Industry news and views from Panacea and our partners.
Investment Commentary_
M&G Wealth : Weekly market commentary - available now
The weekly market commentary from the investment experts at M&G Treasury & Investment office is now available for you to read and theres also a customer-friendly version to share directly with your clients.
BNY: Fastenal: the nuts and bolts
In this video, Walter Scott client investment manager Murdo MacLean talks about US nuts and bolts and safety equipment supplier, Fastenal. What makes this 58-year-old company stand out?
MAN: Where Are We in the Credit Cycle?
Some recession signals appear to strengthen in the face of uncertain policy decisions and volatile geopolitics.
Quilter: A new, innovative solution for cash savings
With Quilter's CashHub MultiBank, your clients money is deposited across accounts from three leading UK banking groups. So, theyll benefit from a competitive overall interest rate, and additional FSCS protection.
PIMCO: Charting Commodity Markets With Greg Sharenow
Greg Sharenow, managing director and portfolio manager, charts the continued resilience of commodities and their low correlation with stocks and bonds amid recent geopolitical shocks, underscoring their strength as portfolio diversifiers.
Quilter: CashHub MultiBank
Offer your clients access to a competitive interest rate and enhanced protection for their cash deposits, with one easy application.
T.Rowe Price: Restoring Americas nuclear energy capacityDigging in to potential impacts and implications
Recent executive orders from the White House call for the quadrupling of U.S. nuclear energy capacity by 2050.
BNY: Alternatives: bouncing back?
Its been a tricky couple of years for parts of the alternatives sector. Higher interest rates saw capital flow towards the bond market instead, while many pension funds offloaded alternatives as they de-risked portfolios. But is now a better environment for real assets? Newton head of mixed assets investment, Paul Flood, discusses.
Quilter: Latest CashHub savings rates
These are the best rates currently available in the CashHub across easy access, notice period and fixed term savings accounts.
M&G: Weekly market commentary - available now
The weekly market commentary from the investment experts at M&G Treasury & Investment office is now available for you to read and theres also a customer-friendly version to share directly with your clients.
PIMCO: The Power of Global Bonds
Andrew Balls, CIO Global Fixed Income, shares why global bonds are compelling today. With PIMCOs global presence and local expertise in navigating market cycles, explore how high-quality global bonds can offer stability, diversification, and attractive returns amid market uncertainty.
BNY: Credit positioning since Liberation Day
In this video, Insight Investment senior portfolio manager Damien Hill talks about credit positioning amid heightened volatility and tariff turmoil.
Quilter CashHub
A new safe way to manage your cash savings alongside your Quilter Investments.
BNY: Is this the bond index you should be using?
The Bloomberg Global Aggregate Bond Indexs scale is vast, encompassing more than 30,000 securities from more than 3,100 issuers and with a market capitalisation of over $50 trillion1. Here, we explore why its the premier choice for bond investors.
Quilter: CashHub - an award winning cash savings solution
Integrating the CashHub gives you a single view of your clients cash and investments, potential platform charge savings, and full visibility of holdings, maturities, and new deposits.
T.Rowe Price: While high yield bonds are unlikely to keep pace with stocks if U.S. economic growth proves surprisingly robust, they currently feature very attractive yields relative to recent historyboth on an absolute basis and relative to stocks.
While high yield bonds are unlikely to keep pace with stocks if U.S. economic growth proves surprisingly robust, they currently feature very attractive yields relative to recent historyboth on an absolute basis and relative to stocks.
Scottish Mortgage Manager Insights: Lawrence Burns
From the importance of unconventional methods to the ability to adapt in challenging environments, Lawrence Burns outlines common characteristics of a true outlier company. Capital at risk.
Paul Harper Searchs 2025 BDM Salary Survey Reveals Shifting Trends in Financial Services Compensation
Paul Harper Search has unveiled its 2025 BDM Salary Survey, offering the longest established, most detailed and accurate insight into Business Development Manager compensation across the UKs intermediary and advice-led financial services market.
Artemis: Video: What is Artemis SmartGARP®?
Learn how Artemis proprietary screening tool gives them a data driven edge in global stock picking.
Artemis: Two books to help you make sense of the US/China trade war
The Art of War and The Art of the Deal may have been written many centuries apart, but together could offer an insight into how the current tariff friction will play out.
Artemis: European equities: The joke is on the herd
Artemis Toby Gibb says that with the attractions of smaller, domestically oriented European companies routinely going unnoticed, the sheep appear to have had the wool pulled over their eyes.
Video: Artemis Strategic Bond Fund
With volatility set to prevail in the fixed income market, strategic bond funds can offer a flexibly managed allocation to the asset class. In this Fund in Five, the managers of the Artemis Strategic Bond Fund explain the key differentiators of this fund and how there can be more reliable ways of generating alpha than taking major macro or duration calls.
Pictet: Barometer: Equities enter slightly calmer waters
We upgrade equities to neutral from underweight as falling interest rates and improving economic conditions in emerging markets offset uncertainty over US tariff policies.
Rathbones Asset Management - The Sharpe End podcast: The 5% Club (with special bonus content!)
Geopolitics are top of the agenda in an extra special podcast that celebrates four years of talking common sense about investing (alright and a bit of questionable banter on the side).
Rathbones Asset Management - In The KNOW blog: Powering efficiency
A wave of disappointing headlines about our battle against climate change and the move to cleaner energy doesnt have equity investment specialist Michael Cumberlidge in a funk. Hes looking at the day-to-day improvements delivered by ever-better technology.
Aberdeen: Four years forward: lessons from the Climate Transition Bond Strategy
The companies in our strategy seek to deliver real-world decarbonisation & adaptation while providing a financial return. Find out how.
MAN: Can the Euro Really Challenge the Dollars Grip on Global Markets?
Can the Euro Really Challenge the Dollars Grip on Global Markets? The dollars dominance may have shown cracks but the path to a global euro is steep. Also, US jobs report shuts door on July rate cut.
Upfront: Private companies, China and Scottish Mortgage
Financial journalist Cherry Reynard and investment specialist Chloé Darling-Stewart discuss Scottish Mortgages private holdings, while investment manager Linda Lin explains why China is set for future growth. Capital at risk.
Baillie Gifford Managed Fund: our 7 most exciting growth picks
We spotlight seven picks from the Baillie Gifford Managed Fund portfolio with the potential for future growth, reflecting our regional equity and fixed income expertise. Heres what were excited about and why.
Scottish Mortgage Manager Insights: Tom Slater
Tom Slater outlines how AI integration, disciplined capital allocation and operational resilience are shaping the Scottish Mortgage portfolios next generation of global growth leaders.
Fidelity Adviser Solutions: Pension decumulation payment options
The flexible pension decumulation options available on Fidelity Adviser Solutions platform include a variety of payment choices to suit clients' needs. They're all manageable online with straight-through processing (STP). Their comprehensive guide gives detailed information on processes, timescales, and strategic combinations to maximise clients retirement planning.
T.Rowe Price: How the U.S. tax bill could impact the economy and bond markets
Donald Trumps landmark tax and spending bill is sharpening the focus on the countrys challenging fiscal position for financial markets. This bill could be passed as soon as this summer, and here we explore the potential implications for the deficit, economy, and bond markets.
AXA IM: And into the second half
Market returns have been strong in the first half of 2025. It seems investor optimism - alongside consumer and corporate resilience - have together trumped (pardon the pun) both trade and actual wars.
MAN: Extreme Heat Fuels US Equity Market Volatility
We have found evidence of the existence of a climate factor in investing. And central banks hold firm as inflation concerns persist.
BNY: Are alternatives bouncing back?
In this video, Newton head of mixed assets investment Paul Flood outlines where he sees opportunities in alternatives after a tricky couple of years for the sector.
BNY: Trump volatility: a multi-asset perspective
In this video, Newton head of mixed assets investment Paul Flood reiterates why, in the wake of Donald Trumps Liberation Day, he thinks its about time in the market rather than timing the market.
Aberdeen: Celebrating three years of MyFolio Enhanced ESG Index
This innovative range has passed a key milestone. What explains its popularity with clients?
Pictet: 30 years of Thematics
We talk to Hans Peter Portner about how Pictet Asset Management developed the industry's leading thematic equities franchise.
Schroders: UK venture capital: why now for UK pensions
Venture capital is becoming a viable option for pension savers we explore the investment case.