Industry news and views from Panacea and our partners.

Investment Commentary_

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Artemis: What are the key watchpoints for investors across global equities?


Alex Stani? and Natasha Ebtehadj from the Artemis global equity team tell us what's sparking their interest across global equity markets. Video length: 2 min 28 secs

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Artemis: Why is a polarised US market an opportunity for investors?


US equity fund manager Adrian Brass explains why the current US market is a particularly rich hunting ground for his long/short investment strategy.

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Artemis: What is different about the UK market this time?


Ed Legget, Manager of the Artemis UK Select Fund, explains why he believes things are aligning for a UK equity comeback.

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Artemis: What is the ‘catch-up opportunity’ for emerging market investors?


Emerging markets funds manager Raheel Altaf explains why a ‘catch-up opportunity’ is creating a good entry point for investors in emerging markets.

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Artemis: What has caused the market dislocation around leading consumer brands?


Swetha Ramachandran, manager of the Artemis Funds (Lux) – Leading Consumer Brands fund, explains what has caused the recent market dislocation in the asset class. Video length: 1min 15 secs

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Artemis Why should investors be excited by European equities?


Philip Wolstencroft, manager of the Artemis SmartGARP European Equity Fund, explains why he is excited about market dynamics in Europe.

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Artemis: What are investors missing about the UK market?


Andy Marsh, Nick Shenton and Adrian Frost of the Artemis Income Fund explain what they think investors are missing about the opportunity in UK equities.

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Columbia Threadneedle Investments: Mag 7 – #Supersize Me


Over consumption of the ‘Magnificent 7’ companies is distorting stock valuations and driving extreme concentration in index returns. Does this pose risks?

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AXA IM: A Conversation about the Conversation


Many members of the ECB Governing Council have already taken to the wires to opine on cutting rate, so it is unlikely in AXA Investmenet Managers view that Christine Lagarde will deny this week that the conversation has started internally.

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Pictet: Barometer: Tech's profit growth should continue to propel stocks


Robust earnings from the IT sector suggest tech stocks should add to their gains. Japanese equities are also set to extend their rally.

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Quilter Cheviot: Fund Buyer - Active ETFs: the next big thing?


On today’s fund buyer I discuss a major trend in the US asset management industry that has gone somewhat unnoticed in Europe, the rise of active ETFs.

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Orbis: Inflection Points—Where are we now?


"The economic extremes we have reached cannot be sustained, which is why we are seeing multiple inflection points across the economic landscape," says Orbis Investments' Alec Cutler.

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Invesco UK Opportunities Fund (UK): Q4 2023 Manger review and outlook


Martin shares his thoughts on the challenges of the last quarter and his outlook for UK Equities.

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Artemis: Why 2024 could finally be the UK’s year


The UK has been out of favour among international investors ever since 2016’s referendum on membership of the EU. But Artemis’ fund managers think this could be the year that all changes.

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Artemis: Should investors welcome share buybacks?


Mark Niznik, manager of the Artemis UK Smaller Companies Fund, says that no one knows a business as well as the person running it, so it can be taken as a vote of confidence if they buy back its shares.

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Artemis: How India went from sleeping giant to superpower in 10 years


Natasha Ebtehadj, global equities fund manager, says that by investing billions of dollars in infrastructure, digitalising its finance system and reducing bureaucracy, India has overtaken China as investors’ favourite emerging market. But with valuations looking stretched, what is the best way to approach it?

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Artemis: The companies using Hadrian’s Wall as a barrier to entry


Swetha Ramachandran of the Artemis Funds (Lux) – Leading Consumer Brands Fund says onerous rules around which whisky is allowed to call itself ‘Scotch’ ensure established producers won’t be undercut by competitors who scrimp on costs or shift production to regions where labour is cheap.

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Scottish Mortgage - your questions answered


Join Scottish Mortgage manager Tom Slater and deputy manager Lawrence Burns for a live webinar on Tuesday 26th March, where they will answer the top questions on shareholders’ minds.

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Rathbones Asset Management - In The KNOW blog: Building the UK’s future?


A home of one’s own seems like just a dream for an increasing number of property-obsessed Brits. Rathbone Income Fund co-manager Alan Dobbie considers whether a growing political consensus could help increase the supply of homes, bringing this dream to fruition for many – and more sustainable returns for homebuilders.

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In December, we wrote about What could go right in 2024? and highlighted 2024’s busy election calendar. Elections made the list because governments may be more inclined to reduce taxes and spend more, in an effort to win over voters.

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Invesco: 10 investment takeaways from our global equities outlook webinar


In our equities outlook webinar, experts from Invesco's equities teams' facilitated a wide-ranging discussion about their investment outlook as well as their investment process.

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Invesco: Could the 2024 US presidential election affect market performance?


The 2024 US presidential election is coming. History suggests that investors likely don’t need to worry about what the results mean for the economy and markets. If you’re a professional investor, find out from our global market strategist, Brian Levitt, why markets don’t care about elections.

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Join LV= for Smoothing 101


‘How LV’s smoothed funds operate, and how to make them work for your clients’. Our research shows that 55% of UK adults describe themselves as ‘more concerned about the possible losses than gains’ when faced with a financial decision. So, what can advisers do to consider the impact of loss aversion and support their clients to make financial decisions that are right for them?

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Artemis: Why small-cap growth stocks remind me of the 27 Club


Living fast and dying young may help rock stars achieve legendary status, but these traits are much less appealing when exhibited by potential investments, according to Mark Niznik of the Artemis UK Smaller Companies Fund.

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Artemis Global Emerging Markets Webinar


Thursday 25 April, 10:00am Raheel Atlaf, manager of the Artemis SmartGARP Global Emerging Markets Equity Fund, will discuss how he is finding investment opportunities in companies as strong as those in developed markets, in sectors that have not traditionally been associated with the asset class.

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Rathbones Asset Management - In The KNOW blog: The demographic challenge


The UK is ageing steadily as the large Baby Boomer generation arcs towards retirement and birth rates among younger people continue to fall. Rathbone Income Fund co-manager Carl Stick argues these shifts are already exerting immense pressure on so many aspects of life and the economy: pensions, taxation, vital services like healthcare, the jobs market, you name it…

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M&G Wealth: Weekly market commentary – available now


The weekly market commentary from the investment experts at M&G Treasury & Investment office is now available for you to read and there’s also a customer-friendly version to share directly with your clients.

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Orbis: The power of dividends


A business is worth the cash an owner can get from it, and there are two ways to get that cash: through the mail or through a sale. Collect a dividend payment, or sell the ownership or assets of the company.

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Invesco: Why invest in the emerging markets without China?


Emerging markets ex China are offering investors substantial opportunities, helping them diversify portfolios and reduce country concentration risk.

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Quilter Cheviot: Taking Stock - After The Bell: Blind Date for Stocks


We discuss the current earnings season and look under the bonnet of a few of the stocks in their sectors.

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Columbia Threadneedle Investments: Multi-Manager - will interest rates ever slow economies down?


The rugby last weekend was arguably more exciting than markets this week, with most days very quiet for news flow, and the major highlight being the US Core PCE numbers, which is the Federal Reserve’s preferred measure of inflation.

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PIMCO: Back to the Future: Term Premium Poised to Rise Again, With Widespread Asset Price Implications


This PIMCO Perspectives assesses how the term premium’s 40-year downturn could start to reverse.

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Pictet: Buildings that contribute to a more sustainable and regenerative future


The global construction industry is on the hunt for innovative solutions to reduce its large environmental footprint.

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Quilter Cheviot: Taking Stock - Can US stocks continue to outperform?


The US stock market has strongly outperformed peers since the global financial crisis.

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M&G Wealth: Weekly market commentary – available now


The weekly market commentary from the investment experts at M&G Treasury & Investment office is now available for you to read and there’s also a customer-friendly version to share directly with your clients.

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PIMCO: Bonds Look Attractive Compared With Cash, Equities


With equity valuations stretched and cash yields fleeting, bonds look attractive by many measures.

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Pictet: Down but not out: why Chinese stocks should retain their place in global portfolios


China’s economy and equity markets haven’t had an easy ride. But we believe there are still plenty of attractive investment opportunities – if you know where to look.

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AXA IM: Take Two: Eurozone inflation falls by less than expected; global stocks hit fresh highs


Eurozone annual inflation fell by less than expected in February, to 2.6% from 2.8% in January, according to an official flash estimate.

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Orbis: Inflection Points - Why are they so vital to investing?


For the past 40 years, we have enjoyed an environment of low inflation, low wages, limited defence spending, cheap manufacturing, and unparalleled central bank liquidity. What a cocktail! But the party’s coming to an end argues Alec Cutler, Manager of the Global Balanced Fund.

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Columbia Threadneedle Investments: Low inflation to create unusual dilemma for the Bank of England


In an election year, pressure for a cut in rates will only grow as inflation eases. What is the BoE to do?

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