Industry news and views from Panacea and our partners.

Investment Commentary_

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Schroders: Is AI really behind a global hiring slowdown?


A consensus is emerging that AI has hit hiring in recent years. But does the available data stack up the case?

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BNP Paribas: Monthly Market Views: AI disruption and dollar hedging


Despite the disruption artificial intelligence is creating across stock markets, one thing is clear – AI-driven investment spending continues to grow. Big technology companies are expected to invest up to $650 billion on computing capacity and datacentres during 2026.

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BNY: Multi-asset: 6 for 2026 outlook


Paul Flood, Head of Mixed Assets Investment at BNY Investments Newton, examines six prospective investment catalysts for 2026 and underscores the significance of diversification across asset classes, regions, and sectors.

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Schroders: Monthly markets review - February 2026


An overview of markets in February when US shares underperformed other regions amid a rotation away from big US technology stocks.

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Aberdeen: Emerging market income equity: can MediaTek turn innovation into income?


Taiwan-based chip designer balances research investment with returning its capital to shareholders

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BNP Paribas: Diversifying US equity exposures through small-cap companies


Investing in US companies with a small market capitalisation can provide distinct benefits over exposure to large and mid-caps: small caps are often at the forefront of innovation and in early stages of the growth cycle.

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BNP Paribas: Multi-Asset Views – It’s a wild world (but a wide world)


These are the core investment decisions from this month’s report on our multi-asset investment views, by Laurent Clavel, Global Head of Multi-Asset, AXA IM Core, part of BNP Paribas AM.

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Artemis: Meet the Artemis Income team


The team explain their longstanding approach to investing, what they focus on and how they will be managing the Murray Income Trust.

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BNY: Real Return: 6 for 2026 outlook


Ella Hoxha, Co-head of BNY Investments Newton’s Real Return team, sees a constructive yet fragile outlook for financial markets, with opportunities arising from potential monetary policy easing balanced by persistent risks, including inflation and valuation constraints.

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Schroders: A snapshot of the world economy in Q1 2026


Our latest economic infographic highlights our new forecasts and considers the risk of rate cuts fuelling inflation.

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Pictet: Barometer: Stock market rotation won't derail rally


Concerns over the economic effects of AI have led to changes in the patterns of returns across stock markets worldwide. But we see no reason for the equity rally to falter over the near term.

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M&G: One ISA. More confident decisions


Client behavioural considerations are explored in more depth in the Verve whitepaper, which looks at how volatility affects client decision?making - and how smoothing can help advisers keep conversations focused on long?term outcomes, rather than short?term noise.

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BNP Paribas:View from the Markets: Not bear feeding time just yet


A shift in uncertainty relative to expectations has undermined performance in parts of the equity market since last year. However, overall market returns are healthy, and bonds are delivering.

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Artemis: Why it’s not too late to invest in emerging markets


Emerging markets had a strong year in 2025. The MSCI EM index rose 34% in US dollar terms, comfortably outperforming the MSCI World index. Even allowing for a weaker dollar, sterling investors saw returns of around 24% – roughly three times that of the S&P 500.

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Schroders: Our multi-asset investment views – February 2026


We remain positive on equities and are upgrading commodities. Find out more in our latest multi-asset views.

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Prudential ISA - saving with confidence


The Prudential ISA is a streamlined solution that brings your clients savings together into a single Stocks & Shares ISA, helping them stay organised while keeping on top of their investments with ease.

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Aberdeen: Staying balanced in an unbalanced market: MyFolio US positioning


Why diversification still matters in a market dominated by a handful of mega?caps.

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Artemis: Could overseas investors jump the queue on a small-cap recovery?


Britons remain famous for their love of queuing, instinctively adhering to the unwritten rule that they form an orderly line when more than one person is waiting for the same thing.

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Schroders: Video: what does the Iran conflict mean for inflation and interest rates?


In this video, David Rees, Schroders Global Head of Economics, explains what might change regarding inflation and the likely path of US interest rates as a result of the Iran conflict and rising oil prices.

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BNP Paribas: Iran conflict: What investors need to know


The US and Israel have taken decisive military action against Iran in what appears to be a bid for regime change. The initial market response has seen higher oil prices, a slightly stronger dollar, lower equity markets, and wider credit spreads.

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Artemis: What war in Iran means for global markets


From an investment perspective, the situation presents real challenges. The duration of the conflict remains uncertain. While some expect a resolution may come within weeks, the range of possible outcomes is wide.

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Pictet: The Iran war: scenarios for investors


The Iran war has roiled markets. Here are the scenarios investors should consider.

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Schroders: Iran conflict: diversification and portfolio resilience


Diversification is not simply about holding different assets, but about holding assets that respond differently under pressure.

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Baillie Gifford: Investing in the era of private megacaps


Investment specialist Gustav Venter explains why the rise of private-company megacaps requires a fund that can traverse the divide between private and public markets.

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Baillie Gifford : An introduction to The Schiehallion Fund


Investment manager Peter Singlehurst outlines the rationale, structure and how Schiehallion can provide access to exceptional private growth businesses.

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BNY: The roles fixed income can play in your portfolio


Discover how fixed income investments contribute to portfolio stability through consistent income generation, attractive returns, and effective diversification strategies.

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Rathbones Asset Management - Is the UK doing better than you think?


UK Opportunities Fund Manager Alexandra Jackson is busting the winter blues. Great stuff is being made in the UK – and it’s being made exceptionally well.

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Baillie Gifford : Upfront: US Equities, Emerging Markets and AI


Join host Cherry Reynard on Tuesday 17 March at 10.30am for the next episode of Upfront, Baillie Gifford’s 30-minute live investment show. Packed with up-to-date topical insights and a live Q&A.

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Schroders: Spotlight series 2026 Reframed Macro Strategy - escalation in the Middle East


We have reframed this Thursday’s Macro Strategy webinar to focus on the investment implications of the ongoing conflict across the Middle East. This will bring you insight from some of our leading strategists and investors.

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Artemis: Three big questions for fixed income investors in 2026


A year is a long time in fixed income. Just 12 months ago, monetary and fiscal policy were expected to provide support for bond markets via across-the-board interest rate cuts and a normalisation in government spending following the Covid-era highs.

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BNP Paribas Asset Management: Here come the bots


Jobs and business models are at risk from artificial intelligence disruption. That is spooking markets as it is difficult to put a valuation on companies that could be vulnerable to the onset of AI. At the same time, huge amounts of money continue to be spent on data centres and computing power.

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BNP Paribas Asset Management: 2026 inflation outlook: Navigating uncertainty


The year ahead looks set for a more balanced, although not necessarily benign, inflationary backdrop, even as the full impact of the US trade tariffs has yet to materialise in prices. For investors returns are more likely to come from income carry and specific exposure to inflation risk.

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BNY: Monthly Checkpoints February 2026


Checkpoints is a comprehensive monthly chartbook highlighting major top-of-mind themes that could shape financial markets in the near term. In addition to the broader macroeconomic discussion, Checkpoints delivers detailed views on major asset classes, including global equities, fixed income and real assets.

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M&G: Weekly market commentary - available now


The weekly market commentary from the investment experts at M&G Life Investment Office for you to read and there’s also a customer-friendly version to share directly with your clients.

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BNY: 6 for 2026 Outlook: Global Credit


Fading cash yields could see a powerful rotation into credit markets, while AI growth financing and the emerging markets could offer new opportunities. Peter Bentley gives his 6 potential catalysts for credit investments in 2026.

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Schroders: Long-run asset class performance: 30-year return forecasts (2026-55)


We expect lower long-term returns across most asset classes, driven by weaker productivity growth under a higher carbon pricing assumption this year. Equities are still expected to outperform bonds over the next 30 years, although the margin of outperformance has narrowed.

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Schroders: Why investors are thinking twice about "passive" investing in global corporate bonds


We explore three advantages of choosing active over passive strategies in global corporate bonds.

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BNP Paribas Asset Management: How to invest in tomorrow's four megatrends


Four clearly identifiable trends spanning the globe are shaping tomorrow’s world and with it, future opportunities for investors. Check out our infographic on these megatrends, the related investment themes and why investors should choose BNP Paribas Asset Management to gain exposure.

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Aberdeen: Equities: How emerging markets help investors escape US AI mania


With US equities 'priced for perfection' and market concentration at historic highs, emerging markets may offer a more balanced path to growth, and a way to reset portfolio risk.

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Schroders: Economic and Strategy Viewpoint - Q1 2026


While global growth is holding up better than expected, rate cuts risk reigniting inflation.

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