & Investment: Inflation Returns Weekly Digest
Welcome to this week's edition of Weekly Digest; a topical in-house review of world stock markets and the global economy.
Investec Wealth & Investment: Taking Stock Weekly Digest
Welcome to this week's edition of Weekly Digest; a topical in-house review of world stock markets and the global economy.
Investec Wealth & Investment: The Blame Game Weekly Digest
Welcome to this week's edition of Weekly Digest; a topical in-house review of world stock markets and the global economy.
Investec Wealth & Investment: The Big One? Weekly Digest
Welcome to this week's edition of Weekly Digest; a topical in-house review of world stock markets and the global economy. In this week’s Weekly Digest, our Head of Investment Strategy, John Wyn-Evans discusses whether this is the start of a much bigger fall in asset prices.
Investec: Return of the toaster... Weekly Digest
Welcome to this week's edition of Weekly Digest; a topical in-house review of world stock markets and the global economy.
Investec Wealth & Investment: Too Much Of A Good Thing? Weekly Digest
Welcome to this week's edition of Weekly Digest; a topical in-house review of world stock markets and the global economy. In this week’s Weekly Digest, John Wyn-Evans looks at economic statistics and the broad agreement that global growth is the strongest since 2010 and still accelerating.