Industry news and views from Panacea and our partners.
Investment Commentary_
FundsNetwork: A platform enhanced around you
Jackie Boylan, Head of UK Platform Advisory Business, talks about FundsNetworks approach, position in the industry, and how feedback has evolved the platform.
Columbia Threadneedle: Q&A: Germany set to shine spotlight on supply chains
The country is poised to increase scrutiny on human rights and eco standards within business. As investors, the investigation of environmental, social and governance (ESG) risks form an essential component of our bottom-up investment analysis.
Columbia Threadneedle: Coronavirus: what now for economies and markets?
Its been a tumultuous time for investors everywhere. Momentum is the key when looking at future prospects for stock markets and employment prospects across the continent
Quilter Cheviot: Diary of a Fund Manager Jagged Edge
In this weeks Diary an update on markets, what indices are telling us about the handling of Covid-19 and observations about portfolio construction now that risk-free bonds are also return free. Traders seemed to spend last week re-setting positions ahead of Autumn events.
Hear from four great speakers at illuminate live reimagined 2020
Last but not least, we're delighted to have Ewan Rosie from Cooper Parry Wealth bring the curtain down on#illuminatelive 2020. Hear Ewan's experience of shaping the next generation of financial planners. Save your seat today.
Rathbones In the KNOW blog: Ch Ch Changes?
They say a change is as good as a holiday. Yet head of multi-asset investments David Coombs has just come back from a fortnight away and thinks the status quo will suit his investments just fine.
Square Mile: Talking Factsheet: Premier Multi-Asset Conservative Growth
A multi-asset fund which aims to provide a moderate level of growth in a low-risk manner. Watch Square Miles Talking Factsheet to find out more about the Premier Multi-Asset Conservative Growth fund.
AXA IM: Why now could be a good time to invest in global technology?
Jeremy Gleeson discusses investment themes within the sector, current valuations and the impact of the US elections.
Quilter Cheviot: Far from smooth sailing
Join Investment Manager Pavan Harnal, Head of Fixed Income Research, Richard Carter, and Equity Research Analyst, Oliver Creasey, as they discuss the Brexit negotiations and the sharp fall in the pound.
Rathbones In the KNOW blog: A patchy summer
As summer winds down and the pandemic persists, governments are finding it hard to taper their support measures.
FundsNetwork: Unlocking the financial power of women
FundsNetwork talked to Georgina Fry of Sanderson house about their latest research which found that when women take financial advice, they keep at it.
Columbia Threadneedle: Exploring the equitisation of the Brazilian stock market
All-time low interest rates in Brazil are driving savings into equities, while deregulation and faster technological adoption are creating high growth opportunities for stock pickers.
Quilter Cheviot: Japan after Abe
Today Im going to take the excuse, of Japans Prime Minister Abes decision to step down recently, to talk about Japan.
M&G: Mind the Gap
In this months video Investment Specialist, Kirsty Clark comments on the Feds move to average inflation targeting and how government and central bank liquidity has been bridging the economic activity and earnings gap, fuelling market gains through the COVID crisis.
Square Mile Research: Join us for ESG Pathway
Launching on the 24th September, Square Mile have partnered with ESG Clarity to bring you ESG Pathway a new series of virtual events focussed on ESG and Responsible investment. This four part series has been designed to expand the dialogue between advisers, asset managers and industry experts. Register now to join the conversation
Rathbones In the KNOW blog: Destructive capitalism
The pandemic has radically changed how we work. That makes propping up struggling companies a dangerous pastime for the government, argues our head of multi-asset investments David Coombs.
Orbis: How is the market up?
After the worst five-week crash ever, global stockmarkets have recovered all of their losses in just five months, with the MSCI World Index setting a new all-time high in late August. As the world continues to struggle with the pandemic, how is the market up?
Baillie Gifford: Casting the Net Wider Why Income Diversification Pays Time After Time
The Great Depression. The Great Financial Crisis. The current Great Dividend Crisis: enduring financial earthquakes is far from easy but, they serve as great learning opportunities. Baillie Giffords Paul Roberts explains how a multi-asset approach can provide resilient long-term income in times of upheaval.
AXA IM: Fed Monetary Policy review no FAIT but what we make
David Page, Head of Macro Research at AXA Investment Managers, comments following the Federal Reserve Chair Powells first shared address to a (virtual) Jackson Hole Monetary Conference
Columbia Threadneedle: Discovering which business models will prosper after the pandemic
When it comes to evaluating the winners and losers resulting from Covid-19, studying underlying business models is more revealing than reviewing traditional sectors.
Columbia Threadneedle: Investment style rotations - growth versus value
Style rotations, where investors switch one type of investment style for another, are nothing new. At some point during most investment cycles different styles such as growth, quality and value will outperform at different points as investors rotate in and out depending on their outlook.
Quilter Cheviot: All about tech
Join Investment Manager, Richard Mitchell, Head of Fixed Income Research, Richard Carter, and Equity Research Analyst, Ben Barringer as they discuss a busy week for tech stocks with Apple hitting the $2tn valuation mark, whilst in the UK, retail suffers with job losses from high street names.
Quilter Cheviot: Diary of a Fund Manager - Washington Affairs
In this weeks Diary thoughts about the approaching US presidential election, back to the flu pandemic in 1918 as a model for now and the power of zero.
Quilter Cheviot: Diary of a Fund Manager Survival Handbook
In this weeks Diary, news from around the world, why markets tell the truth like it or not, an update on UK housing and the trials of running a small business.
M&G: Supply chains: only as strong as the weakest link
In this months video and blog Investment Specialist, Kirsty Clark comments on the hidden costs of complex global supply chains, increasing awareness of the social and environmental costs, and growing calls for greater transparency.
AXA IM: What do dividend cuts mean for UK equity income investors post-COVID-19?
The impact of the coronavirus pandemic has been significant so far, with many countries around the world having swiftly entered a recession during the first half of 2020.
Columbia Threadneedle: Why Covid-19 will put the bond market rally back on track
We are living in extraordinary times. Not since the Spanish Flu pandemic of 1918 have so many lives around the world been at risk from an infectious disease. The response from governments and central banks has been equally extraordinary.
Columbia Threadneedle: Tracking the pandemic: the challenges of interpreting fast-changing data
The Covid-19 pandemic is generating huge quantities of case count data as the disease advances around the world.
Prudential: Where do you want your clients (investment) recovery to happen?
When investing for the longer term its almost inevitable that you will experience a market downturn at some point and last month I wrote about tax points to remember if your clients investment have fallen in value.
Orbis: The case for unglamorous growth
Imagine you are at a cocktail party in May 2012. The conversation turns to the stock market, and your friend mentions that she bought Facebook at its initial public offering that month. You tell everyone that you just invested in a trucking business. While your friend instantly becomes the life of the party, you spend the rest of the evening staring into your drink.
Quilter Cheviot's latest Fund Buyer articles
The Fund Buyer is where Nick Wood, Head of Fund Research, and his team share what they are seeing from the fund managers they talk to and monitor. Both Nick and his team are well placed to comment on what managers are doing; they typically hold over 800 meetings with fund managers each year, and currently provide research on over 300 active funds and investment trusts, along with their coverage of passive funds. The team bring together and compare funds, managers and market trends, giving you the latest investment news from across the world.
Rathbones In the KNOW blog: Biden his time
Former Vice President Joe Biden well ahead in the US presidential election polls is due to announce his running mate next week.
AXA IM: What investors need to know about fintech
We believe that FinTech represents a large an expanding ecosystem of companies which are still at the early stages of long-term growth. Do you know the 5 key points about FinTech industry?
Square Mile Research: Talking At Home With Sarah Melvin
Square Mile are talking the importance of praising colleagues and navigating market shocks at home with Sarah Melvin, Head of UK, BlackRock.
Square Mile Research: ESG: fad or future?
Investors are increasingly seeking to invest in way that positively impacts society and the environment - a trend that has been accelerated by the ongoing Covid crisis.
PruFolio Collectives 2020 Strategic Asset Allocation (SAA) Prudential Risk Managed Active & Passive Funds webinar
Session: 6 August at 3pm The Covid 19 global pandemic, and resulting shutdown of economic activity, has had a massive impact on assets during the first half of the year.
FundsNetwork: Skills of the modern financial adviser: Future proof your role and business
The financial advice landscape has changed remarkably in recent decades, specifically with regard to the regulatory framework and the tools, technology and processes used to deliver advice.
FundsNetwork: Protect your clients' details from email hacking
With more of us working remotely and using unsecure email to communicate with colleagues, the risk of fraud increases further.
Square Mile Research: The art of cutting your losses
Conviction on stock selection and the humility and discipline to learn from poor investment decisions is essential for long term returns. Chris Murphy and James Balfour explain how this works in practice.
Rathbones: Inflation should stay well anchored
Will the extraordinary quantity of monetary and fiscal stimulus result in abnormally high inflation? Words to that effect form one of our most frequently asked questions this year. Its an important one: returns from fixed income assets such as conventional bonds can be decimated by unanticipated inflation, and although equities tend to do best in periods of slightly above-average inflation, very high inflation is a threat to their returns too.