Industry news and views from Panacea and our partners.
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How resilient is your Centralised Investment Proposition (CIP)?
Produced in partnership with Verve, this whitepaper sets out five practical prompts to help advisers review portfolio resilience, challenge assumptions and assess whether their current investment approach is prepared for an increasingly uncertain market environment.
Still time to register: Pensions and IHT
With under 8 months until most pensions fall into the IHT net, join M&G's Les Cameron on 20 August for a clear update on who'll face a liability, how it's paid, and case studies on reducing it covering DGTs and loan trusts. Up to 90 minutes of CII CPD.
Last chance to join: PruFund Power Hour
There's still time to register for Tuesday 25 August (15:0016:00). Join M&G's experts for 60 minutes on what today's markets mean for your clients covering concentration risk, retirement suitability, behavioural finance and the latest PruFund performance and EGRs. Includes 60 minutes of unstructured CPD.
Facilitating adviser fees directly from personal pensions
Facilitating adviser fees through a clients pension can deliver valuable tax efficiencies, but the rules are complex and getting them wrong can have significant consequences. Fidelity Adviser Solutions practical guide explains the key considerations, authorised payment rules and common pitfalls, helping advisers ensure fee facilitation is both compliant and in their clients best interests. Download now
Scottish Mortgage Portfolio Update Q2 2026
Investment Specialist Chloé Darling-Stewart discusses SpaceXs landmark IPO, why we sold Tesla after 13 years, and where we see new opportunities as AI reshapes demand for power.
Scottish Mortgage Podcast: ASML The Printing Press of the AI Age
ASML CEO Christophe Fouquet tells Scottish Mortgage manager Lawrence Burns why, without the firm's extreme ultraviolet (EUV) technology, there would be no AI.
Sizing AIs environmental footprint
Viktoras Kulionis puts AIs thirst for power into context. To some environmental commentators, AI is the real-world equivalent of Erysichthon, the mythical Greek king who was cursed with a destructive and insatiable hunger.
Baillie Gifford Cautious Managed Fund Q2 2026 investment update
Investment specialist Barry Templeton gives an update on the Cautious Managed Fund covering Q2 2026.
High Yield Happenings: How short-dated high yield can help manage risk
Short-dated high-yield bonds may lag equities during the good times but history suggests they make up for that when times get tough.
Baillie Gifford Managed Fund Q2 2026 investment update
Investment specialist Barry Templeton gives an update on the Managed Fund covering Q2 2026.
Is there a missing asset class for retirees?
Market data shows bonds and equities are not always the diversifiers investors assume, with periods where both asset classes fall together. Fidelity Adviser Solutions Paul Squirrell explores what long-term correlation data tells us and how incorporating annuities alongside bonds and drawdown could help deliver more resilient and sustainable retirement income strategies. 5-minute read
Quarterly markets review - Q2 2026
A look back at markets in Q2, when AI-related stocks powered ahead and the conflict in the Middle East de-escalated.
Portfolio perspectives How fixed income investors can potentially capitalise on Europes strategic autonomy
The geopolitical landscape has undergone a significant shift in recent years, with global cooperation and multilateralism giving way to a more fragmented world.
Climbing the value chain: why emerging market stocks are not what they used to be
The developing world's progress along the global value chain could strengthen the case for emerging market stocks.
Multi-asset portfolios: Bonds are back. Just not as you knew them.
Fixed income still belongs in a multi-asset portfolio. But what we are asking it to do has changed, and how we manage it must change with it.
Portfolio perspectives Monetising AI: Driving innovation and multiple investment opportunities
Artificial intelligence has moved from experimentation to large-scale deployment and a tangible revenue driver across an ever-broadening range of industries.
The world-leading British companies youve never heard of
UK equity markets are home to a remarkable number of world-leading companies that most people would completely fail to recognise. Thats because these businesses operate in specialist niche areas.
Fixed income ETFs: Simple, transparent, low-cost beta exposure
Despite trebling in size since 2020, fixed income ETF (exchange-traded fund) assets remain under-bought in Europe.
10-year public markets return forecasts (202635)
Our latest forecasts for absolute returns from 2026-2035 for various asset classes including cash, equities, fixed income and commodities.
Why good-quality companies arent always the best investments
Most fund managers will tell you they want to buy high-quality companies. After all, who wants to invest in a poorly run business with dismal prospects and a shrinking market share?
Secular Outlook 2026: Our 10-year investment outlook
Understand the key trends shaping returns across equities, fixed income, currencies and alternatives.
High Yield Happenings: The pragmatic way to boost returns from your cash allocation
Combining short-dated high yield with cash can produce powerful results.
Schroders Equity Lens July 2026: your go-to guide to global equity markets
A market rotation, and how to respond to stagflation concerns.
BNP Paribas Fixed Income Quarterly Update July 2026
The second quarter presented significant market dynamics shaped by geopolitical concerns and major central banks focused firmly on inflation. Watch Olivier de Larouzière discuss his outlook for fixed income and where he sees potential opportunities.
Schroders Equity Lens July 2026: your go-to guide to global equity markets
A market rotation, and how to respond to stagflation concerns.
Wolstencroft: Investor complacency is making me nervous
The manager of the Artemis SmartGARP European Equity Fund says it is at times when other investors stop caring about valuations that they become more important than ever.
Multi-Asset Investment Views Quarterly Update July 2026
Watch Laurent Clavel discuss why he is confident that investors should potentially see positive returns in the second half of 2026.
CIO Lens Q3 2026: Concentration, credibility and the importance of understanding risk
In this quarter's CIO Lens, our investment experts highlight why resilience and genuine diversification matter as market concentration builds around AI, even with Middle East tensions easing.
AI's next frontier
AI is moving into the physical world, helping to turn humanoids, self-driving cars and other robotic applications from science fiction to reality.
BNP Paribas Mid-year Investment Outlook
Watch our Mid-Year Investment Outlook video with Daniel Morris, Chief Market Strategist, and Chris Iggo, Chief Investment Officer, AXA IM Core (part of BNP Paribas Asset Management), to see their analysis of the fundamentals driving the global economy, fixed income and equity markets.
Emerging markets: no longer afraid of oil price
High oil prices no longer spell disaster for emerging markets. Their impact is counterbalanced by booming tech industries, stronger fundamentals and lessened reliance on the dollar.
Is any investment decision ever truly passive?
With index concentration rising and benchmark labels telling less of the full story, the active vs passive debate is missing the point. Read M&G's Lighthouse article for expert insight on why deliberate implementation matters more than ever and how PruFund puts it into practice.
A closer look at what's really inside your multi-asset funds
An independent whitepaper from Verve takes a closer look at what really sits inside today's multi-asset funds exploring concentration risk, private markets exposure and portfolio resilience. Includes five practical prompts to help you review your client portfolios with confidence.
Aberdeen: Short Dated Enhanced Income a continuing role three years on
Three years is a long time in markets. Since our short-dated enhanced income strategy launched, investors have had to contend with inflation shocks, changing interest-rate expectations, geopolitical tension and periodic bouts of market stress.
The Witt
Concise, opinion-led views on how our investors are thinking about todays investment landscape.
Powering the future: whats shaping global infrastructure today?
Looking ahead through the rest of 2026 and beyond, we see compelling opportunities in infrastructure equity as long-term structural trends continue to reshape the sector. Discover more in this video with Josh Duitz.
Why are UK gilt yields rising in a slowing economy?
Traditionally, when economic growth slows, government bond yields fall and prices rise. Investors seek safety, central banks cut interest rates and bonds benefit.
Private markets: a shift from momentum to selectivity
After a period dominated by rising valuations, cheap capital and abundant liquidity, the focus is shifting towards fundamentals, income and disciplined investment selection.
European real estate market outlook Q3 2026
Junes flash Purchasing Managers Index suggests the Eurozone economy was pushed close to stagnation by the energy-cost shock. This weakness should unwind during the second half of 2026, as energy markets normalise. That said, Germanys fiscal easing is likely to take longer to affect the real economy than first hoped. We expect Eurozone growth of 0.8% in 2026, followed by above-trend growth of 1.8% in 2027 and 1.7% in 2028.
Why even the world's best players need a team
Throughout football history, the biggest moments have often belonged to the biggest players. From Pelé and Maradona to Lionel Messi and Harry Kane, individual brilliance has the power to turn a game in a flash.