Industry news and views from Panacea and our partners.
Investments_
The Hunters' Tails
Importunate interests ... "The axe falls ..." Clippers click, more like; and think of fingers, not toes. But every dog has his day, and hyperbole's has come. Perspective's has gone. The "worst" spending cuts in a generation? What about the "best (relatively)"? Even the usually measured FT reckons that the UK is going "... into the unknown."
Investing in fixed income if quantitative easing resumes
Many investors, including myself, are now happy to take on some additional risk, investing in higher yielding corporate bonds lower down the rating scale.
Fund of the month: Schroder UK Alpha Plus Fund
Richard Buxton is Head of UK Equities at Schroders and manages the Schroder UK Alpha Plus Fund. This high conviction, index-unaware fund has delivered 1st quartile performance over 1, 2, 3, 4, 5, 6, 7 years and since launch*.
M&G - Property: the latest from Fiona Rowley
Fiona Rowley, manager of the M&G Property Portfolio gives an update on the fund, looking at market conditions, the underlying property fundamentals and how she has positioned the fund accordingly.
Invesco: Brexit? Why we see opportunity in UK smaller companies
Find out more how UK smaller companies have an excellent long-term track record in this environment of political uncertainty that Brexit has driven. Portfolio managers, Jonathon Brown and Robin West discuss how UK smaller companies have outperformed their large-cap counterparts, numerous international rivals and non-equity investments over the past decade.
Aviva Investors: Investors should confront the dark side of tech
Technology firms are often favoured by ESG funds because of their ostensibly clean, asset-light business models. But investors need to look deeper and challenge unethical and unsustainable practices across the industry, argue Louise Piffaut and Charles Devereux.
Is Now the Time to Redeploy Cash?
Historical performance of federal funds interest rate cycle peaks could help investors decide when to reinvest cash.
SRI Services: SDR update
As we welcome the sun putting in an appearance at long last, and before everyone heads off on their holidays, Id like to share a few thoughts on how SDR is going, what you might expect and how to get involved.