Industry news and views from Panacea and our partners.

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Baillie Gifford: Lessons in investing – what can others teach us?


Deputy manager of Scottish Mortgage Lawrence Burns shares the views of brilliant minds outside the industry that will reshape your view of what equity investing is all about. Capital at risk.

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Rathbones: Investment Insights Q1 2021


Financial markets have been on a rollercoaster over the past year. There was a sharp drop in March as countries locked down and then a swift upswing followed, led by technology shares. Even unloved companies, particularly banks and energy firms, have rebounded lately, thanks to good news about vaccines.

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Prudential New Bond Gain Tool


Prudential’s new Bond Gain Tool launched recently and it kind of does what it says on the tin. You put in details of the bond history and then it lets you model different withdrawal options based on the amount of money to be realised.

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It’s Time to Look East


First to emerge from the coronavirus pandemic, the Asia ex Japan region is in robust health and its innovative companies are thriving. Roderick Snell surveys the Asian landscape and argues that the region is the best place to look for long-term growth.

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HealthWise – helping me to live with diabetes


With more than five million people expected to be diagnosed with diabetes in the UK by 2025 it is a very real health issue facing your clients and their families.

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AXA IM: Understanding investment strategies – Active Management


An opportunity to earn structured-CPD points by completing our short online modules via The Academy. One of the courses we offer focuses on advantages and disadvantages of active investing. Register today to get started, and remember when you complete each module you will receive a certificate and the time spent will contribute towards your annual 21 hours of structured CPD requirement.

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Will supply chains change for good?


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HealthWise – helping to ease the burden on the NHS


With pressures on the NHS increasing, now is as good a time as any to remind your clients of the added extras included within their insurance policies.

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Celebrating two years of infrastructure investing


The M&G Global Listed Infrastructure Fund has recently celebrated its two year anniversary. The fund, which is managed by Alex Araujo, launched in October 2017 to give investors access to the compelling investment characteristics of long-life infrastructure assets.

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M&G: Opportunities in infrastructure investing


At M&G we look beyond the large assets that have obvious physical footprints, to the hidden infrastructure facilitating our increasingly digital world. In this short video fund manager, Alex Araujo, looks at the opportunities that evolving infrastructure provides investors, as well as M&G’s approach to investing in this asset class.

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The importance of infrastructure


Infrastructure holds an important place in the fabric of modern society, serving as the backbone of the world economy. Yet not enough is being invested in the assets that provide society's essential services. With government finances under pressure and limited expertise in the public sector, the private sector will play a significant role in the restoration and upgrade of our critical infrastructure.

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How to deal with an erratic business partner


Say you own a small stake in a company. Every day, one of your partners tells you what he thinks the business is worth, and he offers to buy your stake or sell you another on that basis. Sometimes his idea of value seems justified by the company’s prospects. But other times, his excitement or fears run away with him, and the value he suggests seems little short of silly.

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Active management and the predictability of markets #1: Eugene Fama


According to Moody’s, total assets in passive funds in the US will overtake those in actively managed funds in 2021. In light of this significant moment being almost upon us, I thought it would be interesting to write about the predictability of financial markets - the basis of active management - and some of the key protagonists.

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The hunt for Europe’s tenbaggers


How do you find Europe's ‘tenbaggers’, the stocks which have the potential to increase ten-fold? Baillie Gifford Investment Manager Stephen Paice takes a look to see what observations can be made about the big winners in order to increase the potential of identifying future ones. Capital at risk.

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Rathbones Investment Insights Q3 2019


While the Brexit deadline draws closer, the route to a deal between the UK and the European Union (EU) shows no signs of materialising.

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Legg Mason: Markets Now: Review and Update


Our proprietary leading economic indicator moved into negative territory in May, reflecting weakness in global trade data, manufacturing data and initial claims data.

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Royal London: Everyone’s different


At Royal London, we understand everyone’s unique. That’s why our protection proposition isn’t ‘one size fits all’

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Talking with David Cumming


Talking equities, markets and playing the piano with David Cumming, Chief Investment Officer, Aviva Investors and Richard Romer-Lee, Square Mile.

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2020 Conundrum. Trust registration


Proposed new government rules threaten last nail in coffin for life policy trusts The onerous registration rules would take dealing with trusts from complex to almost impossible, writes Ruth Gilbert

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Footansty: Restrictive covenants: protections and pitfalls seminar


We are delighted to invite you to attend our seminar – "Restrictive Covenants: Protections and Pitfalls.

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Continuing to help support you in 2019


Our Adviser Support Programme aims to give you the best in technical and business development support, so you can continue to give your clients the benefit of your professional expertise.

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Scottish Mortgage: Resolute Investors


In this in-depth two-part video interview, join Scottish Mortgage managers James Anderson and Tom Slater as they discuss what they’ve learned from investing and look at the companies in the portfolio at the forefront of profound change in their industries. Capital is at risk.

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The Brexit unknown: views from Schroders experts


British politics has faced a turbulent week: three nights of Brexit votes, a Spring Statement and a downgrade to economic growth.

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Royal London: How sustainable income levels can protect portfolio strength


Taking a sustainable level of income is important in helping drawdown customers maintain a resilient portfolio during periods of investment volatility.

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Aviva Investors: Future of the euro zone: an interview with Ashoka Mody


The received wisdom on the euro zone is that it needs to become more tightly integrated to survive. To ensure the resilience of the monetary union, fiscal transfers to peripheral economies and risk-sharing via the mutual issuance of Eurobonds are necessary and perhaps inevitable. Princeton economist Ashoka Mody takes a different view.

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Brexit: Deal or No Deal? Or Something in Between?


A wide spectrum of potential Brexit scenarios still remains. On balance, our base case is for Parliament ultimately to support a “Plan B” deal. Under this outcome or an “extend” scenario, the probabilities now tilt toward a softer or later Brexit; the odds of a “no-deal” Brexit have fallen.

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Are you investing for impact?


Investing to help improve society and the environment does not mean giving up economic returns. The M&G Positive Impact Fund, launched in November 2018, aims to invest in companies that address the world’s major social and environmental challenges, while generating long-term wealth for its customers.

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Busting the millennial myth


New research challenges the widely held view that millennials are genuinely different from previous generations

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Diversification delivers


Royal London’s Governed Portfolios have reached their ten-year milestone. Lorna Blyth, Head of Investment Solutions, reflects on how diversification can deliver.

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Tax year end planning support hub


With another tax year end on the horizon, Prudential have packaged up the support you need in one place in their new and improved hub. You’ll find a range of handy tools, tips and technical insight, including the most common tax year end questions their technical experts answer at this time of year.

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Aviva Investors: Equities outlook: four predictions for 2019


How will equities perform in a challenging environment marked by political tensions and rising interest rates? Here are our forecasts for the next 12 months.

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Exclusive, Panacea brings to you a unique Secure Email by Mailock from Beyond Encryption


Secure Communications. Your Customers Expect It. Your Regulator Demands It. Your Reputation Depends On It. Email is the most popular form of electronic communication, but it is not secure. Sending sensitive personal data by normal email leaves you susceptible to cyber-crime and in turn may contravene legislation.

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I’m not impaired, I’m quirky!


Kathryn talks about hypermobility syndrome & fairer practices for people with health conditions. “In the distance I hear a ringing. As I start to wake, I feel like someone has ripped my spine out and played it like a xylophone all night…” These are the opening lines of something that I wrote at school, when I was 14. I have hypermobility syndrome and at that time, it was really really bad. To look at me now, you would have no idea that there is anything “wrong” with me, but I have a number of invisible illnesses.

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BlackRock’s Global Investment Outlook Q4 2018


BlackRock Investment Institute see the steady global expansion rolling on, underpinned by above-trend US growth. Yet the range of potential economic outcomes is widening. Gradual increases in US rates are tightening financial conditions globally, and have contributed to bouts of volatility and sharply depreciating emerging market (EM) currencies. Also in the Outlook, BlackRock take a deep dive into the prospects for EMs after an unexpectedly drawn-out selloff.

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Have you registered for M&G’s Meet the Managers Roadshow?


Don’t miss your chance to register for the M&G Meet the Managers 2018 Roadshow, a series of seminars specifically designed for our UK clients. Join M&G’s top fund managers as they discuss the economic backdrop and markets, and where they see challenges and opportunities for investors today.

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Legg Mason: Why it pays to clip coupons


A rising rate environment means the majority of fixed income investors’ return in 2018 is likely to come from carry or yield and not from price appreciation. Brandywine Global's Brian Kloss sees careful selection of higher yielding securities as the key for returns and protecting valuations.

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Aviva Investors: Income to drive real estate returns as yield cycle nears end


The prospect of robust global economic growth in the coming years should prove positive for occupier demand, but could present fresh challenges to real estate investors as interest rates rise around the globe

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The butterfly effect in global markets


In today’s connected world, portfolios need to be constructed so they can respond quickly to changing conditions and market opportunities.

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Aviva Investor: Canadian infrastructure: brave new world?


Investors have high hopes for Canada’s PPP infrastructure market, but can it deliver the opportunities investors crave?

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Prudential: Why OEICs are great… and other matters


OEICs are great, they can be practically tax free for some, generating a natural income where it’s required. That could be interest or dividends or both. Withdrawals over the natural income may be taken tax efficient too. You can even cash them in tax free.

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