Industry news and views from Panacea and our partners.
BNY Investments
BNY: Global short-dated high yield: Three reasons for resilience
Insight Investment believes the global short-dated high yield market is resilient. Here’s why.
BNY: Suitability, repeatability, scalability
We look at how firms are responding to the FCA’s thematic review of retirement income advice and consider potential actions to meet the growing demand for their services.
BNY Mellon: Will China's stimulus work?
Newton head of mixed assets investment Paul Flood reacts to the Chinese government’s economic stimulus package.
BNY Mellon: A new broom: the implications of the Budget for advisers
The Budget was never likely to bring good news, with the incoming government warning ominously of ‘black holes’. A range of likely changes were trailed, including a potential rise in capital gains tax, inheritance tax changes and changes around the pension rules. While some of the more drastic measures failed to materialise, including unused pensions in inheritance tax will have profound effects on retirement advice.
BNY: At one with volatility
Janice Kim and Paul Flood of the Newton mixed assets team assess four macroeconomic themes and how they impact asset allocation.
BNY Mellon: Weighing up US munis versus Treasuries
Insight Investment weighs the investment pros and cons of US municipal bonds versus Treasuries.
BNY Mellon: French cheese, gunslingers, and reasons to be cheerful
Walter Scott’s Roy Leckie looks at what might impact equity markets over the coming months.
BNY Mellon: Is Southern Europe facing an economic renaissance?
Insight Investment portfolio manager Hassiba Ait examines efforts to drive an improving regional economic picture in Southern Europe.
BNY Mellon: Is it time for UK corporate bonds to shine?
What persistent inflationary pressures and market volatility might mean for UK corporate bond markets.
BNY Mellon: Futureproofing multi-asset
Newton FutureLegacy portfolio manager Bhavin Shah explains why he thinks it is important for investors to keep pace with a changing investment landscape.
BNY Mellon: Weighing up the effect of weight-loss drugs
Ground-breaking anti-obesity drugs look set to be transformational for millions of individuals worldwide. Walter Scott investment managers Lindsay Scott and Max Skorniakov, and investment analyst Dr Oriana Beaumont investigate the potential consequences of anti-obesity drugs.
BNY Mellon: Shifting sands on rate expectations buoy bond markets
Why a shifting global interest rate environment is helping to support fixed income markets.
BNY Mellon: A trio of transformational themes
Newton mixed assets portfolio manager Simon Nichols considers three global investment themes he thinks could have a positive influence on multi-asset portfolios.
BNY Mellon: Fireside chat: achieving a natural income in retirement
There are different ways of targeting an income in retirement. Newton’s Paul Flood considers the role of natural income when investing for life beyond work.
BNY Mellon: The merits of UK and European corporate debt
Insight Investment senior portfolio manager Damien Hill weighs up the UK, European and US credit markets, highlighting where he sees pockets of value.
BNY Mellon: Is natural income making a comeback?
Richard Parkin, head of retirement, explores some of the misconceptions around natural income and why it might be making a comeback.
BNY Mellon: Achieving a natural income in retirement
There are different ways of targeting an income in retirement. Newton’s Paul Flood considers the role of natural income when investing for life beyond work.
BNY Mellon: Markets weigh UK Labour election victory
What does the UK election result mean for markets?
BNY Mellon: Bond managers navigate a ‘new regime’
Why market regime change presents both threats and opportunities to fixed income investors.
BNY Mellon: Does a new golden age beckon for fixed income?
With low yields apparently coming to an end just how attractive are fixed income markets?
BNY Mellon: The changing face of global interest rate movements
Why rising yields, growing income opportunity and an increasingly supportive market environment could boost global credit markets.
BNY Mellon: Enjoying an active retirement
Why is active management important when investing in retirement? Newton head of mixed assets investment Paul Flood considers the environment in which active can thrive and why he thinks it is well suited to investing in life beyond work.
BNY Mellon: Face to face: David Cumming
Newton’s head of UK equities assesses the UK economy and considers potential income sources within the domestic equities market.
BNY Mellon: Fireside Chat: The benefits of active management in retirement
For those planning their retirement, Richard Parkin outlines the potential benefits of deploying active management into investment strategies.
BNY Mellon: Could divergence drive new fixed income gains?
Why growing central bank divergence and market volatility could open a raft of new opportunities for active fixed income investors.
BNY Mellon: Enjoying an active retirement
Why is active management important when investing in retirement? Newton head of mixed assets investment Paul Flood explores.
BNY Mellon: Asia’s changing income story
Newton portfolio manager Zoe Kan assesses a shifting investment landscape in Asia one that looks towards a more income-oriented approach to the region.
BNY Mellon: Incoming: is a value renaissance on the cards?
Three of Newton’s income portfolio managers share their outlooks on equity income, dividends, and value investing. Are we poised for a change in equity market leadership?
BNY Mellon: Fixed income investors weigh inflationary impacts
Can a strategic approach drive fixed income advantage?
BNY Mellon: The retirement landscape: boomers versus Gen X
It has become a cliché to label baby boomers as a charmed generation, but their retirement fortunes are certainly more straightforward, than the generation that succeeds them.