Industry news and views from Panacea and our partners.
Investment Commentary_
Pictet: Barometer: Emerging markets more attractive than expensive US
While equity markets are buoyant worldwide, emerging markets stocks and bonds are the only assets that merit an 'overweight' allocation.
Wesleyan: Clients primed to change investment strategies amid volatility fears
Majority of UK advisors polled by Wesleyan say clients are poised to make changes to their investment strategies if global market volatility persists in 2025.
Pictet: Emerging markets are the new leaders in climate adaptation tech
Emerging Markets companies are becoming global leaders in environmental adaptation technology. This means they will feature ever larger in sustainable equity portfolios.
Aberdeen: Euro small cap vs US small cap - the golf edition
Who will claim victoryEuropes disciplined small caps or Americas bold innovators? Step onto the fairway with us for a Ryder Cup-inspired face-off for our thoughts on which team may outperform in todays market.
Upfront: Europe, chips and rising Japan
Baillie Giffords Stephen Paice explains why Europe is back in fashion, investment specialist Sarah Clark discusses her enthusiasm for Japan, and Qian Zhang explains why TMSC is special. Capital at risk.
Fidelity Adviser Solutions: The benefits of integrated solutions
Fidelity Adviser Solutions latest report reviews some of the different approaches to dealing with sequencing risk and explores whether there may be better options available new solutions that can deliver optimal long-term outcomes, commensurate with a clients capacity and tolerance for risk, without exposing them to market falls in the early years.
Fidelity Adviser Solutions: IFA DNA: The code for the future advice firm
Fidelity Adviser Solutions are excited to share the latest insights from IFA DNA, our annual examination of the evolving landscape for advice firms. This years findings are clear: advisers are seeking more client interaction and less administrative burden. Our report delves into how AI adoption is helping firms tackle this challenge.
Fidelity Adviser Solutions: New retirement income approaches gaining in popularity
Drawdown has largely been acknowledged as the winner in terms of product since the introduction of pension freedoms. However, as revealed in AKGs latest industry research paper, this may now be changing.
Fidelity Adviser Solutions: Slaying the dragon
Are your clients concerned about the impact of market downturns on their retirement plans? Here Fidelity Adviser Solutions discuss strategies to tackle sequencing risk the potential nemesis of a comfortable retirement. We delve into both traditional and modern approaches to safeguard your clients financial future, including living off natural income, maintaining a cash buffer, and the innovative solution of integrating guaranteed lifetime income with smoothed managed funds.
Fidelity Adviser Solutions: Triple Lock: what will the State Pension be in the future?
The guaranteed and inflation-proof income the State Pension offers is vital in providing a baseline for those in retirement. The payment has been getting more generous, and thats thanks to the Triple Lock. But how far could the State Pension rise in the future?
T.Rowe Price: Beyond big tech: Why value stocks deserve a closer look
Just outside Washington, D.C., in suburban Northern Virginia, lies data center alley, a dense cluster of warehouse?like facilities powering the rise of artificial intelligence (AI).
How MyFolio supports suitability led advice
Whys Aberdeens MyFolio a trusted risk-targeted solution for multi-asset investing? Find out here.
The age of resilience: outperformers must first be survivors
Transformative companies must shockproof themselves for turbulent times, writes Tom Slater investment manager for Scottish Mortgage.
Baillie Gifford CEO on why being different pays off
Discover how long-termism, optimism, and deep research guide Baillie Giffords investment decisions, regardless of companies stock market index weightings.
Inside M&G's investment in music: The Seeker Music strategy explained
Music and long-term investing? Not the most obvious pairing - but its one M&G have been backing for five years, with PruFund at the core.
M&G: Prudential Guaranteed Income Plan
Giving you the opportunity to mix a guaranteed income and PruFund's smoothing experience to match your individual clients' needs. All in one place.
BNY: Earnings season wrapping up on a high note
Second quarter earnings season is winding down, but earnings are up, and better than expected. Despite some potentially concerning signals from the real economy, including muted job gains, and possible seasonal volatility, we remain constructive on equities. A positive second quarter earnings season strengthens our conviction.
Artemis: SmartGARP® explained: The eight factors that drive returns
Harry Eastwood reveals how SmartGARP aims to find the stocks with the most attractive financial characteristics at any point in time.
MAN: Golds Record Surge: A Bet on Chronic Inflation?
Politicians tend to avoid austerity because it loses elections. This creates a structural bias toward loose policy that drives up gold prices.
BNY: Riding the equity market rollercoaster
In this video, Walter Scott client investment manager Murdo MacLean reflects on a volatile period for global equity markets and outlines why he believes diversification and valuations matter.
Schroders: Which equity styles are performing well? The answer may surprise you
Most people think of the current bull market as a Growth stock rally, backed by the US Magnificent-7. But that is only true in the US. The opposite is true internationally, where performance, sector make-up, and valuations are very different.
M&G Investments: Markets in motion: How Asia is staying on course
Tariffs, tension and volatility have tested global nerves - but Asia is showing steady resolve. With Asian markets defying global risks as investors focus on fundamentals, we explore how resilience and long-term thinking are shaping performance across the region.
BNY: UK Equity Income: Not as dull as you think
A lot has been mentioned in the financial media around whether the UK is a good place to invest. Newtons David Cumming outlines some of the reasons he thinks UK companies are providing investment opportunities.
AXA IM: CIO Views: UK value and income, ECB policy and Chinas disinflation
Soft growth, sticky inflation and fiscal challenges have undermined confidence in the UK. However, the FTSE 100 index recently hit a new all-time high.
Aberdeen Investments: Sophistication delivered simply
Aberdeen Investments explains how MyFolio supports clients' long-term goals with simplicity at its core.
Wesleyan September monthly investment update - Reflections on August 2025
This year's stock market returns in August have been marginally positive - building on the strong gains seen for global equities in June and July.
Schroders: A snapshot of the world economy in Q3 2025
Our latest infographic highlights our new growth and inflation forecasts, and considers the possibility of a soft patch in US economic data and the impact of a weaker dollar.
BNY The new arsenal of European defence
As Europe boosts defence spending in response to rising geopolitical tensions, the technological transformation of warfare is changing how that money is spent, writes Walter Scott investment manager Connor Graham. Now its more cybersecurity and sensors and fewer bombs and bullets.
AXA IM: The factors driving Eurozone investment potential to the next level
The world is shifting, in terms of power, trade and allegiances all of which will have significant implications for Europe. Increased spending on defence as well as R&D could prove to be a boon for the bloc and further bolster its investment potential.
Wesleyan: Principles of sustainable investing
Watch this video to find out all about Wesleyan's three principles of sustainable investing - responsible screening, positive contribution and active engagement.
Aberdeen: How MyFolio supports suitability led advice
Whys Aberdeens MyFolio a trusted risk-targeted solution for multi-asset investing? Find out here.
Pictet: Barometer: Emerging markets more attractive than expensive US
While equity markets are buoyant worldwide, emerging markets stocks and bonds are the only assets that merit an 'overweight' allocation.
Aberdeen Investments: How MyFolio can help your clients invest with an ESG focus
The MyFolio Enhanced ESG ranges combine Aberdeen Investments proven process with a focus on sustainability.
Pictet: Keeping pace with climate change: human adaptation
Our evolutionary history shows how humans can adapt to climate change
Wesleyan: September monthly market update - Reflections on August 2025
Steady inflation, trade optimism and strong earnings lift global stock markets to record highs. Read more in Wesleyan's latest market update.
Schroders Equity Lens September 2025: your go-to guide to global equity markets
Remove your US-tinted glasses: its been a value market outside the US, growth stocks have languished
AXA IM: Bonds, I presume?
Bond bearishness continues, but the market is not doing much beyond reacting to supply and demand, alongside the usual flow of economic data, and expectations about central banks.
BNY: Strategic bonds: the Swiss army knife of fixed income
Insight Investment senior portfolio manager, Damien Hill outlines why he believes a strategic bond strategy could be the right fixed income tool when it comes to tackling the job of retirement investing.
T.Rowe Price: The greatest fixed income investment opportunity in decades?
Are you ready for a world where the 10?year U.S. Treasury yield goes to 6%? According to our Head of Global Fixed Income and CIO Arif Husain, this scenariounthinkable just a few years agohas become a real possibility in the next 18 months due to U.S. fiscal expansion and the potential for tariffs to drive inflation higher.
M&G Investments: Japan Fund quarterly update Q2 2025
Watch our latest webcast to look back at the second quarter of 2025 with Carl Vine, Co-Head of Asian Investment, and Sunny Romo, Investment Director. They highlight the latest updates from the last quarter and discuss their view on the long term strategic opportunity.