Industry news and views from Panacea and our partners.

Investment Commentary_

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Artemis: Will the outcome of the US election fundamentally alter the US economy?


Having been through eight US elections over the course of his career, Artemis’ Cormac Weldon gives his thoughts on the potential impact of the US election result on the economy in this 1min video.

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Artemis: US equities ahead of the election: tax, tariffs and (red) tape…


Cormac Weldon, Artemis’ head of US equities, outlines the policy differences between the two presidential candidates. He prefers to look beyond the election and invest in longer-term themes.

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Artemis: Webinar: Impact of US election result


Join Artemis' US equity managers Cormac Weldon and Adrian Brass as they give their reaction to the result and what they will be playing close attention to as the weeks and months unfold.

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T. Rowe Price: From Political Risk to Political Alpha – Navigating the US Election


As we approach the end of 2024, we face the biggest election of what is a global election year. With a focus on the US and US capital markets we look back over the year and take stock of the market and economic predictions that were made; analyzing those that came to fruition and those that failed to materialize.

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Rathbones Asset Management - In The KNOW blog: Developing the world’s first weight-loss cocktail


The success of new GLP-1 diabetes and weight-loss treatments might be just the beginning, writes Rathbones Asset Management’s sustainable investment analyst Neil Smith. An exciting new world of second-generation treatments are already being researched and trialled.

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Pictet: Net zero transition: the investment dynamics of the clean energy supply chain


We commissioned our research partner, the Institute of International Finance (IIF), to conduct a comprehensive study on the nature and potential severity of the most pressing risks associated with energy transition.

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M&G Wealth: What does a US interest rate cut mean for investors?


The Federal Reserve has kicked off a new era of interest rate cuts, signalling its confidence that the inflation fight is largely over. The central bank is now focusing on supporting the US labour market by reducing rates to a less restrictive level.

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JP Morgan: Weekly Bond Bulletin


As a new earnings season begins, investors will be looking closely at company earnings and guidance for a steer on the macro outlook and direction.

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Schroders: Japanese equity outlook: five questions answered


Diverging monetary policy between the US and Japan and uncertainty around internal politics have driven volatility in Japanese equities, but what’s the long-term outlook?

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LV= How can we make investing less stressful?


Share this video with your clients to show how we average fund performance over six months - to counter the volatile market's ability to trigger emotion-based investment decisions - without sacrificing the fund's long-term growth potential.

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M&G Wealth: Weekly market commentary


Look at the latest developments in investment markets with the weekly investment commentary from the M&G Treasury and Investment Office.

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JP Morgan: The Weekly Brief


Global Market Strategy & Insights from J.P. Morgan

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PIMCO: Beyond the Base Case: Preparing for the Unexpected


Learn why robust risk management and scenario planning are critical to navigating the geopolitical risks – for policymakers and investors alike.

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LV= ‘Loss aversion’ - what is it and why does it matter?


Research shows people feel the pain of losing twice as much as the joy of gaining. Share this video with your clients to help illustrate how loss aversion might be affecting them on their journey to their financial goals.

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M&G Wealth: Multi-Asset Solutions October Quarterly Update


On this event, Michael Stiasny, Director of Equities for M&G Investments provided an outlook for UK equities.

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AXA IM: Policy Mixology


Paradoxically, although it is now consensus that the Fed should have been more prudent in September, the market is now almost exactly aligned with the FOMC’s dot plot.

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Orbis: Positioning for uncertainty


In this video interview, Alec Cutler reflects on lessons learnt as a lifelong contrarian investor, including a "challenging, scary and exciting" period over the past ten years running the fund.

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How you can leverage investment psychology with LV= Smoothed Managed Funds


The LV= Smoothed Managed Funds combine the growth potential of a modern multi-asset fund with fund price averaging for a smoother journey.

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AXA IM: Bonds, bridges, and burdens: China’s local government debt in focus


It is widely acknowledged that China’s “economic miracle” over the past three decades was largely driven by industrialisation – shifting from an agrarian economy to an industrialised one.

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M&G Investments: Income and growth: Is multi asset investing back in the limelight?


With yields and interest rates potentially peaking, Stefano Amato, Multi-Asset Fund Manager, re-examines the case for a robust multi-asset approach targeting income and growth over the long-term.

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JP Morgan: Weekly Bond Bulletin


As a new earnings season begins, investors will be looking closely at company earnings and guidance for a steer on the macro outlook and direction.

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PIMCO: Securing the Soft Landing


The fixed income outlook remains strong across multiple economic scenarios as the U.S. Federal Reserve joins other central banks in cutting interest rates. Read our latest 12-month outlook now or watch the webcast.

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AXA IM: Avoided Emissions: Why it matters to investors to account for what does not exist


To stop global warming, society needs to reduce its greenhouse gas (GHG) emissions and reach a state of net zero – the point at which the GHG concentration in the atmosphere stabilises and is no longer increasing. Such a goal requires an energy transition.

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Artemis: 5 charts: The case for allocating to short-dated high yield


What if we told you that you could get equity-like returns, with less than half the volatility, and in an asset class that diversifies your return stream away from momentum and economically sensitive sectors? Where does this opportunity lie? In short-dated high yield bonds.

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Schroders: A snapshot of the world economy in October 2024


This month’s economic infographic looks at China’s efforts to decarbonise its energy sector, asks how long it might take for the country’s property sector to bottom out, and considers the risks of an aggressive US rate cutting cycle.

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LV= Investments for humans


Investing is emotional. Your clients, like you, are influenced by emotions when making investment decisions. That's why advisers are turning to our Smoothed Managed Funds to help counter market volatility and boost client confidence.

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M&G Wealth: Weekly market commentary


Look at the latest developments in investment markets with the weekly investment commentary from the M&G Treasury and Investment Office.

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Power of 3 virtual event


We're delighted to inform you that registration for the next Power of 3 virtual event is now open. Please join BlackRock, J.P. Morgan Asset Management and Schroders on Thursday 21 November from 9.00am to hear insights from leading portfolio managers on a range of relevant topics for your clients.

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M&G Investments: Connecting the Dots: US elections – what are investors watching?


In this episode, Anthony Balestrieri and Tony Finding discuss what investors are keeping a close watch on – from the bearing that election outcomes have on the global economic trajectory to fiscal expenditure and the ever-present market disciplinary forces.

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Pictet: Taking the measure of Trump and Harris


While markets have so far been relatively sanguine about the coming US presidential election, investors will do well to focus on implications for individual assets as the poll draws closer.

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Schroders: Interest rates, inflation and elections: what’s dominating investor sentiment?


Our Global Investor Insights Survey uncovers the political and economic themes that are top of mind for investors globally.

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Scottish Mortgage on the benefits of private company investing


Tom Slater and Lawrence Burns explains why investing in private companies gives shareholders access to the most innovative and unique growth opportunities globally, including in space travel, quantum computing and drone logistics. Capital at risk.

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Scottish Mortgage in conversation with Wise


Kristo Käärmann CEO of digital payments platform Wise tells Scottish Mortgage’s Lawrence Burns how a customer-centric approach is helping revolutionise global money movement. Capital at risk.

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Schroders: Capitalising on current opportunities in European short-term bonds


Understanding falling yields in the bond market might seem tricky. Here we explore some of the advantages of investing in short-term bonds.

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J.P. Morgan Asset Management: Q4 Guide to the Markets


The Guide to the Markets illustrates an array of market and economic trends using compelling charts, providing you the building blocks to support conversations with your clients.

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Artemis: Have recent stimulus measures made China investable again?


Artemis’ Natasha Ebtehadj delves into the detail of September’s policy announcements from Beijing to see whether they are really enough to kick-start a prolonged recovery in the Chinese stock market.

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Artemis: 30 years of bond investing: Seeking the silver lining


One lesson Artemis’ Stephen Snowden has learned over the course of his 30-year career is that markets struggle to accurately forecast interest rates. Are investors about to get it wrong again? Might rates need to fall further than anyone currently expects?

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Artemis: Bond duration: Short can be sweet


In the QE era, adding duration to your bond portfolio – and holding onto it – was an effective investment strategy. But as Artemis’ Liam O’Donnell explains, economic and market conditions have changed – and there are better ways to profit from the opportunities today’s bond market offers.

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Artemis: How much longer will the UK remain a buyers’ market?


For the first time in a decade, overseas investors are beginning to pay attention to the once unloved UK market. Artemis’ Ed Legget explains why even a modest reallocation of global capital towards the UK could trigger a dramatic re-rating of one of the world’s cheapest stockmarkets.

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Artemis: Why emerging market investors shouldn’t copy Indiana Jones


Artemis’ Raheel Altaf says that analysing emerging market companies from the UK, rather than the emerging markets themselves, ensures he remains emotionally detached and allows him to focus on what really matters.

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