Industry news and views from Panacea and our partners.
Schroders
Schroders: Can global equities provide benefits in any political or geopolitical environment?
The uncertainty created by political and geopolitical events does not diminish the opportunities that may be found by overcoming a domestic market bias and gaining exposure to regions, sectors and companies that can thrive amid disruption.
Schroders: Video: Global equities – why markets don't always follow the geopolitical playbook
Our experts explore the interplay between geopolitics and equity markets, underline the importance of diversification and explain how stock market trends don’t always correlate with political and economic headlines.
Schroders: Private assets for wealth management clients: why, and why now?
Wealth managers are allocating more client capital to private assets. We look at the reasons so many are doing so, and specifically why they’re doing it now.
Schroders: Global equities – why markets don't always follow the geopolitical playbook
Our experts explore the interplay between geopolitics and equity markets, underline the importance of diversification and explain how stock market trends don’t always correlate with political and economic headlines.
Schroders: Private assets for wealth management clients: why, and why now?
Wealth managers are allocating more client capital to private assets. We look at the reasons so many are doing so, and specifically why they’re doing it now.
Schroders: Now is the moment for active investment management to prove its value
Much is said about the decline of active investing; far less is said about the risks and shortfalls of a passive investment approach. Today’s markets could deliver the wake-up call.
Schroders Equity Lens March 2025: your go-to guide to global equity markets
International stocks to the fore, and how exposed are equity markets to tariffs.
Schroders: The Value Perspective Podcast – with Khaled Said
This episode features Khaled Said, one of the founders of Capital Generation Partners, also known as CapGen. CapGen specialises in managing large pools of capital for families, endowments and individuals – helping clients build portfolios that not only protect wealth but also put it into productive use through diverse and dynamic strategies.
Schroders: The rise of the technopolis
Technopolises increasingly operate by different rules than other metropolitan areas. We unpick what makes them tick.
Schroders: Unconstrained fixed income views: February 2025
We have left our probabilities unchanged since last month, with a soft-landing scenario remaining our baseline view and a no-landing scenario—by which we mean we expect no further cuts from the US Federal Reserve (Fed) this cycle—a significant tail risk.
Schroders: Venturing on: Why and how to invest in global innovation
Recent stock market volatility caused by a new AI challenger highlights how innovation is happening at pace on the world stage, which in turn provides compelling opportunities for venture capital investors.
Schroder AsiaPacific – embracing a technology opportunity that extends well beyond AI
The information technology (IT) sector performed strongly in 2024, driven in large part by excitement about recent breakthroughs in generative artificial intelligence (AI).
Schroder Oriental Income Fund – six key themes driving Asian income and growth
Delivering a long-term total return from a region in which active managers thrive.
Schroders: Global developments in sustainability regulation and policy Q4 2024
We highlight the latest sustainability policy milestones that are shaping the investment industry.
Schroders: Green Macro Newsletter February 2025: EV tariff war and developments in carbon pricing policies
Schroders’ quarterly briefing on the economic impact of climate change, the energy transition and natural capital.
Schroders Equity Lens February 2025: your go-to guide to global equity markets
This month's edition considers stock market exposure to US tariff risk, plus new analysis of regional buying and selling trends
Schroders: Podcast: A new era for fixed income investors
A volatile interest environment is presenting new opportunities for investors in fixed income. James Ringer joins the pod to discuss what's happening and the implications for investors' portfolios.
Schroders: Trump's on-off tariffs: the potential effects in the US and elsewhere
Trump’s aggressive use of tariff threats is rattling markets. Our economists consider the possible impact.
Schroders Adviser Forum: Your challenges, our solutions
The global economy is facing a number of complex challenges. Our experts share some key insights from the Schroders Adviser Forum to help navigate the key challenges and opportunities in 2025.
Schroders: Energy transition under Trump 2.0: misconceptions vs. realities
Fears about the adverse impact the Trump administration will have on the renewable energy sector in the US may be overstated.
Schroders: The Value Perspective Podcast – with John Husselbee
Hi everyone and welcome to the latest episode of Allocators’ Edge, a TVP subseries where we talk to the world’s top capital allocators. This time, we are joined by John Husselbee, head of multi-asset at Liontrust.
Schroders: 2025 perspective: Why Asian dividends deserve a closer look
Amidst geopolitical tensions and market volatility, Asian dividend stocks could provide a stable source of income.
Schroders: Ten stockmarket themes for 2025 and beyond
We consider some of the potential beneficiaries of a change in market leadership should the giant US technology stocks struggle to extend their outperformance.
Schroders: The Value Perspective Podcast – with John Husselbee
Hi everyone and welcome to the latest episode of Allocators’ Edge, a TVP subseries where we talk to the world’s top capital allocators. This time, we are joined by John Husselbee, head of multi-asset at Liontrust.
Schroders: Our multi-asset investment views - January 2025
We remain positive on equities as they continue to be supported by healthy earnings growth. Find out more about our views on a range of asset classes here.
Schroders: Podcast: Everything you need to know about the circular economy but were afraid to ask
Fund Manager Jack Dempsey joins the pod to discuss investing in the circular economy.
Schroders: Unconstrained fixed income views: January 2025
The election of Donald Trump has raised the likelihood of inflation remaining sticky and interest rates kept higher for longer.
Schroders: A snapshot of the world economy in January 2025
We’ve long felt the official estimate of where US interest rates may settle in the long term has been too low – here’s why and what this might mean for future cuts.
Schroders Podcast: What's in store for 2025?
Johanna Kyrklund, Nils Rode and George Brown discuss the themes investors should keep an eye on 2025.
Schroders: US economy and markets: what’s the state of play as Trump takes office?
As President Trump begins his second stint in the White House, our investment experts consider the current state of the US economy and the stock and bond markets.