Industry news and views from Panacea and our partners.
Investment Commentary_
Rathbones In the KNOW blog: The buzz on Anthropocene theory
Were living in an era in which human activity is radically changing the planet, according to a raft of scientific data. Bryn Jones, lead manager of Rathbones Ethical Bond Fund, explains how this influences his teams long-term decisions.
Brilliant Solutions: Product Blast
This week, many lenders have been increasing their rates while withdrawing and refreshing their product ranges.
T. Rowe Price: The Russia-Ukraine War Will Bring Europe to the Brink of Recession
Inflationary pressures arising from the war in Ukraine have hit consumer confidence in Europe, potentially bringing the Continent to the brink of recession.
Schroeders: Net Zero: do we really understand what it means?
Reaching Net Zero, or even getting close to it, is a massive undertaking. We all have an active role to play both as individuals and as investors. But what does Net Zero means for you, as a financial adviser, and for your clients?
LV= Limiting risk for your low composure investment clients
Watch this recent webinar from LV= and Oxford Risk, featuring behavioural finance expert Dr Greg Davies. During the webinar they explore how the need for emotional comfort drives investor behaviour, Anxiety Adjusted Returns and investor composure, and the psychological benefits of prioritising a smoother journey over seeking maximum risk-adjusted returns.
LV= Can cash investors find comfort in smoothing?
LV=s Smoothed Managed Funds could be an ideal solution for your new and existing clients who are uncomfortable with investment risk, or who do not wish to expose their accumulated capital to undue risk but are looking to take action to stop inflation eroding their savings.
Jupiter AM: Why allocate to actively managed gold and silver strategies?
Against a highly uncertain geopolitical backdrop, Jupiters Head of Gold and Silver, Ned Naylor-Leyland shares his thoughts on practical ways to address the challenges.
M&G: Measuring the positive impact of an investment
While impact investing was previously reserved for institutional or high net worth investors, it has now become freely accessible to everyday investors through impact funds investing in publicly listed equities. Here, we look at what sets impact investing apart from other responsible investment approaches, and find out how impact investors can measure the positive impact of their investments.
T. Rowe Price: Positioning for the Future in Global Equities
How our investment framework is adapting to the challenge of change.
Rathbones In the KNOW blog: Dialling it down
The war in Ukraine has impacted virtually all commodity prices. Households and businesses are already feeling the effects, notes David Coombs, our head of multi-asset investments.
Aviva Investors: Ask the Fund Manager, Guillaume Paillat - Ep 10. Let's talk about stagflation.
Stagflation is a twin hit of slowing growth and rising inflation. The last time we were in this environment was the 1970's and it wasn't pretty. The question is are we heading for another period of stagflation or have we got a shot of escaping it?
M&G: Invitation to join MyView
M&G plc would like you to join MyView - a community where financial advisers from across the UK can connect with M&G,
Aviva Investors: Race, ethnicity and investing
In late 2020, AIQ spoke to Aviva Investors senior management about institutional racism and the continued under-representation of black people in finance. They outlined a series of key actions, to improve in-house diversity and inclusion and our engagement with investee companies. A little more than a year on, we explore areas of progress, where more needs to be done, and plans for 2022 and beyond.
Jupiter AM: The new era of inflation, tightening and reduced liquidity
Mark Nash discusses how the outlook for risk assets has changed in a period where central banks are raising rates and reducing liquidity in a bid to control inflation.
Ninety One: Capturing resilient income during turbulent times
Bond investors' worlds have been turned upside down as inflation goes from transitory to troublesome. Rising yields might be a reality for years, not months. More than ever, resilient income generation is at a premium, explains John Stopford, Head of Multi-Asset Income in conversation with Lindsay Williams.
Ninety One: Multi-Asset Strategy Quarterly January 2022
In this edition, Philip Saunders explores the possible challenges that markets may face as central banks return to conventional monetary policy, while Deirdre Cooper assesses the engagement of the private sector in helping address externalities at Novembers COP26.
Columbia Threadneedle: Aiming to fully capture semiconductor growth
The chip industry is both growth and quality which is why we like it.
M&G: Avoiding the squeeze?
Investor sentiment deteriorated in January, as risk aversion crept back into the markets. With inflationary pressures increasing input costs and goods prices, how are corporates and consumers responding? Investment Specialist, Kirsty Clark reviews recent market performance and the prospects for further price rises in 2022.
Aegon: 3 ways to help your clients fund their freedom
What we found in our research was that its not always a lack of knowledge most people know they need to save money for the future, have a rainy-day fund and manage debt carefully. But its our habits and how we feel about money that can stop us doing what we should do.
NS&I: New ways of working, one easy way to manage your clients' NS&I portfolios
Since the pandemic, everyone has had to adapt to different ways of working. The financial advice industry is no exception.
Brilliant Solutions Product Blast
This week we can see many rates being increased by several lenders with just the odd decrease. CHL Mortgages (a new addition to our mortgage club panel), Foundation, Interbay, Suffolk and TSB have all increased their loan to values and have brought out some new products for these higher LTVs.
Aegon: Advice should enable clients to live 'happier, more fulfilled lives'
The objective of the financial planning industry is about both helping clients make the most of the money theyve got and be happier with the money they have, ultimately enabling them to live happier, more fulfilled lives, advisers heard at PA360 North.
Schroders: Three lessons from three years of sustainable investing in Europe
With sustainable investing rapidly becoming mainstream, our experience over the past few years has taught us three valuable lessons.
Rathbones: Rathbones In the KNOW blog: Is it time for a financial Plan B?
Its been many years since inflation has given investors something to worry about. Rathbone Income Fund co-manager Carl Stick believes UK equity income sector may be an attractive antidote.
Schroders: Ukraine invasion: markets one step closer to "peak uncertainty"
How the Ukrainians and the Western powers will react remains the major unknown for those trying to assess the tragic situation that is unfolding.
Rathbones: Investment Update: Russia/Ukraine: Time to Worry?
Ukrainian troops and pro-Russian separatists have traded fire and recriminations in the annexed territory of eastern Ukraine, taking the region to the brink of war.
Prudential: Review of 2021, outlook for the rest of 2022 webinar
On this webinar Prudential will talk through the 2022 Bonus Declaration in more detail, as well as cover the recent performance and Expected Growth Rates on PruFund. There will also be a market update from the Treasury and Investment Office.
M&G: A farm-tech revolution in the Year of the Tiger
Farming and machine learning are coming together to feed a hungry world in agtechs biggest revolution yet and Asia is already home to many companies with the technology that is required. Vikas Pershad, Portfolio Manager, Asia Pacific equities discusses some of the technologies being employed to meet growing demand, contribute to food sustainability and reduce waste.
M&G: Maximising opportunities in sustainable multi asset investing
In the past few years, both individuals and institutions have been increasingly considering the social and environmental impact of their investments, alongside the financial prospects. This has taken place against a backdrop of uncertainty within global financial markets that has been driven in large part by the COVID-19 pandemic.
Columbia Threadneedle: UK equities: it's all to play for!
We talk to Richard Colwell, Head of UK Equities, and Jeremy Smith, Portfolio Manager and Head of UK Research, about the much-maligned UK market, the themes, opportunities and challenges playing out there, and why the UK could be better placed than other international markets to prosper.
Columbia Threadneedle: Asset TV: Environmental Social and Governance (ESG) Masterclass
Ben Kelly, Senior Thematic Analyst, joins a panel of experts to discuss the current hot topics in sustainable investing, including the impact of digitisation on decision-making and whether current market conditions offer an attractive entry point.
Schroders: Will the Tiger outdo the Ox?
The year of the Ox - 2021 - was a disappointing year for investors in Chinese shares. The year of the Tiger should be more favourable - though don't expect too much.
Baillie Gifford: Infrastructure: why cleaning up energy is good news for income investors
Baillie Giffords Nicoleta Dumitru explains how two utility companies driving the switch to renewable energy, Ameren and Terna Group, could help deliver investors an income that keeps step with inflation. Capital at risk and income not guaranteed.
Rathbones In the KNOW blog: Out of touch
UK policymakers are engineering a big squeeze on UK households this year, warns head of multi-asset investments David Coombs. Globally driven inflation should pass on its own, tightening policy risks making it worse.
Schroders: A snapshot of the global economy in February 2022
This month's infographic looks at how Omicron disruption is affecting US inflation, as well as economic activity in China, and our latest long-term return forecasts.
T. Rowe Price: Putting the Feds Planned Rate Hikes into Context
The U.S. Federal Reserve (Fed) is the worlds most influential central bankwhen it makes major policy decisions, the impact is felt across the globe. It was no surprise, then, that the Feds recent announcement that it will begin raising interest rates in March prompted such anxiety among investors about the impact on financial markets.
Rathbones - The Sharpe End podcast: MAMAA mia
On this months episode, David, Will and Rahab question whether the Bank of England hiking rates will be good for the UK economy. Also, what do the latest earnings from the FAANG, or now MAMAA, stocks tell us? And they share their thoughts on the rise of activist investors targeting company management.
Rathbones In the KNOW blog: Its the economy, Cupid!
Investor affections are proving fickle. But our multi-asset portfolios manager Will McIntosh-Whyte argues that in love and markets, its the things that last that really matter.
Jupiter AM: Webcast: Finding balance in UK small and mid caps
Covid still dominates near term market sentiment and the path of inflation remains murky, yet there are reasons for optimism on the UKs growth prospects and a vibrant universe of small and mid-caps from which active investors can select.
Jupiter Strategic Bond Webcast: Gearing up to face headwinds
All eyes are on central banks this year, after a bumpy ride for fixed income markets in 2021: rates continue to be volatile and short-term inflation remains elevated. Is there a risk that central banks tighten policy too quickly as inflation and growth start to normalise?