Industry news and views from Panacea and our partners.

Investment Commentary_

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Schroders: The dollar’s decline: implications for investors


The US dollar has experienced one of its most dramatic declines in decades, becoming a new focus of consideration for investors.

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AXA IM: Can Europe step into Uncle Sam’s shoes?


Europe has always been seen as the little cousin to the US. This year, however, Europe’s profile from an investment perspective has grown as the US’ reputation of a choice of stability and reliability has taken a nose-dive.

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M&G Investments: Quarterly Equities and Multi Asset Outlook – Q4 2025


For now, there are no clear challenges to companies’ earnings, which are the real drivers of risk markets, but we need to stay watchful. Tariffs may not be the prevailing narrative, but that doesn’t mean their impact will disappear. Localised credit episodes are contained but need to be monitored.

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AXA IM: Short duration bonds: a natural complement to corporates’ cash allocation


With falling interest rates and sticky inflation, holding liquidity buffers in cash or money market funds is becoming increasingly costly. Short duration bonds could be a natural complement to cash allocations for corporates looking to improve real returns.

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Schroders: The great rotation - where next for long-term investors?


From Asia to the UK, are investors rediscovering overlooked opportunities?

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BNY: Shifting Gears


Experts from across BNY gathered to debate markets. Take a seat at the table, through this report, which shares key views from the discussions.

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M&G Investments: Japanese politics: Brinkmanship or break-up?


The Komeito Party’s announcement of its withdrawal from its 25-year coalition with the Liberal Democratic Party (LDP) has caused political uncertainty in Japan. Carl Vine, Co-Head of Asia Pacific Equities, explores historical precedents and considers the potential political and market implications of this split.

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Pictet: AI’s investment revolution


Six insights explaining how Pictet Asset Management’s artificial intelligence strategy, Quest AI-Driven, uses AI.

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PruFund invests across the UK and around the world


The PruFund range of funds leverage off the size and significant scale of M&G plc, an organisation that has £346.1bn Assets under Management and Administration (AuMA)* and global presence with 39 locations worldwide across 27 markets. The global footprint of the company allows it to identify and capitalise on investment opportunities across different regions, providing customers with globally diversified portfolios.

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M&G Investments: Bond Vigilantes Forum, 2025 highlights


In a world defined by evolving geopolitics, economic uncertainty, and shifting debt dynamics, M&G’s leading fixed income experts tackle the key market concerns. Watch their latest insights at our recent Bond Vigilantes Forum 2025.

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Schroders: Unconstrained fixed income views: October 2025


While bond market volatility has been low, uncertainty remains high. We explain why central banks are proceeding with caution with respect to setting monetary policy, and explore some unusual macroeconomic trends.

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T.Rowe Price: The Long View: Interview with Sarah Friar, CFO of OpenAI


In these special episodes of “The Angle from T. Rowe Price,” Eric Veiel, head of Global Investments and chief investment officer at T. Rowe Price Associates, welcomes CEOs and industry leaders to share their personal stories, leadership strategies, and lessons learned from running successful companies. Listen as we pull back the curtain on what it truly takes to lead a company in today’s fast-paced and ever-changing business landscape.

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Rathbones Asset Management - The Sharpe End podcast: Collateral Damage


Are we in an AI bubble? That’s the question the team try to answer on this month’s episode. While there are definitely bubble-like signs popping up in the market, are there enough for the team to be worried? Next, some cracks are beginning to show in private credit. The team discuss recent bankruptcies that have hit the headlines, and whether these are isolated cases or indications of a wider risk to the global economy. Finally, the spotlight is on Lonza, a one-stop shop for drug development and manufacturing that the team has bought recently.

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Smoothing volatility since 2004


PruFund has been smoothing market volatility since 2004 - helping your clients stay invested with confidence. With over 20 years of proven performance and around 500,000 UK investors, it’s a trusted choice for long-term growth. Watch this short video to see how PruFund has helped navigate uncertainty for two decades

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T.Rowe Price: Finding clarity in a cloudy market


Markets in 2025 have been dominated by a series of disruptive and unpredictable policy implementation. Tariffs have been hastily announced, causing considerable market disruption, only to be raised, suspended, renegotiated, or halted by legal challenges. The confusion has created a murky landscape for investors.

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Pioneering Positive Change


In changed times, can bold investing in breakthrough innovation shape a brighter, more sustainable world? The Baillie Gifford team explain.

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PIMCO: Cyclical Outlook: Tariffs, Technology, and Transition


Locking in attractive bond yields can support long-term returns, especially as central banks cut interest rates and tariff effects pose risks to global economic growth and inflation.

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AXA IM: Re-thinking diversification


The bond market has continued to endure volatility thanks to headwinds such as the US trade tariffs. While credit still offers attractive yields, diversifying into other fixed income asset classes such as inflation-linked bonds or green bonds may broaden opportunities.

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Aberdeen: Building multi-asset resilience with listed infrastructure


Why the MyFolio team believes infrastructure plays a vital role in future-ready portfolios.

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Schroders: The case for a structural allocation to gold in portfolios


We explore gold’s effectiveness in hedging risk and the rationale for a structural allocation in multi-asset portfolios.

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Pictet: Barometer: Moving overweight equities as economy remains resilient


With the global economy proving more resilient than expected, we upgrade equities to overweight.

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M&G Investments: 2020s — still the decade of the cheap asset?


In 2020, we proposed that higher interest rates, de-globalisation, and the re-pricing of assets previously deemed safe would lead the 2020s to be the decade of the ‘cheap asset’. Now, five years on, Shane Kelly, Global Value Equities Fund Manager, examines how the investment regime has evolved and discusses the potential opportunities for value investors.

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Aberdeen: Beyond BRICS: the road less travelled in emerging market equity income


Discover how emerging markets beyond the BRICS are reshaping equity income. It's time to explore the road less travelled.

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Schroders: Think the US large cap market is too efficient for active managers to outperform? Time to think again


The already flawed assumption that equity markets present a ‘zero-sum game’, in which an active manager can’t beat passive strategies and can only win when others active managers lose, has become even less valid.

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MAN: Musical Chairs AI Edition – Listen Carefully!


The AI boom has created a circular economy that’s starting to leave investors and the US economy vulnerable.

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AXA IM: Why Europe is a powerhouse of investment potential


Europe is in focus for investors. US political and policy uncertainty, especially over trade tariffs, and the broader move to deglobalisation, have driven investors in their droves towards the region.

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MAN: Are Markets Having a Pre-Covid Deja-Vu?


Markets are currently acting like it’s the dawn of COVID when everything still seemed manageable. Also, inflation may temper Takaichi’s political ambitions for Japan.

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AXA IM: The long view


Go through the thought process. Imagine setting out a 20-year asset allocation plan today. Stocks are at all-time price and valuation highs, bonds are closer to fair value, but credit spreads are super tight. Not easy, is it?

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Schroders: Quarterly markets review - Q3 2025


A look back at markets in Q3 when the US Federal Reserve cut interest rate and the AI boom continued.

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Pictet: Robotics: looking back on 10 years of tech and innovation with Peter Lingen, Senior Investment Manager


From traditional industrial robotics to generative AI, Pictet’s Robotics investment team has navigated a decade of innovation with more exciting developments yet to come.

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M&G Investments: From Electrons to Photons: The Next Great Compute Transition


Computing has evolved through significant shifts in the medium and mechanisms of processing information, leading to transformative impacts on industries and economies.

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Aberdeen: Turning tides: a new dawn for capital flows


Nick sits down with Peter and Alex to explore how capital flows are shifting across Asia and the Middle East.

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MAN: Taking Stock, After Time Away


Blank sheet: what can we say about inflation, valuations and sentiment?

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AXA IM: ECB strategy review: The investment implications


The ECB’s monetary policy review comes against a very different macroeconomic backdrop to its previous 2021 assessment

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M&G Investments: Exploring the evolving AI landscape


This summer saw no shortage of news flow and events concerning artificial intelligence (AI). In this update, Jeffrey Lin, Head of Thematic Technology Equities, reflects on the evolving AI landscape, including technological advances and demand for infrastructure, and outlines why he believes AI innovation has the potential to deliver strong multi-decade revenue growth.

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Pictet: The human face of AI investing


Alexandra Nagy, investment manager in Pictet Asset Management's Quantitative Investment team, talks about QuestAI's development.

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Aberdeen: Quality investing: why fundamentals may regain their place in your equity portfolio


Is quality investing set for a comeback? As markets shift and fundamentals regain focus, we explore why resilience and predictability may soon lead equity strategies again.

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Schroders: Being active, but playing it safe, has worked extremely well for investors in global equities


Low active-risk strategies deliver what investors want in a core holding: broad exposure, lower fees and greater consistency in performance. More importantly, they have also outperformed their more active peers over the past decade.

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Schroders Equity Lens October 2025: your go-to guide to global equity markets


The outperformance of pre-revenue and unprofitable tech, and investing at all-time highs

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AXA IM: CIO Views: Re-examining balanced portfolios, US inflation and China’s macro and market divergence


Key investment themes - Rethinking balanced portfolios, US inflationary pressures persist and China’s economic and market divergence.

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