Industry news and views from Panacea and our partners.
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Artemis: Global smaller companies: the diversification deliverers
If you want to protect your portfolio from war, energy shocks, disruption by AI and concentration risk in market indices, you're not alone. This list of worries is long enough to give even the most committed bull cause to reflect.
Pictet: Why Chinas diverse and deepening stock market merits a long/short approach.
Why Chinas diverse and deepening stock market merits a long/short approach.
BNP Paribas: View from the Markets: Earnings to the rescue!
Some investors were puzzled by the sharp drop in oil prices a few weeks ago based on a few but at times contradictory social media posts from President Donald Trump (which in any event were then often contradicted by the Iranians).
Schroders: Our multi-asset investment views April 2026
We remain positive on equities, but the disruption to energy supplies caused by the Middle East conflict may persist longer than originally thought.
Aberdeen: The Investment Outlook Introduction
Market stress doesnt create new risks, it reveals old ones. What lessons from past crises still matter most today, and how can disciplined investors build resilience amid uncertainty?
BNY: Transforming Retirement Planning
Retirement planning in the UK has never stood still, but the ground is shifting more quickly and more meaningfully than many clients and some firms might expect.
Rathbones Asset Management - The commodity surge: why selectivity matters
Gold, copper and oil prices are all surging, but were not calling a broad-based commodity supercycle for now. And, as Multi-Asset Fixed Income Research Analyst Sally Hoang explains, todays unique drivers behind each price spike argue for a surgical, precise approach to commodity allocations not a lump-sum bet on the whole basket. Read more
Rathbones Asset Management - The Sharpe End podcast: Power Struggle
South Korea has leapfrogged the UK to become the worlds eighth-largest equity market, prompting the team to consider the implications for geographic allocation within portfolios. Next, to mark the five-year anniversary of our sustainable multi-asset portfolios, we reflect on how sentiment toward renewable energy has evolved and how the rise of AI has fundamentally reshaped global power demand. Finally, we shine a spotlight on Veralto, a US-based water-treatment and quality-control business.
M&G: Built for a smoother investment experience
PruFund has supported investors for more than 21 years. Its combination of scale, structure and smoothing is designed to help manage short term market movements and offer a steadier investment experience. It aims to help investors stay invested as conditions change.Watch the 21-year journey to see what PruFund has delivered for those invested in it.Past performance isnt a guide to future performance. View video
M&G: PruFund as an income engine
This guide explores PruFund as an income engine, outlining how it may be used to support retirement income alongside other investments, and the key considerations advisers take into account when assessing suitability and sustainability.
Rathbones Asset Management - In The KNOW blog: Family matters (and markets)
For years the FTSE 250 has been described as unloved, overlooked and somehow perpetually disappointing. And yet, over a full investing lifetime, it has quietly delivered. Rathbone UK Opportunities Fund Equity Analyst Robbie Carr reflects on becoming a new father, the underestimated resilience of UK mid caps, and why the middle child of equity markets deserves a reassessment.
Scottish Mortgage Podcast: Enveda
Hear how biotech Enveda has developed a unique process to discover ingredients in plant life to create a new generation of blockbuster drugs. Founder and chief executive, Viswa Colluru, tells Scottish Mortgage manager Tom Slater how the AI-enabled business is pursuing a trillion-dollar opportunity.
Scottish Mortgage Portfolio Update Q1 2026
Investment Specialist Chloé Darling-Stewart explores why artificial intelligence represents a defining paradigm shift, examines the portfolios exposure to companies at the forefront of this transformation and outlines how Scottish Mortgage is positioned for what comes next.
Aberdeen: Enhanced Index at 10: what a decade of disciplined investing has taught us
Quant Ten years, ten questions the insights behind our approach.
Aberdeen: MyFolio Core: why discipline matters in turbulent times - MyFolio
Celebrating a year of balance amid volatile markets.
Building growth portfolios with fewer decisions
Taking a look beyond market noise: a balanced approach that combines growth companies, bonds and cash in one portfolio.
Aberdeen: Who is winning the US-China 'AI race'?
Why charging-point infrastructure could unlock lower emissions.
BNP Paribas: Quarterly Outlook - April 2026
Where now for the global economy in 2026? How are central banks responding to persistent inflationary pressures and shifting growth dynamics? What do rising bond yields mean for fixed income investors? And can equities continue to show resilience despite geopolitical uncertainty?
Schroders: Unconstrained fixed income views: April 2026
Markets are edging out of the fog of war, but the path forward remains uneven. As geopolitical risks begin to ease, find out how were preparing for a post-resolution investment landscape.
BNY: Signals from spreads
Credit spreads have risen yet remain historically low, reinforcing our view that the oil shock is likely temporary not a driver of long-term growth concerns.
BNP Paribas: Five reasons to consider US short-duration high yield bonds
Short duration high yield bonds may potentially help investors navigate periods of market volatility while delivering a stable income stream.
Aberdeen: Who is winning the US-China 'AI race'?
Artificial intelligence is fast becoming a new front in global competition. Is this the defining US-China rivalry of the 21st century and what really matters in determining who comes out on top?
Schroders: How the closure of Hormuz has opened up energy opportunities
The disruption triggered by Irans closure of the Strait of Hormuz has galvanised nations to shore up energy security. As previous oil shocks have shown, the ramifications and opportunities could be huge.
BNY: Human first, tech second: Rethinking AI in retirement advice
With artificial intelligence evolving at pace, is it finally ready to enhance how advisers plan, test and deliver retirement strategies?
Schroder Japan Trust: Japan's oil position - what the headlines may be missing
The concern surrounding Japan's energy dependency is not unfounded. But the full picture suggests the risks are considerably more manageable than the media headlines have implied.
BNP Paribas: Déjà vu: Parallels between the dotcom era and the AI surge
Comparing previous tech booms and bust cycles with todays AI surge highlights some notable patterns. Historically, undervalued stocks with low price/earnings ratios have outperformed during market downturns that followed unsustainable rises in valuations.
Aberdeen: The widening supply-chain shock of the Iran war
The closure of the Strait of Hormuz is exposing the fragility of global supply chains and the reliance on key chokepoints well beyond crude oil and natural gas. We survey the impacts on fertilisers, jet fuel, and helium.
BNY: Building a strong retirement income
Market shifts, rising risks and AI-driven volatility are challenging retirement income stability. BNY Investments Newton multi-asset portfolio manager Paul Byrne discusses why dynamic risk management and active multi-asset strategies are essential for steadying the ship.
BNP Paribas: View from the Markets: The Iran war: So, is it all over
Is the Iran war over? The answer, at least as far as the markets are concerned, depends on which index you look at. To judge by the level of equity indices and credit spreads, the answer seems to be clearly yes.
BNY: Smart strategies for outperformance in fixed income
Insight Investment outlines seven strategies skilled active managers can use when seeking to generate excess returns relative to benchmarks.
Schroders: An astronauts guide to value investing
A meaningful connection between value investing and space exploration is just one small step
Aberdeen: Finding conviction in a world of higher geopolitical risk
Predicting the outcome of any particular geopolitical event is difficult, but we can have conviction in some of the broader investment implications of persistently elevated geopolitical risk.
Schroders Equity Lens April 2026: your go-to guide to global equity markets
Strong earnings forecast despite stagflation risks.
BNP Paribas: Q1 2026 Investment Update
The first quarter of 2026 has been dominated by a sharp escalation in geopolitical risk, fundamentally altering the macroeconomic backdrop since the end of 2025.
BNY: FutureLegacy: Aligning outcomes with expectations
Paul Byrne, BNY Investments Newton Portfolio Manager and Quantitative Analyst, outlines how BNYs FutureLegacy risk-targeted multi-asset funds aim to help investors stay aligned with their retirement goals in uncertain markets.
Aberdeen: The monthly macro outlook video: April 2026
Markets rallied after the USIran ceasefire, but risks still lurk. Aberdeen's Paul Diggle explains what falling oil prices, the Strait of Hormuz and geopolitics mean for inflation and the global outlook.
Aberdeen: Systematic investing: demystifying the science behind smarter portfolios
Quant investing harnesses data, technology and disciplined processes to deliver consistent, transparent and adaptable outcomes. Heres how we approach the science behind smarter portfolios.
BNY: The 3 aspects of quality
Walter Scott identifies quality companies using three key factors. Client investment manager Murdo MacLean explains why each matters.
Artemis: Why the Middle East crisis hasnt derailed the emerging market recovery
As markets digested the impact of the first waves of conflict in Iran, the focus quickly moved onto energy and commodity prices and what they would mean for the global economy.
Schroders: Quarterly markets review - Q1 2026
An overview of markets in Q1, when the conflict in the Middle East saw commodities gain while other asset classes declined.