Industry news and views from Panacea and our partners.
Investment Commentary_
Will the unprecedented speed of innovation deliver the solution so desperately needed, bringing current health crisis to an end?
AXA IM: Biotech and the battle to beat COVID-19
Will the unprecedented speed of innovation deliver the solution so desperately needed, bringing current health crisis to an end?
BNY Mellon: A team approach to idea generation
A strong, experienced and disciplined research team is crucial in equity income investing. Watch this two minute video to understand why.
Aberdeen Standard Investments: Invest today. Change tomorrow. What does ESG mean for your equity investments?
Why do we think ESG is so important? Put simply: we believe it helps us make better long-term investment decisions for our clients.
Aberdeen Standard Investments: Ben Ritchie: Perspectives on Europe - five-year lessons
In September 2015, I, together with some fantastic colleagues and co-managers, started managing our European Equity and Europe ex-UK Equity strategies. Between then and now, we have re-engineered our processes, sharpened the product proposition and improved the way we work together.
Aberdeen Standard Investments: Rebuilding better the vital role of companies
The Covid-19 crisis has deepened many of the social issues and inequalities that already exist across society. As we look to rebuild our economy, companies can lead the way in making a better and fairer future.
Aberdeen Standard Investments: How Covid is affecting the green agenda
Weve already seen examples of the Covid crisis having a positive impact on some key environmental issues. The question is whether it can have a longer-term effect on the wider green agenda.
Aberdeen Standard Investments: The Emerging Market Equities Podcast the Chinese technology sector
Join us for the first episode of our Emerging Market Equities Podcast, where we look at the who, what, where, when, and why of investment opportunities in the region. This week, Adam Montanaro, Pruksa Iamthongthong, and David Smith talk to Nick Robinson about Chinese technology. How has the sector evolved from its infancy to become a powerhouse of emerging markets? How does increased internet connectivity tie in with the increase in Chinese consumption? What are the building blocks of 5G, and how will it influence the future of technology in China?
Quilter Cheviot: Diary of a Fund Manager Special Relationship?
In this weeks Diary US politics of course, but also important news from all points of the compass. Step by step uncertainties are being overtaken by the present.
T. Rowe Price: Biden win might bring mixed outlook for investors
Democrat Joe Bidens policy proposals as the next US president (pending the outcome of potential legal challenges) could have mixed implications for investors if implemented, according to T. Rowe Price investment professionals.
BNY Mellon: Why invest in global income
Volatile markets continue to host a diverse range of opportunities which have strong appeal to income-hungry investors
BNY Mellon: why global income relevant in a challenged world?
With dividend income streams under pressure learn why we think choosing an active equity income strategy makes sense.
BNY Mellon: The income conundrum
Newtons head of equity income Ilga Haubelt has remained confident about income investing during these volatile times.
BNY Mellon: Think different to be different
In this four minute video Newton's gobal equity income team discuss the sustainability of dividend payments, why equity income investing fulfils the needs of investors an how Newton differentiates itself from competitors in the market.
Orbis: Is it time to redefine technology?
As we noted in our August commentary, stockmarket indices often do a poor job reflecting market reality. While benchmarks are indispensable for measuring investment performance, they can be misleading when it comes to understanding the true positioning of a portfolio.
Prudential: PruFund investing for the longer term
Financial markets are primed for a busy few weeks, with the US Election, another national lockdown and ongoing Brexit deal negotiations.
FundsNetworks sustainable investing hub
FundsNetworks new sustainable investing hub and educational guides can help you identify suitable investments and aid client discussions to provide better client outcomes.
FundsNetworks Adviser guide to sustainable investing
Which factors do fund managers consider when investing responsibly? What different investment approaches are there and do managers adhere to certain standards?
Baillie Gifford: The Great Dividend Crisis
Baillie Giffords James Dow argues that dividend investors should avoid traditional high yielding stocks and instead look for the global companies likely to be the providers of the future. Capital at risk.
Baillie Gifford: Darling Ingredients
What does the White Houses china crockery have in common with Mercedes car seats, animal feed and biodiesel?
Baillie Gifford: Expectation Management
Price-fixing. Worker exploitation. Environmental Waste. Focus on governance and sustainability has never been greater and is accelerating
Quarterly Commentary Orbis Global Equity
We often write about the importance of long-term thinking in our investment approach. When faced with extreme uncertainty, human nature often prompts investors to dramatically shorten their investment time horizons and overemphasise worst-case scenarios. This can create compelling opportunities for those who can remain patient and rationally assess the full range of potential outcomes.
Curtis Banks: SIPP Opportunities webinars
Flexibility in pensions isnt just about clients being able to take as much income as they want its about being able to build a retirement plan which truly works for each individual and can change along with their circumstances. Watch our CPD-accredited SIPP Opportunities webinar series at a time which suits you on our CPD On Demand hub.
Rathbones: Biden versus Trump
With a deeply polarised US electorate about to choose its next President, Rathbones latest report considers the policies of the two candidates and their market implications.
Aberdeen Standard Investments: Macro matters: economics, people and the pandemic - is there a missing link?
Welcome to Macro Matters, the weekly economics and political podcast from the ASI Research Institute, hosted by Paul Diggle and Stephanie Kelly.
Aberdeen Standard Investments: How Covid is affecting the green agenda
Weve already seen examples of the Covid crisis having a positive impact on some key environmental issues.
Nucleus launches latest white paper on behavioural finance
Understand you client's hidden story. Download our latest white paper on behavioural insights and discover what drives client decision making a deeper level.
Quilter Cheviot: Diary of a Fund Manager Tilting at Windmills
This weeks Diary is all about the three issues that are dominating the investment agenda at the moment; US politics, Brexit and the virus. Certainty is getting closer for at least for two of these and possibly all.
Rathbones: The changing face of consumer ethics and behaviours
Global consumer values, behaviours and spending habits are changing. Against mounting evidence of companies irresponsible environmental stewardship, aggressive tax avoidance strategies and widescale workforce inequalities, consumers are demanding that economic systems evolve to fulfil ethical as well as financial goals.
Royal London: Responsible investing: New evidence, new energy
Our new paper reviews existing empirical evidence on how responsible investing affects returns.
Rathbones In the KNOW blog: Changing the planet
A growing number of people are questioning how their pensions and other savings are invested. Rathbones stewardship director Matt Crossman explains why he firmly believes we can make the world a better place through our investments, and how best to do it.
Columbia Threadneedle: Biden his time until victory?
Our fixed income team provide their weekly snapshot of market events.
AXA IM: What risks does increased focus on ESG pose to fossil fuel and tobacco stocks?
Fossil fuels is the biggest contributor to the greenhouse gas emission and therefore to the rise in the global temperatures. Chris discusses what the regulatory and legal risks as well changing patterns of consumer demand and investor preferences mean for the Oil & Gas and Tobacco sectors.
Hymans Robertson: COVID-19 and the markets: a six month snapshot
Now that we are more than six months int the COVID-19 crisis, Catherine Miller, Investment Manager, provides her six month snapshot market commentary.
Quilter Cheviot: Diary of a Fund Manager All Change
This weeks Diary looks ahead to the northern hemisphere winter, the approach of the third quarter results season and the winning and losing economies so far this year. Also, observations about the rise and fall of empires over the millennia where change, when it happens, takes decades not centuries.
AXA IM: Why now could be a good time to consider the biotechnology sector
With over 10,000 know diseases and treatments for only approximately 500 of them, we are focusing not just on the treatments and vaccines for COVID-19 but innovations across the biotech space for a wide variety of diseases. Peter also discusses the valuations and the potential effect of US elections on the sector.
Rathbones: The changing face of ESG for advisers
In the face of hard science and changing consumer behaviours, the investment world is transforming to meet growing demand for values-driven investment strategies.
Square Mile: Finding value in unpopularity
The Schroder Recovery fund is a UK equity strategy searching out unpopular, deep value stocks from across the UK market. Watch the latest Talking Factsheet for more detail.
AXA IM: Why is China an important market for the biotech sector?
Peter Hughes, Portfolio Manager, Biotech & Longevity, Framlington Equities, talks about Chinas rapid unfolding as a centre for biotech innovation over the recent years and how companies domiciled in China are emerging as innovation leaders.