Industry news and views from Panacea and our partners.
DFM_
Grinding It Out
While the UK enters recession, US growth is resilient. Where does this leave us?
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.
Market Reflection: January 2024
A small group of technology-related stocks have helped push the S&P 500 to an all-time high.
Here We Go Again
The result of the UK election could be one of the least impactful for financial markets.
Hymans Robertson: Factor investing: the case for inclusion in model portfolios
Register for our latest webinar, to learn more about factor investing and the potential value it could bring to your clients.
Hymans Robertson: Cost conscious delivering quality while managing costs
Balancing price pressure while delivering a quality investment proposition is a familiar challenge to most Financial Advisers. But what is behind the current focus on value for money?
Hymans Robertson: Reassuring your clients in troubling times: six months on
Join us on this Wednesday, 23 September at 10am, for a webinar that looks more closely at the post-Covid implications for asset classes and building asset portfolios.
Quilter Cheviot: Due Diligence
Due diligence on your investment provider is necessary to remain compliant. Having independent, objective information is important to any due diligence process. We are pleased to be recognised by a number of leading third party organisations who provide reporting and reviews on the following aspects of Quilter Cheviots discretionary investment service
Rathbones In the KNOW blog: DFM and investment performance
A report looking at the value of Discretionary Fund Management (DFM) has unveiled clear distinctions between two camps of advisers, the adopters and non-adopters of a third-party investment manager. Yet, one important question remains, how do the two camps compare when it comes to investment performance?
Aegon: What every DFM wants from a platform
As DFMs become a more prevalent and important part of platform offerings, providers and advisers need to make sure they ask their chosen DFMs what they want from a platform.
Rathbones In the KNOW blog: The benefits of DFM to an advisers working week
Lifting the burdensome task of managing client investments from an advisers shoulders has an undeniable effect on the structure and goals of their average working week, according to the Rathbones Value of Discretionary Fund Management (DFM) report.
Rathbones: The value of DFM
While partnering with a Discretionary Fund Manager is an established investment discipline, theres been virtually no hard data on how advisers whove adopted it have performed against non-adopters.
Rathbones In the KNOW blog: New EU inmates take over the asylum
The world seemed to unravel further last month, with British voters electing members to the EU Parliament whose goal is to leave it, and Donald Trump continuing to wield his trade cudgel. Our chief investment officer Julian Chillingworth considers the implications.
Defaqto: DFM satisfaction study 2019
This document reviews the service provided by DFMs, as rated by financial advisers. Broadly, the emphasis that advisers have put on the importance of each category of satisfaction is similar to last year
Defaqto: The evolution of DFM due diligence
Fraser Donaldson looks back at the evolution of the selection process for advisers for discretionary fund management proposition.
Investec Wealth & Investment: Super Mario Strikes Again, 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: Chinese Party Congress Weekly Digest
Welcome to this week's edition of Weekly Digest; a topical in-house review of world stock markets and the global economy. Even amidst the busiest period for company reporting in Europe and America, the most important event scheduled for this week is the conclusion of the 19th National Congress of the Communist Party of China. This forum meets only once every five years to appoint Chinas leadership. "If previous form is followed, at the closing ceremony on Wednesday the congress will conclude with a highly choreographed ceremony in which the most powerful men in China, the newly appointed Politburo Standing Committee (PSC), will file out on stage behind the General Secretary (Xi Jinping) to be presented to the world for the first time."
Investec Wealth & Investment: Hurricane Watch Weekly Digest
Welcome to this week's edition of Weekly Digest; a topical in-house review of world stock markets and the global economy. This week John Wyn-Evans reflects on the stock market crash of 1987, and looks at whether there are similarities today.
Investec Wealth & Investment: Crisis? What Crisis? 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: Desperately Seeking Satoshi Nakamoto
Satoshi Nakamoto. The name used by the unknown person(s) responsible for creating Bitcoin. In this week's Weekly Digest, Head of Investment Strategy, John Wyn-Evans, explores the rise of cryptocurrencies.
Investec Wealth & Investment Market Commentary September 2017
"The latest upheavals in the White House; inconclusive Brexit negotiations; populist outcry in any number of countries; and missile tests in North Korea, to name but a few regular headline-makers. And yet the last six months has been another period of prosperity for investors, with equity markets making several new all-time highs and volatility remaining low apart from a couple of short spikes a classic case of what is described in financial circles as climbing a wall of worry. Investors have been worried about a lot of things for a long time..."
Investec Wealth & Investment: Bullets Dodged...For Now
Welcome to this week's edition of Weekly Digest; a topical in-house review of world stock markets and the global economy. Head of Investment Strategy, John Wyn-Evans, has provided some short commentary on North Korea in previous editions of Weekly Digest. This week John offers more in-depth analysis on the situation.
Investec Wealth & Investment: Autumn Leaves, 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 lays out the key events investors should have marked on their calendars between now and Christmas.
Investec Wealth: Credit Where Credit is Due.
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: Joking Aside Weekly Digest
Welcome to this week's edition of Weekly Digest; a topical in-house review of world stock markets and the global economy. Have you heard a joke recently that wasn't about Trump or Brexit? Guest author and Fund Selection Specialist, Stacey Parrinder-Johnson, comments that if comedians are joking about a topic, there's uncertainty surrounding it, and if there's uncertainty the investment world will be watching too.
Investec Wealth: Market Commentary
Every day we seem to wake up to more bad news: the latest upheavals in the White House; crises in the UK's public services; populist outcry in any number of countries; and missile tests in North Korea, to name but a few regular headline-makers.
Brooks Macdonald: The UK: Could politics structurally alter the economic backdrop?
With 5 July having marked ten years since the Bank of England (BoE) last raised UK interest rates, we assess the state of the economy and its prospects in light of recent political developments. We also discuss how the shifting backdrop has the potential to affect UK asset prices.
Brooks Macdonald: Weekly Market Commentary
Watch Investment Director Ed Park's weekly market commentary and read detailed economic and market news from our in-house research team.
Investec Wealth & Investment: Roses in the Vines: Weekly Digest
Welcome to this week's edition of Weekly Digest; a topical in-house review of world stock markets and the global economy. Have you ever visited a vineyard and seen roses amongst the vines? The roses are there for good reason as a warning system for troubles the vines may also be susceptible to. In this week's Weekly Digest, John Wyn-Evans discusses the 'roses' in portfolio management.
Brooks Macdonald: Multi-asset CPD webcast
In the second of our quarterly multi-asset webcasts, Stefan Isaacs and Will Lough, analysts at M&G and River & Mercantile respectively, discuss the global trend of reflation and consider how investors can mitigate the impact of higher inflation on their long-term savings.
Brooks Macdonald: Weekly Market Commentary - 17 July 2017
Watch Investment Director Ed Park's weekly market commentary and read detailed economic and market news from our in-house research team.
Investec Wealth & Investment: Weekly Digest: Earnings Season
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, explores a number of price/earnings ratios (P/E).
Brooks Macdonald: Quarterly market overview Q2 2017
The second quarter of 2017 was generally positive for risk assets and again characterised by low volatility, notwithstanding minor spikes around the French election and amid fears that Donald Trump could be impeached.
Investec Wealth & Investment: Market Commentary July 2017
Every day we seem to wake up to more bad news: the latest provocative tweet from Donald Trump; crises in the UKs public services; populist outcry in any number of countries; and missile tests in North Korea, to name but a few regular headline-makers. And yet the rst half of 2017 has been another period of prosperity for investors, with equity markets making several new all-time highs and volatility remaining low a classic case of what is described in nancial circles as climbing a wall of worry.
Brooks Macdonald: Weekly Market Commentary - 10 July 2017
Watch Investment Director Ed Park's weekly market commentary and read detailed economic and market news from our in-house research team.
Brooks Macdonald: Weekly Market Commentary 3rd July
Watch Investment Director Ed Park's weekly market commentary and read detailed economic and market news from our in-house research team.
Investec Wealth: Partying With One Eye On The Door
Even as I hit the send button on last weeks Weekly Digest I feared that I might be tempting fate by suggesting that equity markets could continue to grind higher