Industry news and views from Panacea and our partners.
Investment Commentary_
Baillie Gifford: Japan: a new dawn for growth investing
Baillie Giffords Donald Farquharson has invested in Japan since the 1990s. He thinks this recovery could be here to stay. A veteran observer of the Japanese markets false dawns reflects on the transformed company landscape offering hope for long-term growth.
T. Rowe Price: Our response to a changing world
David Eiswert explains how hes still focused on finding companies with improving returns
T. Rowe Price: 3 lessons for an uncertain environment
David Eiswert outlines his rule of 3 for the current environment and how hes excited about new opportunities emerging
T. Rowe Price: Moving to a new equilibrium path
David Eiswert explains how the world is now on a different path where inflation creates inflation
T. Rowe Price: Decoding the Feds higher for longer narrative
David shares his thoughts on the Feds efforts to curb inflation and bring interest rates down within the context of an election year.
LV= Cost of living rise forces consumers to delay major life decisions
Research from investment, protection and retirement specialist LV= shows how financial worries are leading to people delaying major life decisions such as getting married, buying a first home, starting a family or changing careers.
Scottish Mortgage on Aurora: the technology company transforming trucking
Change how you move goods, change the world for the better. Chris Urmson, chief executive and co-founder of Aurora, discusses with Scottish Mortgage Manager Tom Slater what impact driverless trucks will have. Not just on the industry, but transportation at large.
Jupiter Merlin Weekly Macro: The US has a big debt problem
This Merlin Weekly Macro looks at government debt problems in the US, as Bidens administration continues to Go real big on both spending and borrowing.
Aegon: Financial wellbeing
Our role is to help advisers encourage clients to plan for their futures whatever that may bring. Here you'll find our latest research, guidance and support helping you to identify new advice opportunities.
Allianz Global Investors: Why we think UK gilts offer good value now
In a world of cheap bond markets, gilts stand out.
PIMCO: Credit Outlook: High Quality Bonds Offer Equity-Like Return Potential
Hear from PIMCO experts about how investors may benefit from capturing todays compelling yields among high-quality bonds, including investment grade credit.
Orbis: Behind the balance sheet The pragmatist
Alec Cutler, Manager of the Orbis Global Balanced Fund discusses his investment approach, markets, inflation, and what makes a successful investment team.
AXA IM: Advances in AI and tighter labour markets sees the robotics and automation sector soar
Significant advances in artificial intelligence (AI) coupled with labour markets that continue to be tight are ramping up the use of automation.
Schroders: Chinas consumers spark surprise boost for struggling economy
Latest GDP data exceed expectations, while improving exports outlook does not appear to be fully priced into markets.
Pictet: AI and quantitative investing: the beginning of a beautiful friendship?
Generative AI and ChatGPT have captured the public imagination. Asset managers have been watching developments closely too.
Schroders: Sustainable Investment Report Q3 2023
A snapshot of our voting and engagements from the third quarter, as well as details on active ownership in practice and our insights on topics including physical risks in the apparel supply chain.
AXA IM: COP28: What can investors reasonably expect?
COP28 follows the first global stocktake of progress towards climate goals, which have starkly highlighted that far more action is urgently needed.
Columbia Threadneedle Investments: Where to next for interest rates?
Whats the possibility of US rate cuts next year being much bigger than the market has priced in and much bigger than the Federal Reserve has been guiding?
LV=: Smoothed Managed Funds Adviser Guide
View and download our Smoothed Managed Funds adviser guide.
Allianz Global Investors: Chinas diverging bond and equity markets
Chinas sovereign wealth fund increased its stake in the biggest banks this week for the first time since 2015.
Columbia Threadneedle Investments: Recognising the value in government bonds
Explaining why and how our CT Universal MAP portfolios are positioned to take advantage of an anticipated shift in inflation and interest rate expectations.
New LV= wellness tracker finds more than 40% of UK adults are struggling financially
Twenty two million UK adults are financially struggling today, leaving the nations financial resilience at an even lower ebb than during the height of the Covid-19 pandemic
Columbia Threadneedle Investments: When will the bond Bear Market end?
Central banks are maintaining the higher for longer narrative. Steven Bell, Chief Economist EMEA, explains why he thinks cuts are likely early in 2024.
Allianz Global Investors: Conflict adds to Middle East uncertainty
A sudden flare-up in violence between Israel and Hamas has left more than 1,500 people dead and re-ignited the longest-running conflict in the Middle East. The resulting geopolitical uncertainty may spark higher oil prices.
Orbis: Graeme Foster on Global Longevity Investments
Graeme Foster, speaks to Bloomberg Radio host Barry Ritholtz about his approach to long-term investing, how Orbis creates alignment with clients, and navigating a challenging market environment.
Pictet: ESG ratings under the microscope
ESG corporate ratings are redrawing the financial landscape, yet investors often struggle to interpret them.
LV=: Introducing the LV= Wellness Tracker
For the three-year anniversary of the Wealth and Wellbeing Research Programme, we have launched the LV= Wellness Tracker. A unique measure of the nation's financial resilience.
M&G Wealth: Family Wealth Unlocked report - have you got yours yet?
Around 800 of your peers have received this year's edition of the Family Wealth Unlocked report - now download your copy to get insights from over 2,000 advised clients.
Metlife: Interactive Product Brochure
Our easy to browse ChildShield brochure is ready to share with prospective clients.?
Columbia Threadneedle Investments: Unlocking value in Japanese equities
Japans companies are adopting more shareholder friendly policies. We explore the opportunities for investors and explain why were currently overweight Japanese equities across the CT Universal MAP portfolios.
Jupiter AM: Emerging markets: The worlds great engines of growth
Leighton Riley, Investment Director, explains why he and the team are optimistic about the outlook for emerging market equities.
Jupiter AM: Higher Inflation and the dilemma for central banks
Mark Nash discusses the difficult choices facing central banks as inflation lingers and what it might mean for absolute return bond strategies.
BNY Mellon: Leading the way
The combination of growth and resilience are attributes highly sought after by investors. In the form of the BNY Mellon Global Leaders Fund, Walter Scott1 has created exactly that. George Dent, investment manager at the firm, looks at what helps its strategy stand out from the crowd.
Jupiter AM: UK stocks: the road ahead hinges on politics
Ed Meier analyses what the macro environment and politics mean for investments in the UK
Pictet: Robotics: five reasons to invest
Robots are taking over the world. We look at how investors can tap into the theme.
Prudential: Climate change - preparing for a transition
Climate change is set to be one of the defining structural drivers of the next 30 years. What's the potential impact on capital markets if action is taken, or not?
Allianz Global Investors: Making investment count
Investors have been discussing more on a structural topic on China about its high investment to GDP ratio and the corresponding payoff of this vast investment.
Baillie Gifford: Can we mine sustainably?
Traditional mining comes with a host of negative impacts so can we enter the mineral age without getting our hands dirty? Baillie Giffords Kajetan Czyz explains more.
Baillie Gifford Managed Fund - Manager update
Watch joint manager Steven Hay and investment specialist Philip Scott reflect on the year so far, challenges for growth investors and why the team maintains confidence in the Managed Funds long-term growth potential.
BNY Mellon: Why income continues to shine
For years loose monetary policy meant companies spent cash on what they liked. Todays higher interest rates are changing that.