Industry news and views from Panacea and our partners.
Investment Commentary_
Baillie Gifford: James Anderson on the Imperatives of Growth Investing
James Anderson of Scottish Mortgage Investment Trust discusses why we need to embrace risk and volatility to achieve long-term rewards.
Rathbones In the KNOW blog: Spot the difference
2019 started with the glass half empty and ended with the glass half full. Then markets were jolted by a US missile attack as the new year began, and chief investment officer Julian Chillingworth ponders whether recent positive signs can become lasting trends in 2020.
FundsNetwork's tax year end material to help client discussions
To help you plan and implement campaigns during this key period, FundsNetwork's tax year end hub brings together a whole range of material to support your activity and client discussions.
Square Mile Research: Talking factsheet for the ASI MyFolio Managed Range
A range of multi-asset funds targeting a broad spectrum of risk and return objectives. View the talking factsheet for the ASI MyFolio Managed Range
M&G: Trading places: battle of the superpowers
Equity markets were surprisingly upbeat in 2019, despite slowing economic growth, ongoing trade disputes and geopolitical tension. Can markets deliver again in 2020? Investment Specialist, Kirsty Clark reviews the Phase one US-China trade agreement and looks at how markets could react in 2020.
M&G Webcasts: Richard Woolnough's outlook for 2020
Watch our latest webcast with Richard Woolnough, Fund Manager of the M&G Optimal Income Fund, as he reflects on the opportunities and challenges for global fixed income in 2020.
Invesco: Investment outlooks 2020
Invescos investment teams from around the globe outline their expectations for 2020 to help investors plan for the coming year, wherever the markets take us.
Baillie Gifford: Boss Class
The best European companies are those whose management think hardest about securing future growth, says Stephen Paice of Baillie Giffords European Fund. Read more in Enlightenment, Baillie Giffords digital funds magazine.
Square Mile Research: Broomer's Blog - Outlook December 2019
Recession risk remains heightened though the odds of one forming have dropped as the economic data shows signs of stabilising. Read the latest thoughts from Jason Broomer, Head of Investment.
Rathbones In the KNOW blog: 2020: the year ahead. Maybe?
Our head of multi-asset investments, David Coombs, consults the tea leaves as he prepares for a new decade.
Rfolios Weekly Broadcast
How did markets around the world fare in 2019? With fears of further US interest rate rises, the economic slowdown in China and a potential trade war in the mix in late 2018, the economic outlook for 2019 wasnt bright.
Baillie Gifford: James Anderson on the Imperatives of Growth Investing
James Anderson of Scottish Mortgage Investment Trust discusses why we need to embrace risk and volatility to achieve long-term rewards.
Baillie Gifford: The Digital Archipelago
Two of Southeast Asias biggest nations are following china into rapid tech-led growth says Ewan Markson-Brown, co-manager of Baillie Giffords Pacific Fund.
M&G: Investment outlook: What awaits us in 2020?
In this short video, hear M&G fund managers Stefan Isaacs, Tristan Hanson and Michael Bourke discuss where they see challenges and opportunities for investors in the New Year.
Invesco: General Election 2019: What now?
The election is over and the results are in a Conservative majority. But what could we expect looking ahead?
Rathbones In the KNOW blog: Sleepless in Harwich
Two times a dad, our multi-asset investment specialist Craig Brown is finding it hard to learn old lessons. Like with investments, sometimes its painful when you just cant leave things be
Celebrating two years of infrastructure investing
The M&G Global Listed Infrastructure Fund has recently celebrated its two year anniversary. The fund, which is managed by Alex Araujo, launched in October 2017 to give investors access to the compelling investment characteristics of long-life infrastructure assets.
M&G: Opportunities in infrastructure investing
At M&G we look beyond the large assets that have obvious physical footprints, to the hidden infrastructure facilitating our increasingly digital world. In this short video fund manager, Alex Araujo, looks at the opportunities that evolving infrastructure provides investors, as well as M&Gs approach to investing in this asset class.
Oh Jeremy Corbyn 2.0: a more radical manifesto
Our first Oh Jeremy Corbyn report at the last election expressed the view that Labours 2017 manifesto was not radical, despite the proclamations of Mr Corbyns acolytes. It was definitely populist, and clearly leftist, but there was no single policy that alone should have made capital run for the hills.
Invesco: The Streaming Wars
As competition for streaming services increase, fixed income credit analyst Ed Craven gives his view on the likely winners and losers.
M&G: 2020 outlook hidden in plain sight
Equity markets have remained relatively resilient year to date, despite investors facing multiple headwinds. In this months video, Investment Director, Ritu Vohora takes a look back at the factors that characterised the landscape in 2019, and also looks ahead at what could influence markets in 2020.
Invesco: Amid a host of central bank developments, one constant remains
Four central banks revisited policy, plus two new reports pointed to a continued global slowdown.
Columbia Threadneedle Investments: Why measuring the output gap supports our asset allocation
Changes in our high frequency measure of the US output gap track accurately changes in the Fed Funds rate. This relationship highlights that the market currently prices a continuation of downward inflationary pressures, over and above what the Fed expects. This supports our asset allocation of remaining underweight government bonds and overweight lower-duration, higher-yielding assets such as credit.
Columbia Threadneedle Investments: European gazette autumn 2019
Investors have been troubled by the region recently, with a growing feeling that it is mirroring Japans lost decade. But there are reasons to be positive about it, and we are bullish on defensive stocks which we believe are currently trading too cheaply
Columbia Threadneedle Investments: Slowly, slowly does it
Our fixed income team provide their weekly snapshot of market events.
The importance of infrastructure
Infrastructure holds an important place in the fabric of modern society, serving as the backbone of the world economy. Yet not enough is being invested in the assets that provide society's essential services. With government finances under pressure and limited expertise in the public sector, the private sector will play a significant role in the restoration and upgrade of our critical infrastructure.
Aberdeen Standard Investments: A guide to investing for income
Having an income is a priority for many investors in both their working lives and in retirement.
Watch the Square Mile talking factsheet on the Prufund range
Seeking to provide smoother investment returns
M&G: 2020 Vision
Will 2020 be the year the bond bubble bursts? Read Jim Leaviss bond market outlook for 2020 as he discusses the seven trends which may make you think twice about saying goodbye to fixed income
Square Mile Research: Artemis Global Select
A differentiated fund that seeks to take advantage of long term growth trends
Columbia Threadneedle Investments: Asset allocation update
As 2019 draws to a close, we are strikingly neutral across asset classes and with considerably less appetite for risk than at the start of the year.
Rathbones In the KNOW blog: Do turkeys vote for Christmas?
Misinformation is rampant ahead of the UK election, as if things werent chaotic enough. Multi-Asset Portfolio Fund manager Will McIntosh-Whyte worries about what plans the politicians may be hiding and how markets will react to the eventual result.
M&G: Earnings are in: how have companies been faring?
Its earnings season again, and results are in. In this months video, Investment specialist, Kirsty Clark looks at how companies have been faring. With deteriorating economic indicators and a fragile global growth backdrop, who have been the biggest winners and losers?
Rathbones In the KNOW blog: What responsible investment looks like
Rathbones stewardship director Matt Crossman explains the Principles for Responsible Investing and how weve been putting them into practice over the past 10 years.
Invesco: General Election 2019: the first two weeks
Graham Hook, Invescos Head of UK Government Relations and Public Policy sums up the campaigning so far and looks ahead to next months action.
Rathbones In the KNOW blog: Making a better world, and a profit
Rathbones head of asset allocation Edward Smith explains why he believes that responsible capitalism is in every long-term investors self-interest even if they dont care about the societal benefits.
FundsNetworks retirement and pension training Money purchase annual allowance (MPAA)
A step-by-step approach to explain the intricacies of the MPAA. What happens when it is exceeded, what's the impact on the annual allowance, what events trigger it, and much more.
Invesco: US business cycle, Draghi legacy and UK business investment
How healthy is the US economy? European Central Bank end of an era? How is UK business investment faring amid Brexit uncertainty?
Aegon: 10 minute market snapshot podcast
Listen to Aegons investment team chat about Brexit and its potential impact, and hear a roundup of global asset class prospects
Rathbones In the KNOW blog: DFM and investment performance
A report looking at the value of Discretionary Fund Management (DFM) has unveiled clear distinctions between two camps of advisers, the adopters and non-adopters of a third-party investment manager. Yet, one important question remains, how do the two camps compare when it comes to investment performance?