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@PanaceaAdviser.com: 18 Years of Empowering Financial Advisors
In the fast-paced world of finance, staying up-to-date with the latest trends and knowledge is crucial for financial advisors to provide the best service to their clients. Over the past 18 years, @PanaceaAdviser.com has emerged as a leading online platform, dedicated to empowering financial advisors with comprehensive resources, tools, and a vibrant community. Through their innovative approach, @PanaceaAdviser.com has played a vital role in transforming the way financial professionals acquire and share knowledge. Let's take a closer look at the remarkable journey of @PanaceaAdviser.com and its impact on the financial advisory industry.
Schroders: With cash earning 5%, why risk money on the stock market?
Savings rates have trebled in 12 months, and UK savers can earn over 5% on one-year deposits. So doesnt it make sense to cut risk and stick to the safety of cash?
Jupiter: The Merlin approach to ESG
George Fox, Investment Manager, Independent Funds, explains the teams philosophy and process regarding environmental, social and governance (ESG).
Quilter Cheviot: Taking Stock - Risk and Return
When the rate of return that you get for taking no risk is zero, it is easy to see why one would want to take risk to generate some (any) return. But today the risk-free rate isnt zero, it is the highest its been in fifteen years.
Schroders: Why active AND passive investing can be the right choice for your client's portfolio
From macro to micro, our investment solutions range takes a data-driven approach to building portfolios that are tailored to the unique characteristics of each asset class.
LV=: Are investment choices meeting client objectives?
In a challenging economic climate, with an increased tax burden, and the introduction of Consumer Duty rules it is important that advisers are working with clients to fully understand their concerns. So how do we look towards different investment options and make sure they stay in touch with client objectives?
BNY Mellon: Is it transformation time for AI?
How artificial intelligence could reshape business and drive new investment opportunity.
Jupiter: US economy set to soften in second half
Huw Davies analyses the implication of the US debt ceiling deal on the markets and the economy.
Jupiter: A game of probabilities
Will they be able to avert a hard landing? Will there be substantial rate cuts in the coming months?
Jupiter Merlin webcast: Introducing Jupiter Merlin Select
The Jupiter Merlin team presented on the launch of the new Jupiter 'Merlin select' range of funds. A complementary suite of multi-manager portfolios which sits alongside the existing Merlin range.
Pictet: The battle for green supremacy
Governments across the world have intensified efforts to secure an ever bigger slice of the environmental tech market.
Columbia Threadneedle: Will 5% UK mortgage rate hit house prices?
Theres been a big change in the UK macro-outlook - cautious optimism has replaced doom and gloom.
AXA IM: Spread the word: Managing drawdown risks in corporate bond portfolios
A credit portfolio has a pretty straightforward goal an investor wants exposure to the global corporate bond market while maximising yield and avoiding defaults or downgrades.
Columbia Threadneedle: Investment implications: the US Inflation Reduction Act is a wake-up call for the EU
The US IRA and the EUs Green Deal Industrial Plan share many common themes, but what are the investment implications as the two go head-to-head, and what China might do in response?
Schroders: Who's really managing the money?
As a provider of model portfolios, we have seen a continual rise in adviser demand for 'whitelabelling'. This can present challenges and the new Consumer Duty regulations raise additional questions about what the future holds for co-manufacturing model portfolios in particular.
PIMCO: Targeting Relative Value Opportunities
Learn where were finding interesting opportunities across and within asset classes, with Erin Browne, asset allocation portfolio manager, and Justin Blesy, asset allocation strategist.
PIMCO: Three Themes Investors Need to Know
Watch PIMCO experts discuss the three macro themes investors should watch for throughout the rest of 2023.
Orbis Global Equity
While investor sentiment towards the broader financial services sector may sour a little in the wake of the recent banking collapses, as contrarian, long-term bottom-up investors we believe that if you dig a bit deeper there are a number of attractively valued and resilient businesses...
Pictet: The Quest for the right defensive portfolio
With macro-economic uncertainty likely to roil markets for years to come, investors would be wise to consider adding defensive strategies to their portfolios - strategies like Quest
Prudential: Trust Registration Service (TRS)
Learn about the requirements of the TRS which became operational on 13 July 2017 in this article from PruAdviser.
Schroders: Six charts that show how cheap UK equities are
How undervalued are UK equities? Let me count the ways.
Guardian: Its time to get on the front foot
As the cost-of-living crisis bites, Guardian surveyed and interviewed advisers and industry experts to get their views on the impact on the protection market, and the strategies theyre adopting to navigate these difficult times.
Allianz Global Investors: The China Briefing - Waiting for the consumer
Financial markets are clearly losing confidence in Chinas economic recovery. This doesnt go just for equities in recent weeks Chinas government bond yields have declined, the currency has been weaker and the prices of many commodities, including iron ore and copper, have also fallen.
Columbia Threadneedle: Are Bonds in a Bear Market?
The rise in yields makes bonds attractive. The price has already adjusted and demand should come back, switching out of other financial assets.
Pictet: The rise of generative AI
Generative AI has the potential to change the way we live and work and could soon redraw the landscape for investors in technology stocks.
Schroders: Why active AND passive investing can be the right choice for your client's portfolio
From macro to micro, our investment solutions range takes a data-driven approach to building portfolios that are tailored to the unique characteristics of each asset class. We leverage the strengths of active and passive investment strategies and determine the optimal split between the two.
AXA IM: Better tech than oil
Equity market returns have been solid but there is a focus on why the US market has been so buoyant ahead of an expected recession. There is also concern that the majority of the positive returns have been driven by a small group of technology stocks.
Baillie Gifford: Upfront: Baillie Giffords live show for advisers
Tune in for the next episode of Upfront. Episode Two will feature a discussion with Baillie Gifford American Fund manager Gary Robinson, a look at Swedish battery pioneer Northvolt and the chance to submit your questions via a live Q&A.
T. Rowe Price: Volatility Brings Opportunity in Fixed Income
The multi?trillion?dollar emerging market (EM) bond market covers a multitude of countries with distinct and changing geopolitical and economic profiles. To traverse this vast and diverse market as an investor, we believe that the starting point should be assessing a countrys debt sustainability profile. Thats because while debt is a necessary component for financing economic development, when it becomes unsustainable, it can be an accelerator for distress and a macroeconomic crisis. This underscores why it is so important to undertake a country?specific debt sustainability analysisits the foundation from which we build upon when investing in emerging market debt (EMD).
Quilter Cheviot: Its been a tricky time for the world of investment trusts in recent weeks. We all know that most things in the world of asset management are cyclical, and sentiment towards the sector can be added to that list.
Its been a tricky time for the world of investment trusts in recent weeks. We all know that most things in the world of asset management are cyclical, and sentiment towards the sector can be added to that list.
Quilter Cheviot: Taking Stock - After The Bell Podcast Date: 02 June 2023
Join us in our bi-weekly podcast series, hosted by Quilter Cheviot Investment Managers, Jonathan Raymond, James Hughes and David Henry. The trio are joined by guests across Quilter Cheviot, to provide a roundup of the current events shaping markets and their impact on the macroeconomic outlook.
Upfront: Baillie Giffords new show for advisers
Catch up on the launch episode of Upfront, the new series bringing you the latest insights on Baillie Giffords UK funds. Hosted by Cherry Reynard, Episode One took a look at the investment implications of AI, how biotech firm Moderna is taking on disease and also asked the question is growth on sale? Cherry also interviewed investment manager Steven Hay to find out whats next for the Baillie Gifford Managed Fund.
Baillie Gifford: Reflecting on a decade of private company investing
Scottish Mortgage deputy manager Lawrence Burns, reflects on a decade of private company investing, and the reasons why Scottish Mortgage continues to invest in private companies.
T. Rowe Price: Foundations of Emerging Markets Bond Investing
The multi?trillion?dollar emerging market (EM) bond market covers a multitude of countries with distinct and changing geopolitical and economic profiles. To traverse this vast and diverse market as an investor, we believe that the starting point should be assessing a countrys debt sustainability profile. Thats because while debt is a necessary component for financing economic development, when it becomes unsustainable, it can be an accelerator for distress and a macroeconomic crisis. This underscores why it is so important to undertake a country?specific debt sustainability analysisits the foundation from which we build upon when investing in emerging market debt (EMD).
PIMCO: Get More From Your Core
Is now the time for core fixed income? In challenging markets we think so. Global bonds now look very attractive and can provide diversification in a broader multi-asset portfolio.
PIMCO: Sustainable Investing: Insight Through Engagement
Engagement is an essential tool for sustainable investing, as it can enhance investment insight and help influence positive change.
PIMCO: Whether Pause or Pivot, Look to Bonds
An allocation to fixed income may help investors navigate a potential recession as well as uncertainty around the Federal Reserves policy trajectory.
BNY Mellon: The appliance of science
How synthetic biology could change our lives and drive new investment opportunity.
Rathbones In the KNOW blog: Peak China? Its been and gone
Peak China? Thats the question raised in the latest edition of the Economist. Rathbones head of asset allocation Oliver Jones summarises why we think the days of super-charged Chinese growth are over.
Jupiter AM: Notes from the Investment Floor: The stage is set for emerging markets
Nick Payne reflects on the differing fortunes of developed and emerging markets, as the stage seems set for emerging markets to come to the fore once again.