Industry news and views from Panacea and our partners.
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M&G: Dash to Cash
Support your client conversations, weve brought together a small set of adviser resources, including 'Dash to Cash', A short guide on how long-term cash holdings may affect real returns.
Artemis: Will 2026 be Chinas year?
Wondering whether the New Year will bring an end to US exceptionalism has become something of tradition among investors as they play the annual forecasting game.
BNY: The role of volatility-managed funds in client portfolios: beyond model portfolios
BNY Investments Newton Portfolio Manager and Quantitative Analyst Paul Byrne explores how active, volatility-managed portfolios can help investors navigate todays market risks.
Pictet: Artificial intelligence powering a healthcare revolution
Machine learning is leading us to new therapies, says Generate: Biomedicines' Michael Nally.
Artemis: Whats been driving the Russell 2000 outperformance vs the S&P?
Artemis Fund Manager Olivia Micklem explains what's behind the YTD outperformance of US small caps vs their larger peers.
Schroders: Is AI really behind a global hiring slowdown?
A consensus is emerging that AI has hit hiring in recent years. But does the available data stack up the case?
Aberdeen: Global high-yield: why income matters more than you think
Harnessing the one factor that powers high-yield returns.
BNP Paribas: Monthly Market Views: AI disruption and dollar hedging
Despite the disruption artificial intelligence is creating across stock markets, one thing is clear AI-driven investment spending continues to grow. Big technology companies are expected to invest up to $650 billion on computing capacity and datacentres during 2026.
BNY: Multi-asset: 6 for 2026 outlook
Paul Flood, Head of Mixed Assets Investment at BNY Investments Newton, examines six prospective investment catalysts for 2026 and underscores the significance of diversification across asset classes, regions, and sectors.
Schroders: Monthly markets review - February 2026
An overview of markets in February when US shares underperformed other regions amid a rotation away from big US technology stocks.
Aberdeen: Emerging market income equity: can MediaTek turn innovation into income?
Taiwan-based chip designer balances research investment with returning its capital to shareholders
Pictet: The robotic era
An ageing population and advances in machine learning have created a fertile environment for innovation in robotics, which in turn should give rise to a new range of opportunities for tech investors.
Artemis: Whats the outlook for UK banks?
Artemis Fund Manager Ambrose Faulks presents his outlook for the UK banking sector and which ones excite him the most.
BNP Paribas: Diversifying US equity exposures through small-cap companies
Investing in US companies with a small market capitalisation can provide distinct benefits over exposure to large and mid-caps: small caps are often at the forefront of innovation and in early stages of the growth cycle.
BNP Paribas: Multi-Asset Views Its a wild world (but a wide world)
These are the core investment decisions from this months report on our multi-asset investment views, by Laurent Clavel, Global Head of Multi-Asset, AXA IM Core, part of BNP Paribas AM.
Aberdeen: Year of the Horse: China finds its stride
Trade strength, AI plumbing, and a firmer RMB are reshaping the winners circle.
Artemis: Meet the Artemis Income team
The team explain their longstanding approach to investing, what they focus on and how they will be managing the Murray Income Trust.
BNY: Real Return: 6 for 2026 outlook
Ella Hoxha, Co-head of BNY Investments Newtons Real Return team, sees a constructive yet fragile outlook for financial markets, with opportunities arising from potential monetary policy easing balanced by persistent risks, including inflation and valuation constraints.
Schroders: A snapshot of the world economy in Q1 2026
Our latest economic infographic highlights our new forecasts and considers the risk of rate cuts fuelling inflation.
Pictet: Barometer: Stock market rotation won't derail rally
Concerns over the economic effects of AI have led to changes in the patterns of returns across stock markets worldwide. But we see no reason for the equity rally to falter over the near term.
M&G: One ISA. More confident decisions
Client behavioural considerations are explored in more depth in the Verve whitepaper, which looks at how volatility affects client decision?making - and how smoothing can help advisers keep conversations focused on long?term outcomes, rather than short?term noise.
BNP Paribas:View from the Markets: Not bear feeding time just yet
A shift in uncertainty relative to expectations has undermined performance in parts of the equity market since last year. However, overall market returns are healthy, and bonds are delivering.
Artemis: Why its not too late to invest in emerging markets
Emerging markets had a strong year in 2025. The MSCI EM index rose 34% in US dollar terms, comfortably outperforming the MSCI World index. Even allowing for a weaker dollar, sterling investors saw returns of around 24% roughly three times that of the S&P 500.
Schroders: Our multi-asset investment views February 2026
We remain positive on equities and are upgrading commodities. Find out more in our latest multi-asset views.
Prudential ISA - saving with confidence
The Prudential ISA is a streamlined solution that brings your clients savings together into a single Stocks & Shares ISA, helping them stay organised while keeping on top of their investments with ease.
Pictet: Emerging market water innovators: turning stress to solutions
Emerging markets sit at the frontline of global water stress and at the forefront of innovative solutions.
Aberdeen: Staying balanced in an unbalanced market: MyFolio US positioning
Why diversification still matters in a market dominated by a handful of mega?caps.
BNY: 6 for 2026 Outlook: Global Credit
Fading cash yields could see a powerful rotation into credit markets, while AI growth financing and the emerging markets could offer new opportunities. Peter Bentley gives his 6 potential catalysts for credit investments in 2026.
Artemis: Could overseas investors jump the queue on a small-cap recovery?
Britons remain famous for their love of queuing, instinctively adhering to the unwritten rule that they form an orderly line when more than one person is waiting for the same thing.
Schroders: Video: what does the Iran conflict mean for inflation and interest rates?
In this video, David Rees, Schroders Global Head of Economics, explains what might change regarding inflation and the likely path of US interest rates as a result of the Iran conflict and rising oil prices.
BNP Paribas: Iran conflict: What investors need to know
The US and Israel have taken decisive military action against Iran in what appears to be a bid for regime change. The initial market response has seen higher oil prices, a slightly stronger dollar, lower equity markets, and wider credit spreads.
Artemis: What war in Iran means for global markets
From an investment perspective, the situation presents real challenges. The duration of the conflict remains uncertain. While some expect a resolution may come within weeks, the range of possible outcomes is wide.
Pictet: The Iran war: scenarios for investors
The Iran war has roiled markets. Here are the scenarios investors should consider.
Schroders: Iran conflict: diversification and portfolio resilience
Diversification is not simply about holding different assets, but about holding assets that respond differently under pressure.
Baillie Gifford: Investing in the era of private megacaps
Investment specialist Gustav Venter explains why the rise of private-company megacaps requires a fund that can traverse the divide between private and public markets.
Baillie Gifford : An introduction to The Schiehallion Fund
Investment manager Peter Singlehurst outlines the rationale, structure and how Schiehallion can provide access to exceptional private growth businesses.
BNY: The roles fixed income can play in your portfolio
Discover how fixed income investments contribute to portfolio stability through consistent income generation, attractive returns, and effective diversification strategies.
Fidelity Adviser Solutions: Helping clients build financial self-efficacy
In their latest psychology of retirement series, Fidelity Adviser Solutions explore one of the biggest drivers of retirement readiness: a clients confidence in understanding and engaging with their finances. This short video shows advisers how simple shifts in communication and planning can dramatically boost a clients sense of clarity, control, and emotional preparedness for retirement. 4minute watch
Fidelity Adviser Solutions: Building trust in retirement conversations
Helping clients feel ready for retirement isnt just about the numbers its about building confidence, clarity, and connection. In this short video, Cowry Consultings Mana Jhaveri breaks down Fidelitys latest behavioural research and reveals three practical ways advisers can strengthen trust during retirement conversations.