Industry news and views from Panacea and our partners.
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Fidelity Adviser Solutions: How does the UK State Pension measure up?
The State Pension is set to increase in April in line with the triple lock. Marianna Hunt compares the UK State Pension with other state provision, assessing it in terms of cost as a percentage of GDP and also as an income replacement rate. This insight further highlights national affordability and the need for taking personal responsibility for retirement savings. 3-minute read
Rathbones Asset Management - Is the UK doing better than you think?
UK Opportunities Fund Manager Alexandra Jackson is busting the winter blues. Great stuff is being made in the UK and its being made exceptionally well.
Baillie Gifford : Upfront: US Equities, Emerging Markets and AI
Join host Cherry Reynard on Tuesday 17 March at 10.30am for the next episode of Upfront, Baillie Giffords 30-minute live investment show. Packed with up-to-date topical insights and a live Q&A.
Schroders: Spotlight series 2026 Reframed Macro Strategy - escalation in the Middle East
We have reframed this Thursdays Macro Strategy webinar to focus on the investment implications of the ongoing conflict across the Middle East. This will bring you insight from some of our leading strategists and investors.
Artemis: Webinar: Why the emerging markets revival has only just begun - Tuesday 10 March 10am
While valuations remain a key attraction of emerging markets, Artemis fund manager Raheel Altaf will discuss the improving fundamentals and long-term structural trends that further enhance their attractiveness for investors.
Pictet Looking through gold's volatility
Gold is a volatile asset class. Nonetheless, it's still a useful hedge against certain types of market risk.
Artemis: Why passive bond funds don't work
Artemis' Stephen Snowden says that the structure of passive bond funds means the way they react to market crashes couldn't be more counterproductive.
Ballie Gifford: China's new growth leaders: inventing, not copying
Sophie Earnshaw, investment manager on Baillie Giffords China Equities Team, examines Chinas new generation of growth companies. She explains why innovation not imitation is driving long-term opportunities for patient investors.
BNY: Healthcare: alive and well
The outlook for the healthcare sector remains positive despite its recent challenges, says Walter Scott client investment manager George Dent.
Pictet: Will Japan's changing political landscape affect your bond investments?
Japan's public finances are coming under scrutiny following an election victory for a prime minister intent on lifting government spending. But worries over the country's debts - and the possibility of adverse spillovers to global markets - look overblown, says Linda Raggi, head of macro and multi sector fixed income.
Artemis: Three big questions for fixed income investors in 2026
A year is a long time in fixed income. Just 12 months ago, monetary and fiscal policy were expected to provide support for bond markets via across-the-board interest rate cuts and a normalisation in government spending following the Covid-era highs.
BNY: Capital Market Assumptions 2026
Pressure creates resilience or strain. Our CMAs provide a disciplined, long-term view to help investors build enduring portfolios.
BNP Paribas Asset Management: Pick your poison: Geopolitics or AI
If its not geopolitical shocks roiling markets it is artificial intelligence, either because AI is a bubble, or because it is decidedly not but it will instead wreak havoc across business models and the labour market.
BNP Paribas Asset Management: Here come the bots
Jobs and business models are at risk from artificial intelligence disruption. That is spooking markets as it is difficult to put a valuation on companies that could be vulnerable to the onset of AI. At the same time, huge amounts of money continue to be spent on data centres and computing power.
BNP Paribas Asset Management: 2026 inflation outlook: Navigating uncertainty
The year ahead looks set for a more balanced, although not necessarily benign, inflationary backdrop, even as the full impact of the US trade tariffs has yet to materialise in prices. For investors returns are more likely to come from income carry and specific exposure to inflation risk.
BNY Mellon Global Credit Fund Q4 2025 update
Watch a quarterly Fund update with April LaRusse: Head of Fixed Income Specialists at Insight Investment.
BNY: Monthly Checkpoints February 2026
Checkpoints is a comprehensive monthly chartbook highlighting major top-of-mind themes that could shape financial markets in the near term. In addition to the broader macroeconomic discussion, Checkpoints delivers detailed views on major asset classes, including global equities, fixed income and real assets.
Schroders: Anatomy of an "almost bubble"
Whether AI is a bubble or not, the broader opportunity set means that global equities offer something for everyone.
M&G: Weekly market commentary - available now
The weekly market commentary from the investment experts at M&G Life Investment Office for you to read and theres also a customer-friendly version to share directly with your clients.
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.
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.
Aberdeen: Emerging markets equities: have we seen the top?
EMs rally has raised big questions and the real story sits beneath the headlines.
Aberdeen: The rise of grounded sustainability and why it's here to stay
Can grounded sustainability drive lasting value and practical change?
Quilter: A simpler, steadier, and smoother way of investing
Whether your clients are approaching retirement or already enjoying it, the Quilter Smoothed Funds have been designed to give them a more reliable and reassuring way to invest.
BNY: Reducing volatility with absolute return bond strategies
Absolute return bond strategies aim to deliver steadier outcomes by prioritising capital preservation and actively managing volatility. This approach offers investors a potentially more resilient way to navigate uncertain markets, writes Shaun Casey, senior portfolio manager at Insight Investment.
Aberdeen: GBP Stablecoins: Can digital cash finally go mainstream?
Stablecoins promise faster, cheaper and more transparent payments. But can new regulation help the UK and its financial institutions capture this opportunity?
Schroders: Long-run asset class performance: 30-year return forecasts (2026-55)
We expect lower long-term returns across most asset classes, driven by weaker productivity growth under a higher carbon pricing assumption this year. Equities are still expected to outperform bonds over the next 30 years, although the margin of outperformance has narrowed.
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.
BNY: Bonds Deliver Solutions for 6 Core Challenges
Explore how bonds serve as a critical tool for investors to manage risk, generate income, and maintain portfolio stability amid evolving market conditions.
Quilter: Proven and established expertise
When you choose the Quilter Smoothed Funds, you are investing with Quilter and Standard Life. Both bring proven expertise and a commitment to the financial success of your clients.
Aberdeen: Fixed Income: finding income in the crossover credit 'sweet spot'
Discover why the BBB-BB crossover universe has become one of the most compelling areas of global credit - offering high-yield-like income without venturing into the riskiest parts of the market.
M&G: Our new interactive blending case study
This case study shows how advisers can use the Prudential Retirement Account, PruFund, and Prudential Guaranteed Income Plan to help clients plan and manage their retirement income. It highlights practical strategies for each stage of retirement.
Schroders: Why investors are thinking twice about "passive" investing in global corporate bonds
We explore three advantages of choosing active over passive strategies in global corporate bonds.
BNP Paribas Asset Management: How to invest in tomorrow's four megatrends
Four clearly identifiable trends spanning the globe are shaping tomorrows world and with it, future opportunities for investors. Check out our infographic on these megatrends, the related investment themes and why investors should choose BNP Paribas Asset Management to gain exposure.
BNP Paribas Asset Management: What's the outlook for US high-yield bonds?
Growth forecasts for 2026 are generally being revised up for US companies as the benefits of deregulation and fiscal measures in the One Big Beautiful Bill start coming through, underpinning a still resilient setup for the high-yield fixed income market.
Quilter: A more predictable and reliable income
The Quilter Smoothed Funds in partnership with Standard Life offer a range of flexible and tax-efficient withdrawal options.
Schroders: What will bond markets think of the new Fed chair?
Following Kevin Warsh's nomination as Federal Reserve Chair, we examine the most relevant policy considerations for fixed income investors.
M&G: Smooth market wobbles with Prufund using the Individual Smoothing Account
Clients often accumulate multiple ISAs over time - and that can mean more complexity for them, and more administration for you. The Prudential ISA makes consolidation simpler, See how it works in our short video.
Aberdeen: Equities: How emerging markets help investors escape US AI mania
With US equities 'priced for perfection' and market concentration at historic highs, emerging markets may offer a more balanced path to growth, and a way to reset portfolio risk.
Schroders: Economic and Strategy Viewpoint - Q1 2026
While global growth is holding up better than expected, rate cuts risk reigniting inflation.