Industry news and views from Panacea and our partners.
Investment Commentary_
T. Rowe Price: Key considerations for global equities beyond the U.S. election
Looking beyond the election, the outlook appears relatively bright. The U.S. economy is growing, inflation is under control, and consumer and business balance sheets are in good shape.
J.P. Morgan Asset Management: Euro investment grade corporate bonds: Seeking alpha from an active research-driven approach
Attractive yields and resilient corporate fundamentals are creating compelling opportunities in euro investment grade (IG) corporate bonds. We believe our JPMorgan Funds Euro Corporate Bond Fund, with its focus on active security selection, is well positioned to drive alpha generation in this market.
J.P. Morgan Asset Management: What can sustain the latest Chinese equity rally?
The recent market rally underscores the impact of depressed valuations, light investor positioning and favourable policy catalysts, with MSCI China's forward P/E ratio rising to align with the 15-year average.
J.P. Morgan Asset Management: Budget choices and challenges facing the new UK chancellor
Ultimately, the UKs real fiscal challenge lies in the stark demographic changes set to play out over the coming decades.
J.P. Morgan Asset Management: UK equity market: A value opportunity, not a value trap
This years cyclical upswing in the UK economy is another factor that could pique the interest of equity allocators.
J.P. Morgan Asset Management: US election 2024: EMEA investor guide
The 2024 US election race is well underway and has already delivered a number of unprecedented surprises. Our regularly updated election insights provide investors with the information they need as the election story evolves ahead of 5 November. Last updated: October 2024
Webinar: Artemis Short-Duration Strategic Bond Fund
Thursday 17 October, 10:00am In this webinar, Artemis Stephen Snowden and Liam ODonnell explain why a fund with its core in short-dated investment-grade bonds but with the flexibility to enhance returns by investing in short-duration bonds more widely may represent a sweet spot for cautious investors. Short-duration bonds offer similar yields to their longer-dated peers but with lower interest-rate risk and significantly lower volatility.
Artemis short-dated global high yield webinar
Tuesday 22 October, 10:00am What if we said that you could get equity-like returns, with less than half the volatility, and in an asset class that offers diversification away from momentum and volatile macro-economic sentiment? Where does this opportunity lie? In short-dated high yield bonds.
T. Rowe Price: U.S. Election: What's at stake for M&A and antitrust policy?
Joe Bidens stepped-up effort to curb anticompetitive mergers and business practices was a departure from the past 45-plus years.
T. Rowe Price: Inflation, Energy and Market Volatility - Perspectives on Global Equities
So I do think there are many parts of inflation that are sticky. And I think we can talk about why I think some of those things are sticky. But I really thought that Chinese growth would have made inflation a worse problem in the last year.
Baillie Gifford: Future Stocks: Our best investment ideas in the US
Whats special about the US market? Baillie Gifford investment specialist Ben James shares what makes it stand out, highlighting DoorDash, The Trade Desk and CoStar as growth companies making the most of it. Capital at risk.
Baillie Gifford: Future Stocks: Our best balanced investment ideas
Investment specialist Lucy Haddow explains how investments in salad restaurant Sweetgreen, car dealer Inchcape and low-cost airline Ryanair have benefitted Baillie Giffords balanced approach. Capital at risk.
Fidelity Adviser Solutions: The advice sectors future practitioners hopes and fears
IFA DNA is Fidelity Adviser Solutions' annual examination of the opportunities and challenges facing advice firms today. It explores their plans for the future, the pressures affecting the sector and how advisers are responding to industry-wide themes. Download this years report to find out practitioners views on their firms prospects for growth, what impact AI may have on their businesses and what theyd like to see from the new Labour government.
Baillie Gifford Managed Fund: navigating the bond landscape
Bonds offer a unique blend of diversification and potential returns. How does the Managed Fund capitalise on this? With a strategic mix of government and corporate bonds, the Managed Fund aims to outperform in a fluctuating market.
Now available: The latest edition of Rathbones Asset Management In Conversation
Since their last video updates, markets have been buzzing with activity and significant developments, including political shifts, rate cuts and rotations.
LV= How could smoothed funds support clients in difficult markets?
Market volatility can leave investors anxious as they question how these conditions might affect their returns. In times of instability, some clients might delay making investment decisions and could therefore be missing out on valuable time in the market.
LV= Onshore Bond the forgotten wrapper
In a landscape where financial advice often directs customers towards wrappers like an Individual Savings Account (ISA) or a Self-Invested Personal Pension (SIPP), Bonds, whether onshore or offshore, are an underutilised financial planning tool.
LV= FCA's thematic review on retirement income
The decumulation landscape has evolved significantly since Pension Freedoms were introduced in 2015, and the FCAs Thematic Review of Retirement Income Advice aims to drive thousands more consumers toward receiving retirement recommendations aligned to their needs.
LV= Market Perspectives: In conversation with Samantha Brownlee
Our Chief Investment Officer, Adam Ruddle, recently met with Samantha Brownlee, Portfolio Manager, UK Equities at BlackRock to discuss whether we are seeing a turning tide for UK equities and where Samantha can see lasting opportunity.
LV= Retirement planning: the long-term impact of short-term thinking
With increasing life expectancies and a shift from defined benefit to defined contribution pensions, we explore the importance of long-term investing in an evolving retirement landscape.
LV= How the female wealth shift is reshaping investment strategies
We explore the key considerations for financial advisers in developing more tailored and robust, goal-oriented investment strategies that cater to the needs and preferences of women.
Cura: Practical Protection Podcast - Fibromyalgia
We have Matt Rann back with us and we are talking about fibromyalgia and how this is considered in protection insurance. We are going through how fibromyalgia affects the body and mind of a person, there are a lot of symptoms and everyone is affected by the condition in a different way.
M&G Investments: Do elections really matter to investors?
A single election rarely modifies the trajectory of the global economy in a drastic way. Therefore, the importance of election outcomes to investors is inherently linked to changes around the fundamental way that societies and economies are structured.
Pictet: AI-powered digital pathology: disrupting healthcare services
AI-powered digital pathology promises to deliver faster, more accurate results and improve cancer care.
Cura: Practical Protection Podcast - Group Life Insurance
I am back with an episode on group life insurance to talk through the key things to know when you are advising on this product. Group life insurance is very technical and its not possible to cover everything in this episode, but you will get a better understanding of what to watch out for as an adviser.
Quilter Cheviot: Taking Stock - After The Bell: The Great Wealth Transfer
The panel discuss the 'Great Wealth Transfer' and the potentially huge cascade of wealth from the Baby Boomer generation to their children and grandchildren.
M&G Investments: Regime change? What Japans new prime minister might mean for the stock market
Shigeru Ishiba has become Japans new prime minister, following his surprise victory in the ruling Liberal Democratic Partys leadership contest. The initial market reaction has been negative but should investors worry?
AXA IM: Leading the charge
Surge in US data centre growth is powering renewable energy investment opportunities
AXA IM: Following a bumper 2024, whats next for the US economy and market?
Novembers presidential election will clearly be important as we look to 2025. One potential outcome is likely to see something of a continuation of the economic policies which have helped growth since the recovery from the pandemic.
Quilter Cheviot: Its all about trust
Trusts are pivotal in strategic financial planning, providing a secure method for managing assets according to ones wishes.
Pictet: Demystifying unconstrained fixed income investing
Unconstrained fixed income strategies can easily adjust to changing macro conditions, allocate beyond the mainstream and use duration to maximise returns.
Orbis Global Equity
Our investment approach is designed to capitalise on gaps between stock prices and the intrinsic value of the businesses they represent. The bigger the gap, the more attractive the opportunity. Normally, the stockmarket sets the price while we focus on analysing the fundamentals of the business.
Columbia Threadneedle Investments: Is now the time for Multi-Asset?
Join Keith Balmer, Portfolio Manager at Columbia Threadneedle Investments and other experts on the panel as they navigate current market dynamics, risks, and opportunities.
M&G Investments: Foreign takeover bid for Japans 7-Eleven owner is a watershed moment for the countrys corporate sector
For the vast majority of my career, Western companies have hesitated when faced with Japanese acquisition targets, even when valuations were compelling.
Pictet: Barometer: Advancing the energy transition with government help
Policies and regulations are key to energising a revolution in clean power and carbon reduction, according to carbon capture start-up Climeworks.
Schroders: Global developments in sustainability regulation and policy: Q2 2024
We highlight the latest sustainability policy milestones that are shaping the investment industry.
AXA IM: COP16: A crucial step towards achieving global biodiversity targets
The upcoming United Nations (UN) biodiversity conference, COP16, marks a pivotal next step in implementing the Kunming-Montreal Agreement signed by 196 governments at 2022s COP15.
Columbia Threadneedle Investments: The climate risk hot potato which sector will be left with burnt fingers?
A secure and consistent supply of critical minerals is fundamental to the energy transition and to achieving net-zero, but demand is putting pressure on supply chains and costs, and risks polarising sentiment around the energy transition.
M&G Investments: Aligning an investment fund to the Paris Agreement
Climate change is a real-world phenomenon, existing outside the parameters of an investment fund.
Schroders: Quarterly markets review - Q3 2024
A look back at markets in Q3, when the Federal Reserve cut interest rates and China announced stimulus.