Industry news and views from Panacea and our partners.

Investment Commentary_

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Aberdeen: Macro: 8 issues that will define the investment landscape in 2026


A strengthening US economy, shifting geopolitical currents and diverging monetary policy moves characterise the outlook. Understanding these forces will be critical for investors navigating a more fractured, fast-moving world.

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Aberdeen: The Investment Outlook Introduction: February 2026


Geopolitical tension, AI disruption and the arrival of a new Fed chair. What could shape markets next?

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Pictet: Seven trends to watch in 2026


The key trends in science, technology and sustainability over the next 12 months – and beyond.

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BNY: Building resilience in multi-asset portfolios


Diversification, disciplined risk management and a forward-looking approach to selecting investments is necessary for multi-asset portfolios in 2026, says BNY Investments Newton FutureLegacy portfolio manager, Bhavin Shah.

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BNY: Vantage Point: Rates, Rules and Reality Q1 2026


Vantage Point: Rates, Rules and Reality Q1 2026 "Welcome to another edition of Vantage Point, the quarterly economic and markets outlook from the BNY Investment Institute"

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Schroders: Our multi-asset investment views - January 2026


We have downgraded our view on commodities to neutral but continue to like gold as a diversifier.

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Baillie Gifford: Fragmenting systems, cultural change


Baillie Gifford investment manager, Dave Bujnowski, on how US culture is becoming chaotic, wreaking havoc for many but creating opportunities for certain types of businesses.

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Baillie Gifford: The world is about to get 'weird'


Baillie Gifford's Tom Slater, head of US equities, on why avoiding US growth stocks is perilous: AI infrastructure investment, asymmetric returns, and the paradigm shift explained.

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BNY: Vantage Point: Rates, Rules and Reality Q1 2026


Welcome to another edition of Vantage Point, the quarterly economic and markets outlook from the BNY Investment Institute.

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Aberdeen: Systematic investing: demystifying the science behind smarter portfolios


Quant investing harnesses data, technology and disciplined processes to deliver consistent, transparent and adaptable outcomes. Here’s how Aberdeen approach the science behind smarter portfolios.

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AXA IM: Politics, currencies and relative value


The US dollar is lower against most currencies so far this year. Some extreme commentary has dubbed it the “debasement” trade. Others say it is “sell America”.

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AXA IM: In focus: Active and ESG ETF rebound towards year end


Daniel Dornel, Head of ETF Research, and Chief Market Strategist Daniel Morris discuss the latest trends in investing using exchange-traded funds (ETFs). They focus on the record flows into active EFTs and the growing number of product launches.

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Aberdeen: Private markets outlook 2026: navigating opportunities through structural change


See how private markets are evolving to offer resilience and growth in 2026.

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Artemis: The AI conundrum that every investor needs to know about


DeepSeek seems like a long time ago now. It has only been a year since the introduction of China’s AI champion was being talked about as a potential ‘Sputnik Moment’ when the US feared it had lost its technological edge to a communist state.

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Pictet: Where AI will really be felt


Pictet Asset Management thematic advisory board member Carl Frey looks to the past to understand how AI is likely to transform the global economy.

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AXA IM: Electrification and AI turbocharge clean energy outlook


Clean energy started 2026 strongly as the investment theme rides the bullish sentiment around power demand, expanding electrification and the build-out of the digital ecosystem.

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Artemis: Why I used to tell people not to buy my asset class


In the world of journalism, ‘man bites dog’ is supposed to be the ideal headline – the more unusual the event, the more newsworthy it is.

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Pictet: Barometer: EM stocks set to remain at top of leaderboard


Looser monetary and fiscal policy should help equity markets build on their gains and we expect emerging market stocks to pull away from the rest over the near term.

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Aberdeen: Why physical climate risk demands investor attention


Physical climate risk is no longer a niche concern – it’s a core investment issue. Find out why.

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Artemis: The area of the bond market that’s the opposite of Ryanair


When Ryanair started selling tickets for as little as £1 back in 2009, many people couldn’t work out how the airline could afford to fly people to Europe for less than the price of a cup of tea.

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Navigating 2026: Equity Market Outlook Amid Tech Concentration and Growth Opportunities


How can investors manage AI and tech concentration risk? Sign up for Aberdeen’s live Macro Outlook 2026 webinar. Tuesday 10 February 2026 at 9am.

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Schroders: Is everything becoming AI - and how can you respond without selling equities?


Value equities can play an important diversifying role, but only if done properly. Passive approaches will fail to deliver.

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M&G: MPS - Client quarterly investment update


Your latest Client Quarterly Investment Update is now available, offering a clear view of recent market activity and what it could mean for your clients. You can download a copy below.

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AXA IM: Investing in Europe's defence: Why an ETF could make sense


Europe has accelerated defence spending in response to geopolitical uncertainty. This is creating opportunities for investors across the defence sector and industries such as next-generation technology.

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Artemis: Why it's hard to look beyond short-dated bonds for fixed income


Investors instinctively gravitate towards traditional safe havens during periods of stress. Classic 'risk off' assets such as sovereign bonds, reserve currencies and gold typically offer ballast to portfolios when uncertainty rises.

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Aberdeen: Your top ten factor-based enhanced index FAQs


What are factors? What's an enhanced index fund? Aberdeen address your questions.

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Rathbones Asset Management - The Sharpe End podcast: Stuck in the meddle


Geopolitics remains front and centre this month, as the team unpack President Trump’s push to acquire Greenland, and what America’s renewed focus on energy security and re-shoring could mean for global markets and the funds. The conversation then turns to the industrials sector - an eclectic mix of companies increasingly buoyed by the AI boom and their growing role in data centre infrastructure - where the team see compelling opportunities.

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Schroders: Gold and gold equities: after a record-breaking rally, what lies ahead?


Not since the crises of the 1970s has gold performed as strongly as in 2025, continuing into this year. Geopolitical uncertainty plays into short-term price movements, but what is the bigger picture?

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Schroders Adviser Forum: investor insights in a world of evolving risk and opportunities


What happens in the headlines doesn’t necessarily happen in the financial markets. But headlines do spark fear and uncertainty. In today’s complex and uncertain world, the role played by advisers in offering trusted guidance is critical.

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Scottish Mortgage Portfolio Update Q4 2025


Investment Specialist Hamish Maxwell reflects on the 'Golden Age of Change' driven by AI, highlights strategic portfolio exposure in transformational growth areas, and reviews recent trades focused on emerging themes such as electrification.

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Baillie Gifford: Smarter models, sharper founders: growth investing in the AI era


Baillie Gifford’s Kyle McEnery shares his approach to meeting the entrepreneurs building the future – including encounters with AppLovin, Anthropic, NVIDIA, Roblox and Reddit.

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Artemis Outlook: UK Smaller Companies


In this short video, we ask our fund managers where they are actively investing to capture the next phase of growth and how they are positioning portfolios to navigate ongoing macroeconomic risks.

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Schroders: chroders Credit Lens January 2026: your go-to guide to global credit markets


Tight valuations leave little room for error against M&A and AI related risks.

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AXA IM: Multi Asset Views - January 2026


Hear what is happening across equities and fixed income markets. Laurent Clavel discusses the markets and shares how we are positioned for 2026.

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M&G Investment: Japan Fund quarterly update Q4 2025


Watch our latest webcast to look back at the last quarter of 2025 with Carl Vine, Co-Head of Asian Investment, and Sunny Romo, Investment Director. They highlight the latest updates from the last quarter and discuss their view on the long term strategic opportunity.

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BNY: Global Short-Dated High Yield: Why spreads don’t tell the whole story


Cathy Braganza, senior portfolio manager at Insight Investment, explains why tightening spreads with high yields create a potentially attractive risk-return balance for credit investors.

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Artemis Outlook: Global High Yield


In this short video, we ask our fund managers where they are actively investing to capture the next phase of growth and how they are positioning portfolios to navigate ongoing macroeconomic risks.

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Schroders: Buybacks in the UK are increasingly popular. Here’s how they could be better.


Share buybacks can benefit investors, but UK firms are at a competitive disadvantage compared with those in the US.

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M&G Investments: Quarterly Equities and Multi Asset Outlook – Q1 2026


Markets are becoming increasingly more polarised. Investors appear to be crowding one area of the market, while dismissing the rest of it with the same apparent conviction.

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Schroders Equity Lens January 2026: your go-to guide to global equity markets


A sign of a “healthy” bull market, and how to hedge against AI risk without selling equities

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