Industry news and views from Panacea and our partners.
Investment Commentary_
PIMCO: Unlocking Potential in Active High Yield Bonds
Portfolio Manager David Forgash discusses the high yield bond markets today, and highlights the benefits of active management.
JP Morgan: Getting to grips with carbon credits
Voluntary carbon markets have matured substantially since they first emerged around 20 years ago. Yet as these markets have grown, so have the questions around how they are evolving.
AXA IM: Will COP29 be an enabling COP?
The United Nations Climate Change Conference COP29 follows the first-ever stocktake of global climate action.
Pictet: Renewable natural gas: turning trash into low-carbon energy
First used by the Assyrians, biogas is evolving into a viable low-carbon solution that could yield a number of environmental and financial benefits.
M&G Investments: Analysing greenhouse gas emissions: Its not as easy as 1-2-3
Emissions accounting is fraught with complexities and inconsistencies. We explore the key challenges investors face, and the steps they can take to overcome them.
Pictet: China stimulates, emerging countries win
China's incipient recovery, primed by rounds of stimulus, is adding to emerging markets' positive momentum, compounding the effects of falling global interest rates and trade normalisation.
Schroders: A differentiated approach to Multi-Asset Investing
It has been almost three years since we observed a climax in the low-inflation regime that defined the post-GFC era. The investment environment in the period since has proved very different, characterised as it has been by higher inflation.
Quilter cheviot: Capital Gains Tax and MPS
A reduction in the annual exempt amount (AEA) for capital gains tax is one of the biggest changes for investors in this tax year.
JP Morgan: European economic recovery: Separating cyclical from structural weakness
While growth has been slower than many anticipated at the start of 2024, it seems likely that some of the headwinds will fade.
M&G Wealth: Weekly market commentary - available now
The weekly market commentary from the investment experts at M&G Treasury & Investment office is now available for you to read and theres also a customer-friendly version to share directly with your clients.
PIMCO: From Fragility to Greater Stability: Economic Outlook and Investment Strategies in the Euro Area
Despite a weak growth outlook the Euro areas increased resilience and stability makes European fixed income investments attractive.
AXA IM: Multi-Asset Investments Views: Bond market optimism runs into reality again
Historically, bond investors have either been associated with a certain pessimism or well-informed optimism while equity investors have been portrayed as eternal optimists.
Schroders: Why its important to stay calm after the Budget announcement
We may see volatility in the markets as a result of these announcements, given the breadth of change. Here are some useful insights to share with your clients on how markets have reacted in the past.
Quilter Cheviot: What the US election means for discretionary fund management
Donald Trumps historic victory marks only the second time the US has elected a president to non-consecutive terms after Grover Cleveland in 1884 and 1892.
JP Morgan: The Weekly Brief
Each week J.P. Morgan Asset Management's Global Fixed Income, Currency and Commodities group reviews key issues for bond investors through the lens of its common Fundamental, Quantitative Valuation and Technical (FQT) research framework.
PIMCO: Emerging Markets: The Biggest, Fastest Growing, and Arguably Least Understood Pool of Credit in the World
Learn why emerging market debt is best used to reduce risk rather than chase yields.
JP Morgan: The Weekly Brief
Global Market Strategy & Insights from J.P. Morgan Asset Management
Quilter Cheviot: Taking Stock - After The Bell: UK Budget Update
We are joined by former Chief of Staff to the Chancellor of the Exchequer, Adam Smith who shares some words of wisdom from his time in Whitehall.
PIMCO: Trumps Second Act: What to Expect in 2025 and Beyond
Even with Republicans poised to control the White House, the Senate, and the House of Representatives, slim congressional majorities could hinder the presidents efforts to enact his agenda.
AXA IM: Ingenuity and opportunity: Navigating the path to net zero
The United Nations climate change conference COP29 will be an important milestone in the journey to net zero
JP Morgan: How could the US election result impact the Inflation Reduction Act?
A full unwind of the Inflation Reduction Act is unlikely regardless of the US election outcome, but electric vehicles and wind power are two industries where policy could be most impacted.
M&G Investments: Ice cream for dogs: Why energy demand just cannot stop growing
Granular energy transition models all contain an inherent tension between better energy efficiency due to technological progress, and the emergence of new energy use-cases, which are often made possible precisely because of evolving technology.
Schroders: The Value Perspective Podcast with Stephen Lezak
welcome to the latest episode in our ESG miniseries. This week, we are joined by Stephen Lezak, a senior leader at OxCarbon, a start-up spun out of Oxford University in 2021
Schroders appointed by Cirencester Friendly to run £75 million portfolio
Cirencester has provided income protection and additional support to thousands of members for more than 130 years. This appointment has reinforced Schroders credentials as an insurance asset management leader in the financial mutuals sector.
Fidelity Adviser Solutions: New retirement training video support
If you are studying for the CII exams or need a refresher, Fidelity Adviser Solutions have a series of new videos related to the three new allowances replacing the LTA, the transitional tax-free amount certificate and transitional protections - fixed, individual, primary and enhanced. We also have a new video giving an overview of death benefits.
Future Stocks: Our best investment ideas in Asia
Baillie Giffords Qian Zhang highlights three Asian companies at the forefront of global structural trends: Samsung, Delhivery and Bank Rakyat. Demonstrating why Asia is growing faster than anywhere else. Capital at risk.
Fidelity Adviser Solutions: IFA DNA 2024 - key themes
To mark the 5-year anniversary of Fidelity Adviser Solutions IFA DNA research, we brought together key clients, with journalists from trade publications to discuss some of the researchs key themes, including the future of advice, the advice gap, attracting younger clients and the value of advice. Watch our video highlights.
Rathbones Asset Management - The Sharpe End podcast: Trump Ad-Vance
A lot going on this month, so the Rathbones Asset Managements multi-asset team focus on two rather large events which took place within a week of each other. First up is the big show across the pond: with Trump now claiming his seat in the Oval Office the team give their immediate reaction to his victory and discuss what it could mean for markets and their funds. Then the team swing to look at the ramifications of the Labour governments first Budget. How much of the doom and gloom sown before Budget Day was reaped, and how will it affect UK economic growth and UK markets?
Pictet: What does Trump's victory mean for markets?
Donald Trump's presidency should be good news for the dollar and US equities, but less positive for US bonds and emerging markets.
J.P. Morgan Asset Management: US election 2024
The US election campaign is over, but what do the results mean for investors? Karen Ward, Chief Market Strategist for EMEA, discusses the potential market impact with Dr. David Kelly, Chief Global Strategist.
Future Stocks: Our best investment ideas in Japan
Baillie Gifford investment specialist Thomas Patchett identifies three Japanese companies, Softbank, Rakuten and Eisai, as leaders in automation, digitalisation and healthcare, creating opportunities unsung by the market. Capital at risk.
Future Stocks: Our best investment ideas in Europe
Where are Europe's hidden growth opportunities? Baillie Giffords Thomas Hodges, explains how companies Lonza, Topicus and Soitec thrive, revealing a far more interesting investment landscape than headlines suggest. Capital at risk.
2024 US election outcome: implications for investors
Markets have responded to Donald Trump's election victory by anticipating pro-growth policies and higher inflation. Schroders' experts share their longer-term views on what his return to office will mean for the US economy and world trade, global equities, fixed income and the energy transition.
T. Rowe Price: What Trumps win means for policy, the economy, and markets
Republican Donald Trumps victory in the U.S. presidential election gives him another chance to build on many of his priorities from his first term in the White House. An assertive approach to trade policy that leans heavily on tariffs is likely to be an area of emphasis, along with deregulation.
LV= Three ways human behaviour is impacting your financial advice
There are many natural human tendencies that influence decision-making every day. While classic economic theories asserted that people act rationally, we know (through decades of social and psychological research) that this is not the case. Our emotions are too powerful.
Scottish Mortgage: Portfolio Update Q3
Investment Specialist Hamish Maxwell delivers an update on Scottish Mortgages portfolio positioning, including allocation to Chinese companies, private holdings, artificial intelligence, and the latest buys and sells. Capital at risk.
Why now for corporate credit?
Catch up on the conversation between Cherry Reynard and Baillie Giffords head of credit Lesley Dunn in episode 8 of Upfront, as they delve into recent market volatility and explore how Diploma is supplying critical equipment to entities such as Formula One. Capital at risk.
Artemis: Back to the 70s? Pay rises are just back to normality
Artemis UK Smaller Companies William Tamworth says too many investors still struggle to comprehend that the decade that followed the Global Financial Crisis was an anomaly and above-inflation wage increases for public sector workers are just the latest sign of a return to the status quo.
Artemis: UK equities in 5ive
The reasons not to hold the UK are becoming less and less convincing, and its not just domestic investors who now recognise its potential. Are we about to see the catalyst for a re-rating?
Fund in 5: Artemis Short-Duration Strategic Bond Fund
Artemis Fund manager Stephen Snowden looks at the fund from 5 angles including the asset class and investment process and why he believes investors are now looking for more flexible short-duration exposure.