Industry news and views from Panacea and our partners.

Investment Commentary_

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Jupiter AM: Flexible Bond update: The Fed’s fighting inflation at almost any cost


Ariel Bezalel and Harry Richards discuss a volatile period for fixed income and the latest pivot from the Fed, which the market suspects is making a policy error.

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Rathbones In the KNOW blog: A painful start to 2022


As central banks harden their stance on inflation, financial markets are experiencing short-term upheaval. But if economies remain strong, stocks should soon bounce back.

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T. Rowe Price: What’s behind the market volatility and what we’re watching next


The volatile start to the year in financial markets is unlikely to abate soon. Sustained inflation, a looming Federal Reserve (Fed) rate?hiking cycle, tightening liquidity conditions, and the unwinding of pandemic?era economic distortions—among other factors—mean that further price fluctuations can be?expected.

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Rathbones In the KNOW blog: Hydrogen – the fuel of our future?


Hydrogen is the simplest and most prevalent element in our universe. Yet turning it into clean energy is complicated indeed, notes our sustainable multi-asset investment specialist, Rahab Paracha.

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Aviva Investors: Powering up


Decarbonising energy is leading to a raft of infrastructure challenges for the electric grid. So, what will this mean for investors?

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Aviva Investors: Nature shock


Could nature degradation prove a significant threat to corporate and financial stability? As climate change accelerates, oceans acidify, deforestation and soil erosion continue and species are lost, this important question is weighing on investors and financial regulators around the world.

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Presenting the M&G Positive Impact Fund


We look at the portfolio from five angles to see what makes it different to its peers and how we define the impact themes that make up the portfolio.

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Columbia Threadneedle: Bank of England raises interest rates: what does it mean for you?


As widely expected, the Bank of England (BoE) has decided to raise interest rates for the second time in two months – the first back-to-back rate rise since 2004.

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Columbia Threadneedle: US equities: three themes to watch in a discriminating year


In a market where there will be a wide disparity between winning and losing stocks, only intensive research will uncover the likely winners.

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Aviva Investors: Ask the Fund Manager, Guillaume Paillat - Ep 4. Why have markets fallen?


It's been a choppy start to the year with global equity markets down over 7% so far this year. But why? Tom and Guillaume discuss the driving forces behind these significant market moves.

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Aviva Investors: Ask the Fund Manager, Baylee Wakefield - Ep 5. Ukraine and Russia, what's happening?


Ask the Fund Manager, Baylee Wakefield - Ep 5. Ukraine and Russia, what's happening?

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Columbia Threadneedle: Emerging market equities: identifying the key long-term trend


As we enter 2022 we can expect robust fundamentals to serve as a key tailwind for emerging markets.

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Columbia Threadneedle: Investment Outlook 2022 with William Davies


Deputy Global CIO and CIO EMEA, William Davies, talks about what the coming year might bring for companies, markets and fiscal policy

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Presenting the M&G Positive Impact Fund


We look at the portfolio from five angles to see what makes it different to its peers and how we define the impact themes that make up the portfolio.

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M&G: Is Inflation Transitory?


Inflation in 2022 is moving beyond the “transitory” forces of 2021. Watch this short video to hear fund manager, Ben Lord, discuss how can investors protect themselves in the year ahead.

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Aviva Investors: The social transition


Recognising that being a good corporate citizen is the right thing to do and pays off is something investors and the financial community need to think harder about, argue Vaidehee Sachdev and Matt Kirby.

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Aviva Investors: The time for action is now


Our real assets research analysts explore the whys and wherefores of understanding and managing the carbon footprint of their portfolios.

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Aviva Investors: European long-income real estate: Seeking resilience in an uncertain world


As the trajectory of COVID-19 continues to evolve, Isabel Gossling looks at the implications for European real estate and long-lease strategies.

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Aviva Investors: Untapped potential


Investor influence has long been confined to that of equity shareholders. Yet bondholders wield a lot of power. Can they harness it for positive change?

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Aviva Investors: Where the wild things are


Finance must wake up to the risks associated with biodiversity loss and the opportunities that arise from nature-friendly solutions, argue Eugenie Mathieu, Julie Zhuang and Jonathan Toub.

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Aviva Investors: The future of pharma


After decades of low returns on research and development (R&D), the healthcare sector is producing a slew of innovations, from drugs to diagnostics. But with many coming from new entrants, will big pharmaceutical companies manage to keep up with the times?

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Aviva Investors: Credit: The long and short of ESG investing


Credit is an asymmetric asset class. The upside is a coupon payment and limited capital appreciation; the downside is a default to zero. For all maturities and bond types, ESG integration can play a crucial role in mitigating risk.

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Aviva Investors: The cost of climate change


Governments around the world are struggling to avert a climate catastrophe. Regardless of whether they succeed, climate change threatens adverse consequences for government bonds, although market impacts are likely to vary.

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Baillie Gifford: Nurobots: delivering a good life with autonomous vehicles


Claire Shaw, Investment Specialist at Scottish Mortgage, explains how the autonomous vehicle company Nuro, through its self-driving vehicles, hopes to transform local commerce and help deliver a better everyday life for everyone. Capital at risk.

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Schroders: CIO Lens Q1 2022 - your new go-to guide to markets


Introducing the new CIO Lens - a quarterly insight from our investors to help guide you through ever-changing markets.

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M&G: President Biden: one year down


Fabiana Fedeli, Chief Investment Officer of M&G’s Equities and Multi Asset division, takes a closer look at US equities at the one-year mark of Joe Biden’s presidency.

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Rathbones In the KNOW blog: Ice cream is for eating


Some companies are confused about the purpose of purpose, argues David Coombs, our head of multi-asset investments. Products and services should be tailored to their customers, not to fuzzy marketing slogans.

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Jupiter: Three key themes for Japan in 2022


Dan Carter and Mitesh Patel assess the outlook for Japan in 2022, from a drive for a “new capitalism” to the emerging potential of low carbon technologies.

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Jupiter AM: Slowdown in population growth creates economic time bomb


The world may not be having enough children to sustain economic growth at current levels, says Brad Slingerlend, NZS Capital co-founder and investor.

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Jupiter Merlin Weekly: Central banks in a hole of their own making


The Jupiter Merlin team look at the topic of inflation, and how central banks have dug themselves a hole with little idea of how to get out of it.

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Jupiter AM: Examining Japan’s green technology credentials


Dan Carter and Mitesh Patel ask how ready Japan’s corporate sector is to capitalise upon the green technology revolution.

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Jupiter AM: Notes from the Investment Floor: Demand for green bonds to remain high


Rhys Petheram looks at trends in bond markets as significant volatility has had multiple underlying causes. What does this mean for sustainable fixed income?

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Rathbones In the KNOW blog: Can UK equity income shake off its dinosaur image?


Rathbone Income Fund co-manager Carl Stick explains why he believes the UK equity income sector remains a compelling alternative to more highly valued, crowded alternatives.

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Jupiter: Gold, shrinkflation and real money


Shrinkflation is back, and it’s the ideal time for gold to show its value as real money and as a hedge against the loss of purchasing power, says Ned Naylor-Leyland.

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AXA IM: Outlook 2022: Labour markets after the pandemic – the threat of persistent inflation


Labour market structures have shifted, supply-chain issues continue to persist and rising inflation continues to be a major concern. In this video, David Page, Head of Macro Economic Research, AXA IM, takes a look at the challenges facing labour markets

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Aviva Investors: Ask the Fund Manager, Sunil Krishnan – Ep 1. What’s in store for 2022?


2021 leaves a legacy of record markets highs, covid-19 variants and inflation. So what's next and will there be any new surprises this year? Thomas Stokes and Sunil Krishan discuss what could be in store.

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Fidelity Adviser Solutions: Tax year end planning for ISAs and Investment Accounts


Tune in to hear a discussion on the financial planning considerations relating to ISAs and Investment Accounts as we approach the tax year end. Fidelity Adviser Solutions cover the various different tax breaks available to clients – such as the CGT allowance – and the information that’s readily available to you on their platform to help you maximise these allowances on behalf of your clients.

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Square Mile Research: Opportunities in fixed income


In October, inflation hit its highest level for a decade - how can bond investors take advantage of this opportunity? Listen to Square Mile's latest Talking Research episode, discussing the role of fixed income in the changing market environment.

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Rathbones In the KNOW blog: Investors scramble to price in higher borrowing costs


As concerns about Omicron’s capacity to derail economic recovery have eased. investors have begun to position themselves for rising interest rates. Markets have had a volatile start to the year, but we don’t see bear territory ahead.

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T. Rowe Price: In with a whimper, out with a bang


This year will start with a whimper as headwinds, the coronavirus omicron variant included, weigh on growth. As the months pass by, these headwinds will likely abate, and I expect 2022 to end with a bang. From an investment perspective, I would characterize the year as tactical bear, structural bull.

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