Industry news and views from Panacea and our partners.
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Artemis: Why global equity funds need a rethink
In life as in investing, it often feels safer to keep doing what worked in the past. Yet for global equity funds, the status quo is anything but safe, in our view.
Pictet: AI and J-curve: more pain before bigger gain
Investors should brace for a deeper and more costly AI-driven adjustment before they see long-term rewards.
BNY: Global Credit: 10 years of stability and consistency
The BNY Mellon Global Credit Fund celebrates 10 years. Adam Whiteley, head of global credit at Insight Investment, reflects on the Funds success, key active calls, the case for global credit today and future positioning.
BNP Paribas: Decarbonisation and climate solutions providers to gain new prominence
The crisis that were experiencing with the conflict in the Middle East is only going to reinforce the fact that climate will remain our clients and our top priority, Jane Wadia, Head of Sustainability at AXA IM Core, tells Andy Craig, Co-Head of the Investment Insights Centre.
Schroders: CIO Lens Q2 2026: Building diversified portfolios for uncertain times
In this quarter's CIO Lens, our investment experts highlight the need for resilient portfolios as developments in the Middle East increase uncertainty for investors.
Aberdeen: Building Europe's backbone: the sustainable power of industrial real estate
Europe is facing rising security pressures, exposed by recent conflicts, alongside growing risks from an overdependence on foreign suppliers.
BNP Paribas: View from the Markets: The interest rate threat
Equity markets continue to swing in reaction to US President Donald Trumps latest social media post or interview going one way if the news is of positive progress in negotiations (albeit denied by Iran), or the other when an escalation of the conflict seems imminent.
Schroders: What does stagflation mean for equity investors?
Concern is growing that an energy shock triggered by the Iran war will lead to a period of stagflation, something that may make investors wary. But history suggests stocks in an environment of low growth and high inflation may not perform as poorly as investors fear.
BNY: Returns after oil spikes
The Strait of Hormuz, which moves about 20% of global oil, has seen many ships that normally travel through it curtail their activity. Consequently, WTI oil was up over 36% in the five days after the oil supply shock began.
M&G: Our capital markets philosophy and outlook
M&G outline how they use valuation discipline, structural analysis and scenario modelling to build diversified portfolios designed to navigate multiple future paths.
BNP Paribas: View from the Markets: Peace, then what?
A permanent end to the Middle East conflict, resulting from the current ceasefire, will mean the macroeconomic outlook has been shaken but not totally destabilised.
M&G: Women, wealth, and the age of AI
Recent research from Unbiased shows that women are 45% more likely than men to have inherited assets as part of their overall wealth, indicating that a large scale transfer is underway.
Rathbones Asset Management - In The KNOW blog: Why Taiwan is now on a par with China
China once dominated the emerging market equity universe. But Taiwan has caught up with its massive neighbour in terms of its weighting in the MSCI Emerging Markets Index. Head of Emerging Market Equities Tim Love explains whats driven this change - and what it means for investors.
Rathbones Asset Management - The Sharpe End podcast: War and Cease
With headlines and tweets about the Middle East continuing to come in hot, this month Rathbones Asset Managements multi-asset team explores what has changed and what hasnt. The focus then shifts to commodities, covering energy, metals and everything in between.
Quilter: Simple and transparent smoothing
The Quilter Smoothed Funds in partnership with Standard Life designed with simplicity and transparency in mind, to help you and your clients easily understand how their pension savings are managed.
Quilter: A simpler, steadier, and smoother way to invest
Whether your clients are approaching retirement or already enjoying it, the Quilter Smoothed Funds in partnership with Standard Life have been designed to provide a more stable investment experience for your clients by reducing the size of the day-to-day fluctuations to their fund value.
Quilter: Helping you to invest in confidence
We have provided simulated past performance for the Quilter Smoothed Funds to help you understand how the funds may have performed in the past.
Aberdeen: How are investors responding to the Iran conflict?
A longer-than-expected Middle East conflict has sent oil prices soaring but the real story is how this shock is rippling through markets, overturning long held assumptions about risk, diversification and safe havens.
Wizard Learning: Preparing to Take the R06 April Exam?
If you are taking the CII R06 exam in April, Wizard Learning provides comprehensive Expected Solution Packages designed to help candidates strengthen both their research skills and exam technique.
Aberdeen: MyFolio Core: why discipline matters in turbulent times
One year ago, we marked an important milestone in the evolution of the MyFolio range, when MyFolio Managed transitioned to MyFolio Core. This wasnt the launch of a new investment approach, but a considered step to better reflect how the portfolio was positioned, implemented and used within adviser propositions.
Aberdeen: High-yield bonds: a timely opportunity for income-seeking investors?
Recent geopolitical tensions, particularly the war in Iran, have reminded markets that interest-rate volatility is a key risk.
Pictet: Beating volatility with bonds
In times when uncertainty is the only constant, unconstrained fixed income investing shows its true worth.
Fidelity Adviser Solutions: AI in financial advice and FCA expectations
AI is reshaping financial advice, and the FCA is sharpening its focus on how firms use it. In this article, Fidelity Adviser Solutions outlines the regulators expectations around governance, data use, and client outcomes highlighting what advisers should be thinking about as AI becomes more embedded in everyday processes. A concise, practical overview for anyone wanting to stay aligned with emerging regulatory standards.
Baillie Gifford: Retirement income: smooth the journey, not the market
For retirement investors, a steady, growing income stream can help mitigate market volatility. David Rolland of the Baillie Gifford Monthly Income Fund explains.
Rathbones Asset Management - The Iran conflict reinforces that geopolitics is back with a vengeance
The rumble of B-52s is giving Head of Multi-Asset Investments David Coombs sleepless nights, while his days are filled with fever dreams of oil and TACOs. He looks at the long-term consequences of a more fractured world.
Webinar: Artemis Global Income Tuesday 21 April, 10am
Register for an update on the Artemis Global Income Fund including the teams latest analysis of global markets and what they believe will drive future capital flows
Webinar: Unpacking the key drivers of the US equity market Wednesday 15 April, 10am
Amid geopolitical impact on markets, the Artemis US team will examine key structural drivers for US equities, the recent outpacing of small caps over large caps and whether broader market returns will persist.
BNY: Impact of geopolitics over time?
Tensions between the U.S./Israel and Iran have recently boiled over into a military conflict, which has given many investors the jitters. However, our research shows that equity market pullbacks resulting from geopolitical events are often short lived with the S&P 500 typically higher in the months following these events.
BNY: Multi-Asset Views: Everybody hurts
These are the core investment decisions from this months report on BNP Paribas Asset Management multi-asset investment views.
Schroders: Gold and the Iran crisis: whats behind extreme price volatility?
Gold has lost roughly one fifth of its value in recent weeks, appearing to fail in its traditional role as a safe haven during conflict. What explains this performance and what is the bigger picture?
Schroders: Unconstrained fixed income views: March 2026
Events in the Middle East mean inflationary pressures are rising and central banks are on alert.
BNY: Differentiate to diversify
Techs shine is fading, making way for differentiated portfolios to flourish, says BNY Investments Newton global equity income portfolio manager, Jon Bell.
BNP Paribas: Managing multi-asset portfolios amid the volatility
The Middle East conflict and the resulting oil price surge have left the global economy and investors on a knife-edge. If the conflict is short-lived, the cross-asset market reaction would be to reverse the recent fall in valuations
BNY: Iran Conflict: Market Implications
The U.S. and Israeli attack on Iran, resulting in the elimination of Irans leadership, is a serious development for regional political and global energy price stability as it could set off moderate to material demand-supply imbalances.
Schroders: Our multi-asset investment views March 2026
After the spike in oil prices, the outlook is more balanced from here but that doesn't mean volatility is over. Find out more in our latest multi-asset views.
BNP Paribas: Portfolio maintenance in turbulent times
Since the outbreak of the Iran conflict, market losses have been limited, at least so far. But it might not take much in terms of adverse developments in the Middle East to wipe out any remaining positive year-to-date returns.
BNP Paribas: View from the Markets: Its not just Iran
The war in Iran continues to be the most visible factor driving global equity market returns. For example, the MSCI equity index for oil exporter Norway has gained over 6% since 27 February, while Thailand, an oil importer, has seen its market fall by nearly the same amount.
BNY: SCOTUS tariff decision may lift risk assets
The Supreme Court of the United States (SCOTUS) announced in a 6-3 ruling that tariffs imposed under the International Emergency Economic Powers Act (IEEPA) exceeded the powers of the president.
Schroders: Why short-dated bonds make sense in uncertain times
Turning to cash may seem tempting but waiting comes at a cost unless youre being paid. Short-dated bonds present an attractive alternative.
Aberdeen: Five things to know about bonds amid current geopolitical volatility
Typically seen as a safe haven asset in times of market stress, bonds have defied this status in recent weeks, reflecting a shift in how investors are thinking about inflation, interest rates and risk.