Industry news and views from Panacea and our partners.
Investment Commentary_
M&G Wealth: Thematic Review: What you should do now [guide]
Following the publication of the Retirement Income Advice Thematic Review, we created an actionable guide to help you address the most common issues.
Artemis: Why the election will be good for small caps
Will Tamworth, co-manager of the Artemis UK Smaller Companies Fund, says the high level of M&A in UK small caps allows investors to reinvest the proceeds in under valued businesses for future returns.
Quilter Cheviot: Taking Stock - After The Bell: A Good Start To The Year
We touch on inflation, growth, Artificial Intelligence, the role of fiscal policy and how investors should be viewing the upcoming elections.
BNY Mellon: Areas of opportunity ahead of US election
Newton US equity income portfolio manager John Bailer considers how deglobalisation could impact US equities.
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.
Artemis: Why sumo wrestlers arent the only ones overweight in Japan
Artemis Fund Manager, Jacob de Tusch-Lec, says that with the Bank of Japan abandoning its policy of negative interest rates and corporate reforms finally becoming a reality, now could be time for investors to raise their exposure to this long-term underperformer.
Artemis: Has Brexit fundamentally altered the UK small-cap effect?
Artemis Fund Manager, Mark Niznik, says the steady de-rating of smaller companies is not a sign of something breaking, but of valuations becoming stretched and like a piece of elastic, they will eventually snap back.
Columbia Threadneedle: Decarbonising Steel: redefining the value chain and the role of iron ore miners
The need to decarbonise is driving innovation in the steel sector, which in turn is reshaping the global value chain for one of its key inputs iron ore.
Baillie Gifford: Why growth? Why now?
Partners Tim Garratt and Stuart Dunbar, discuss why at Baillie Gifford we are looking past the short-term noise to take advantage of some of the exceptional opportunities that the market is throwing our way. Capital at risk.
Artemis: Could this oil & gas stock get a renewable seal of approval?
About 30% of John Cranes sales now come from products and services that provide decarbonisation benefits, but unlike many companies in the renewable energy sector, it has powerful barriers to entry that should allow it to defend and increase its profits over the coming decades.
Upfront: Baillie Giffords live investment show
Episode 7 will feature a deep dive into PsiQuantum and a live Q&A with Monks Investment Trust manager Spencer Adair. Register today for Upfront, Baillie Giffords live adviser show packed with discussion and insight.
Invesco: What would a Labour government mean for the UK?
In Uncommon Truths, Invesco experts Paul Jackson and Andras Vigs provide a regular in-depth look at the big topics impacting markets.
The FCAs welcome Anti-Greenwash rule is now live
SRI Services is delighted to welcome the FCAs new anti-greenwash rule which took effect on 31st May and has taken this opportunity to share a few thoughts that may help those effected by the new rule.
The Angle from T. Rowe Price season 2 Artificial Intelligence
The speed of innovation and acceleration of the AI cycle has taken the market by storm. Host Jennifer Martin is joined by David Eiswert, portfolio manager focused on global equities to learn how a diversified portfolio manager is navigating the AI investment cycle.
Scottish Mortgages Lawrence Burns on artificial intelligence
Could AI be the most groundbreaking invention since the printing press? Scottish Mortgage deputy manager Lawrence Burns explores AI's transformative power and investment potential.
Rathbones Asset Management - In The KNOW blog: Can sustainable bonds offer shelter from the storm?
Sticky inflation and wild swings in rate-cut expectations have tested investors mettle over the last few months. Assistant Rathbone Greenbank Global Sustainable Bond Fund Manager Christie Goncalves explains why she believes sustainable bonds could be one corner of the fixed income market offering welcome resilience.
M&G Wealth: Model Portfolio Service (MPS)
It's been 2 years since we launched the Global ESG Themes portfolios and we're very proud of them.
Artemis: Explaining our hang-up with telco bonds
On the face of it, the telco sector should carry a degree of protection even if there is a downturn, people will continue to pay their phone bills. But high levels of debt and low barriers to entry mean the sector looks vulnerable as do the funds exposed to it, writes Jack Holmes.
Pictet: Data centres: embracing the impact of AI
As AI fuels the need for ever more data, we require data centres to store and process all the information securely. Businesses which contribute to the efficiency of data centres will have the upper hand.
Artemis webinar: (Un)hidden gems in global equities
Wednesday 12 June, 10am Alex Stani?, Natasha Ebtehadj and Swetha Ramachandran, managers of the Artemis Global Select Fund, will highlight where they are currently finding outstanding long-term investment opportunities across the globe.
Artemis: India: Investing in the worlds most expensive stock market
With the worlds largest population and currently the fastest growing economy, India offers impressive growth characteristics. But this comes at a price. In Shiller P/E terms, India is the worlds most expensive stock market. Raheel Altaf explains where he is finding opportunities in India at a reasonable price.
M&G Wealth: Theres another reason bond yields may stay higher for longer
Will interest rates stay higher for longer? Most often, investment managers answer this with a focus on the future path of inflation.
M&G Wealth: The investment case for emerging market debt
Our models hold a higher allocation to emerging market debt than our peers. Emerging market debt has historically been a volatile asset class. However, we believe its risk profile has decreased due to the positive economic strides made by emerging market countries over the past two decades. In this article, we explain the changes that have occurred within emerging market debt and why we believe holding the asset class in investment portfolios is an attractive strategy.
PIMCO: Preparing for Diverging Economic Paths
Marc Seidner, CIO Non-Traditional Strategies, shares his views on where investors can find relative value opportunities today amid fast-evolving markets.
Invesco: Stagflation? Sticky inflation? Seven reasons for investors to be positive
Higher-than-expected inflation has prompted questions about stagflation and when the Federal Reserve will cut interest rates. I discuss seven reasons for investors to be positive.
Fidelity Adviser Solutions: Understanding the factors that impact working women
Fidelty Adviser Solutions recent survey of over 12,000 women around the world emphasises the need for firms to have established benefit strategies. Read their guide to see how the findings could help you better retain, engage and empower your staff.
Fidelity Adviser Solutions: Financial planning considerations for 2024/25 and the LTA replacement regime
The abolition of the lifetime allowance is a real game changer in terms of saving for retirement. In this video, Fidelity Adviser Solutions explain why the door is now wide open for pension savings and covers all the new allowances and transitional arrangements. He also looks at saving outside of a pension, considering ISAs, bonds and collectives.
Artemis: Five charts: The case for investing in UK equities
Do companies listed in the UK deserve to trade on a historically wide discount to their global peers? Five charts help to explain why investors who ignore the UK risk missing out on profits that are staring them right in the face
Schroders: Podcast: How markets perform when rates are cut
On the latest Investor Download, Duncan Lamont, Head of Strategic Research, takes us through what happens in markets when interest rates are cut.
Rathbones Asset Management - The Sharpe End podcast: Going into Labour
In an election extravaganza of a year the Rathbones Asset Management multi-asset investing team discuss how they will navigate the many political changes which may be ahead, particularly in the UK where a change in the occupancy of Number 10 seems highly likely.
AXA IM: US exceptionalism: Can the worlds largest economy keep delivering for investors?
On many measures, the US economys performance in recent years has been exceptional. The Presidential election cycle provides us with convenient time periods on which to judge performance, and since the inauguration of Joe Biden, things have gone very well.
AXA IM: How generative AI is transforming e-commerce
Online retailers, top brands, and specialised vendors are quickly evolving to embrace AI, opening the door to investment opportunities. Todays leaders will be best positioned for tomorrow.
Orbis: New rules for a new worldWhat is real diversification?
In this roundtable, filmed at Citywire HQ in partnership with Orbis Investments, UK wealth managers discuss what genuine diversification looks like in the post-quantitative easing era.
Columbia Threadneedle: Multi-Manager Peoples Perspectives: More reasons for the Fed not to cut interest rates
Markets breathe a sigh of relief over the lack of further escalation in the Middle East but the focus returns to the sticky US inflation theme.
Columbia Threadneedle: Interest rate cuts back on the agenda
Pessimism about the prospects for US interest rates cuts has been growing steadily as 2024 has developed. But there was a big change last Friday.
AXA IM: Sunny with the odd shower
The big picture is unchanged. Global growth is positive, and expectations are being nudged higher. Inflation is coming down, but the phrase the final mile of disinflation is hard is a well uttered one.
Schroders: Monthly markets review - April 2024
A look back at markets in April when higher US inflation caused investors to reassess the timeframe for interest rate cuts.
Orbis: A view from Mars
Why the current environment could be good for active stockpickers, and the importance of looking at markets and investments through a different lens.
Columbia Threadneedle: Rana Plaza 11 years on
2013s disaster served as a wake-up call to the garment industry. How have factory conditions changed and how are we tackling related risks through engagement?
Artemis: How are UK market dynamics shaping up?
In this short video, Andy Gray, co-manager of the Artemis UK Special Situations Fund, explains why he thinks there is currently an interesting set-up in the UK market.