Industry news and views from Panacea and our partners.
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Aberdeen: US small caps primed to lead in 2026
Is 2026 shaping up as the year US small caps reclaim market leadership convincingly?
BNY: Capex as a catalyst
Improved business confidence and recent tax legislation are compelling corporations to reinvest their cash flows in their businesses. We believe this is a positive signal for economic growth.
Aberdeen: Macro: 8 issues that will define the investment landscape in 2026
A strengthening US economy, shifting geopolitical currents and diverging monetary policy moves characterise the outlook. Understanding these forces will be critical for investors navigating a more fractured, fast-moving world.
Schroders Equity Lens February 2026: your go-to guide to global equity markets
Schroders review Magnificent-7 spending, AI investment impacts on cash flow and ROI, EMs strong start to 2026, US equity trends, and value equities correlation with AI stocks.
BNY: Building resilience in multi-asset portfolios
Diversification, disciplined risk management and a forward-looking approach to selecting investments is necessary for multi-asset portfolios in 2026, says BNY Investments Newton FutureLegacy portfolio manager, Bhavin Shah.
Aberdeen: The Investment Outlook Introduction: February 2026
Geopolitical tension, AI disruption and the arrival of a new Fed chair. What could shape markets next?
Quilter: Simple and transparent smoothing
The Quilter Smoothed Funds in partnership with Standard Life have been designed with simplicity and transparency in mind, to help you and your clients easily understand how their pension savings are managed.
Schroders: Monthly markets review - January 2026
A look back at markets in January when emerging market shares and commodities performed strongly.
M&G: PruFund update, market insights, performance drivers and more...
26 February | Sign up now for an insight-rich session with our investment specialists, designed to equip you with practical, actionable takeaways making it easier to translate market movements and product updates into meaningful client discussions.
Aberdeens House view: Staying invested, being diversified
A resilient global cycle continues to support calculated risk taking. Global growth remains solid, inflation is easing and policy is gradually loosening all supportive for asset markets, despite the risks.
Artemis: Fund in 5ive: Artemis Monthly Distribution Fund
In this Fund in 5ive, co-manager Jack Holmes and investment director Josh Passmore discuss how the fund achieves true diversification by looking beyond the usual suspects to have beaten its peer group over all time frames.
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.
BNY: Vantage Point: Rates, Rules and Reality Q1 2026
Vantage Point: Rates, Rules and Reality Q1 2026 "Welcome to another edition of Vantage Point, the quarterly economic and markets outlook from the BNY Investment Institute"
Schroders: Our multi-asset investment views - January 2026
We have downgraded our view on commodities to neutral but continue to like gold as a diversifier.
Baillie Gifford: Fragmenting systems, cultural change
Baillie Gifford investment manager, Dave Bujnowski, on how US culture is becoming chaotic, wreaking havoc for many but creating opportunities for certain types of businesses.
Baillie Gifford: The world is about to get 'weird'
Baillie Gifford's Tom Slater, head of US equities, on why avoiding US growth stocks is perilous: AI infrastructure investment, asymmetric returns, and the paradigm shift explained.
Baillie Gifford: Yarak - culture in the age of AI
Baillie Gifford's Kirsty Gibson, investment manager, explains what happens to great company cultures in the age of AI? Does it become irrelevant - a luxury in a world of automated execution? Read Kirsty's thoughts
BNY: Vantage Point: Rates, Rules and Reality Q1 2026
Welcome to another edition of Vantage Point, the quarterly economic and markets outlook from the BNY Investment Institute.
Scottish Mortgage Q4 2025 Data Pack
Access the latest quarterly analysis on the portfolio, including updates on everything from private companies to the latest transactions.
Scottish Mortgage Investor Webinar: Your Questions Answered
Tom Slater and Lawrence Burns invite you to join them for the Scottish Mortgage Investor Webinar on Wednesday 4 March 2026, from 11.0011.45am. This is your chance to get answers directly from the managers, who will spend the session responding to your questions.
Wealthtime: Tax Year End Hub
This hub brings together everything you need to navigate tax year end with ease from deadlines, FAQs and process guides, to insights, analysis and more. Think of it as your one-stop dashboard for a smooth journey to 5 April.
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 Aberdeen approach the science behind smarter portfolios.
AXA IM: Politics, currencies and relative value
The US dollar is lower against most currencies so far this year. Some extreme commentary has dubbed it the debasement trade. Others say it is sell America.
AXA IM: In focus: Active and ESG ETF rebound towards year end
Daniel Dornel, Head of ETF Research, and Chief Market Strategist Daniel Morris discuss the latest trends in investing using exchange-traded funds (ETFs). They focus on the record flows into active EFTs and the growing number of product launches.
Aberdeen: Private markets outlook 2026: navigating opportunities through structural change
See how private markets are evolving to offer resilience and growth in 2026.
Artemis: The AI conundrum that every investor needs to know about
DeepSeek seems like a long time ago now. It has only been a year since the introduction of Chinas AI champion was being talked about as a potential Sputnik Moment when the US feared it had lost its technological edge to a communist state.
Pictet: Where AI will really be felt
Pictet Asset Management thematic advisory board member Carl Frey looks to the past to understand how AI is likely to transform the global economy.
AXA IM: Electrification and AI turbocharge clean energy outlook
Clean energy started 2026 strongly as the investment theme rides the bullish sentiment around power demand, expanding electrification and the build-out of the digital ecosystem.
Artemis: Why I used to tell people not to buy my asset class
In the world of journalism, man bites dog is supposed to be the ideal headline the more unusual the event, the more newsworthy it is.
Pictet: Barometer: EM stocks set to remain at top of leaderboard
Looser monetary and fiscal policy should help equity markets build on their gains and we expect emerging market stocks to pull away from the rest over the near term.
Schroders: How Gen Z is rewriting the rules of consumer engagement
Gen Zs digital-first approach to consumption rewards the most agile brands and poses challenges to established business models. Global equity investors need to be alert to the market mispricing that may ensue.
Aberdeen: Why physical climate risk demands investor attention
Physical climate risk is no longer a niche concern its a core investment issue. Find out why.
Artemis: The area of the bond market thats the opposite of Ryanair
When Ryanair started selling tickets for as little as £1 back in 2009, many people couldnt work out how the airline could afford to fly people to Europe for less than the price of a cup of tea.
Navigating 2026: Equity Market Outlook Amid Tech Concentration and Growth Opportunities
How can investors manage AI and tech concentration risk? Sign up for Aberdeens live Macro Outlook 2026 webinar. Tuesday 10 February 2026 at 9am.
Aberdeen: UK small caps: our festive stocking fillers
The companies Aberdeen think could be the real gifts under the tree.
Schroders: Global developments in sustainability policy and regulation Q4 2025
We highlight the latest sustainability policy milestones that are shaping the investment industry.
Schroders: Is everything becoming AI - and how can you respond without selling equities?
Value equities can play an important diversifying role, but only if done properly. Passive approaches will fail to deliver.
M&G: MPS - Client quarterly investment update
Your latest Client Quarterly Investment Update is now available, offering a clear view of recent market activity and what it could mean for your clients. You can download a copy below.
AXA IM: Investing in Europe's defence: Why an ETF could make sense
Europe has accelerated defence spending in response to geopolitical uncertainty. This is creating opportunities for investors across the defence sector and industries such as next-generation technology.