Industry news and views from Panacea and our partners.
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BNY Mellon Global Credit Fund Q3 2025 update
Watch a quarterly Fund update with April LaRusse: Head of Fixed Income Specialists at Insight Investment.
M&G: From lost pots to smart advice: Navigating the upcoming pensions dashboard
According to the Pensions Policy Institute its estimated that around £31.1 billion is sitting in lost or unclaimed pension pots across the UK. This figure highlights how fragmented the pensions landscape has become and why the governments Pensions Dashboard Program is being seen as a long-overdue step toward greater transparency and engagement.
Aberdeen: Rolling forward: the case for rail investment in a low-carbon economy
Rail investment is gaining momentum as transport decarbonisation stalls.
M&G: Silence to strategy: The power of advice for family finances
Money is personal. Its emotional. And for many families its hard to talk about. Financial advisers have a unique opportunity, and responsibility, to help families open up, plan ahead, and build financial confidence across generations.
Good news on inflation?
Last weeks Consumer Price Index report, a widely used indicator of inflation in the U.S. economy, showed growth of 3% in September, which was above 2.9% in August but less than expected. Despite the modest increase, various categories have shown signs of stabilization. What does this mean for inflation going forward?
Im Sorry, Budget may not be as bad as we fear
Im Sorry, Prime Minister arrives on the London stage next year, offering I have no doubt a reminder that deliberate government leaks are nothing new. Back in the 1980s, hapless Jim Hacker would say: I occasionally have confidential press briefings, but I have never leaked. Lets just say this government seems to have taken the art of the confidential press briefing to a new level.
BNY: Global fixed income: favourable conditions
Global sovereign bonds with currency-hedged exposure may present an attractive tactical investment opportunity amid ongoing uncertainty, according to the BNY Investment Institute. With interest rate differentials currently favouring the US and developed market (DM) government bond yields elevated, the environment supports a positive outlook for fixed income investors seeking income and risk diversification.
Artemis: Welcome to the fixed income café where lunch can be free
Its an old adage that theres no such thing as a free lunch somewhere down the line theres a payment to be made. Except perhaps in the world of fixed income. The challenge is to spot the fixed income free lunches available for everyone plus those which not just anyone can snaffle unless they are active, nimble and focused investors.
Best Practice for Adviser Support in the MPS Space
In an increasingly crowded MPS market, performance alone isnt enough to stand out. Advisers now look for providers who offer genuine partnership - clear communication, operational ease, regulatory support and evidence-based insight that strengthens client conversations. Sparrows Capital explores what best-in-class adviser support really looks like, and how firms can deliver it consistently.
Breaking Down Advisers AI Adoption Barriers
The investment industry has always been information-intensive, requiring analysts and advisers to process vast amounts of market data, economic indicators, and company reports to keep clients informed. Today, artificial intelligence is revolutionising how we create and deliver this content but only when implemented responsibly.
Breaking Down Advisers AI Adoption Barriers
The financial advisory industry is at an inflection point. Artificial intelligence (AI) has the potential to transform client service, portfolio construction, compliance, and day-to-day operations. Yet despite the promise, adoption among financial advisors remains surprisingly low.
The Art of Decumulation
The spectre of Trump-era tariffs has definitely led to periods of volatility this year. The Trump administration has created an environment which seeks to fundamentally alter the norms of world trade as we have known them for the last 50+ years.
Unlocking opportunities beyond the US
Join Steven Hay of the Baillie Gifford Managed Fund on Tuesday 25 November at 2pm to discover why a geographically balanced asset allocation could be the key in todays environment.
Webinar: Unlock 125+ years of market insights to help guide clients with confidence
Join Sparrows Capital on Wednesday 3rd December for an insights-packed session with Professor Elroy Dimson, finance pioneer, whose research across 125+ years of market data has shaped how investors understand risk, return and long-term market behaviour.
Rathbones Asset Management - In The KNOW blog: From central Europe with Love
Forget Germany, the real European rocket ships are tucked away in the periphery. Head of emerging market equities Tim Love explains why developing nations in south and central Europe have outpaced their advanced neighbours.
Tom Slater: Manager Review
Scottish Mortgage manager Tom Slater reflects on a year of operational progress amid market volatility, explaining why the trust reduced its NVIDIA stake, how resilience has become central to portfolio construction, and where he sees the next generation of transformational companies.
BYDs Right to Win
From battery maker to China's top carmaker, BYD is now expanding globally. With technological leadership, tight cost control and a founder-led vision, the company looks set to reshape the electric vehicle market.
Artemis: Webinar: Multi-asset The importance of keeping it simple
Wednesday 12 November 10am Do income investors really need more than bonds and equities? Register to hear Jack Holmes and Jacob de Tusch-Lec, managers of the Artemis Monthly Distribution Fund, as they explain why simplicity remains powerful in multi-asset income investing.
Aberdeen: World Equity Enhanced Index wins RSMR 'Best New Rating' award
Why did this independent research company honour the fund with an award? Find out here.
Artemis: Word on the street is the UK economys not that bad
If we want to know whats really going on in the UK economy, we dont listen to politicians, economists, think tanks or statisticians. We ask companies.
Schroders: Is the bull market in gold over already?
There has been a sharp downturn in the price of bullion and gold equities. What has caused it, and where does it leave the outlook for gold from here?
AXA IM: CIO Views
Upbeat bond opportunities, European investors optimism and Chinas new five-year plan.
Aberdeen: Climate scenario analysis shows how future climate shifts could affect investment value
Climate change is a financial risk, with extreme weather costing over $2 trillion in the past decade. Our bespoke Climate Scenario Analysis helps investors manage these risks and uncover opportunities by modelling real-world shifts in policy, technology, and company strategies.
Pictet: Small but mighty: can microbes save the planet?
Tiny microbes could help combat climate change, improve crop yields and recycle plastic.
Aberdeen: Emerging Markets Income Equity Fund Video
Tzoulianna Leventi shares her insights from Europes autumn conference season.
Pictet: Investing in private equity a pension funds perspective
Pictets pension fund has been investing in private assets for nearly two decades. Eric Rosset, who is on the fund's investment committee, explains why and how.
M&G Investments: Home away from home? Europe and APAC living sectors appeal amid US uncertainty
Amid economic fluctuations and fraying geopolitical ties, investors are reassessing their reliance on US assets.
M&G Wealth: Bypass Trusts: Reassessing their role in a changing legislative landscape
Before pension freedoms, it wasnt uncommon for death benefits from a pension to be placed into a Bypass trust. In this session, Senior Technical Manager Neil Macleod looks at where we stand now and why the bypass trust still has a place in financial planning.
Aberdeen: Thirsty servers, hungry investors: how sustainable is AI?
As AI reshapes the world, its hidden thirst for water and soaring infrastructure costs raises urgent questions about the sustainability of the digital revolution.
Schroders: How AI is changing search, and what it means for Google, ChatGPT and the open web
The use of generative AI in search is on the rise and has profound implications for search engines like Google, as well as for companies who rely on clicks to make sales.
PIMCO: Charting Market Views on Interest Rates With Richard Clarida
Former Federal Reserve Vice Chair Richard Clarida charts key signals for interest rates and the economy and what they could mean for investors.
AXA IM: US High Yield Outlook
After a volatile spring, the US high yield market enjoyed a summer of relative calm. Spreads have grinded tighter, and companies have taken advantage of declining yields to issue bonds, with a heavy flow of supply being met with equally strong demand.
Aberdeen: Hear the findings of our year 4 report
Electrification is accelerating faster than expected, driven by cheaper tech and supportive policy. Fossil fuel-reliant businesses face long-term decline, while opportunities in climate solutionslike future mineralsare growing. Our framework helps investors navigate the transition and find resilient, forward-looking companies.
M&G Investments: From electrons to photons: The next great compute transition
Computing has evolved through significant shifts in the medium and mechanisms of processing information, leading to transformative impacts on industries and economies. Carl Vine, Co-Head of Asia Pacific Equities, argues that another such change is happening now, with the use of photons.
Schroders: Whats in your wrapper? How access to private markets is evolving for UK investors
As new routes to access private asset classes open through investment platforms, pensions and soon mainstream ISAs, wealth managers and advisers have an opportunity to bring greater diversification to client portfolios.
BNY: Is Big Tech Overvalued?
Its true that the S&P 500 currently exhibits high valuations, with the technology sector alone comprising over 40% of its market capitalization and driving concerns about valuations. Are those high multiples justified?
M&G Investments: Credit spreads: Is there something you're not telling me?
In a market facing elevated government debt levels, questions around central bank independence, as well as both macro and micro economic risks, Harriet Habergham unpicks how bond investors can navigate this environment.
Pictet: Barometer: Rally appears set to continue into year end
We retain our overweight stance on equities as corporate earnings and economic conditions suggest the rally will extend into year end.
AXA IM: Code, build and repeat
Stock market returns of more than 20% are common around the world this year. In the US, the S&P 500 remains on track to make it a third consecutive year of returns above 20%, with potentially more than $10trn added to its market capitalisation. Thats a lot of new wealth, on paper.
BNY: 4 reasons to get active in credit markets
As part of a new report Global Credit: Uncovering opportunity and capturing value, Insight Investment outlines why the time is now to harness value opportunities in credit markets.