Industry news and views from Panacea and our partners.
Partner Webcasts_
Is 2024 going to be a Goldilocks scenario for US HY? (45 minutes CPD)
After a strong 2023, the consensus seems to expect the US economy to cool but avoid significant decline. This may present a potential goldilocks scenario for high yield where the higher quality portion of the market could benefit from the stabilization and decline in interest rates, while the lower quality portion of the market could benefit from a stable economy and a slowdown in rising interest expense.
How to build decumulation strategies around your clients
In this webinar LV= explore why we've seen a resurgence in annuities, what clients are now looking for in retirement, delve into the behavioural science behind investing, and bring to life their blended solution (which combines a fixed term annuity with smoothed investment) through client case studies.
Next Generation Financial Planning Software
Join us for a live webinar on 22 February at 10.30 where youll learn about Conquest Planning's game-changing software and see the tool in action. Gabby Rondel, Fidelity's Conquest Business Development Manager will demonstrate how the software works and the benefits to you and your business, as well as how this enables better client outcomes.
The 7 steps to achieving good tax outcomes (90 mins CPD)
Thursday 15 February, 10am - 11:30am. Arriving at the income tax liability for a UK individual involves working through a 7-step calculation. An understanding of these steps is crucial in forming a strong foundation when planning in many areas from pension tax relief to the tapered annual allowance, the taxation of investments, tax charges and much more.
LV= 2024 market outlook how geopolitical instability is impacting our investment decisions
Geopolitical volatility is dominating the global outlook as we enter another year.
Rathbone Multi-Asset investment update invite
Register to join Will McIntosh-Whyte, fund manager of the Rathbone Multi-Asset Portfolios in the upcoming webinar on 10 May 2023 at 10.00am. Will will give an update on the funds, discuss if this is the most anticipated recession in history and if US legislation designed to improve competitiveness and drive innovation is setting the stage for a manufacturing boom.
Quilter Cheviot webinar - Recession or rethink?
What the fundamentals tell us about economic prospects in 2023. For this webinar on 2nd March, we have identified three key sectors that are especially sensitive to recessions: property, financials and consumer discretionary.
Fidelity Adviser Solutions: Webinar replay: Planning considerations at tax year end
Catch up on Fidelity Adviser Solutions recent webinar where Paul Richards and Paul Squirrell discussed the use of all the various allowances and any limits and calculations required, capital gains management in light of the Autumn Statement and cash and investment phasing options.
Pictet-ReGeneration Launch Webcast
Biodiversity is in rapid decline1, largely caused by over-consumption of the world's natural resources. We believe investors have a role to play in creating the conditions for nature to regenerate itself by moving to a regenerative economy.
Register for the Baillie Gifford Asia ex Japan Webinar
Join to hear our latest views on investing in the Asia ex Japan region. We will structure this session as a tour of the key countries, covering our thoughts on China, India, Indonesia, Vietnam and others.
M&G: Are we there yet? Episode 5 - Emerging market debt is going green
The fifth episode of Are we there yet? explains why ESG is more than just an equity play When it comes to sustainable investing, EM debt has been living in the shadow of the all-engulfing allure of equities until now. According to M&Gs sustainable emerging market debt manager Charles de Quinsonas, the time is ripe for a change.
Register for the Baillie Gifford Managed Fund Webinar
Patient investing in an impatient world: Tuesday 22 November at 11am
Baillie Gifford Positive Change Fund Strategy Update Webinar
Please join us at our upcoming Positive Change Fund strategy update webinar on 3 November at 3pm.
Orbis PM Talk
The current market environment presents many challenges, but it also offers unique opportunities for investors willing to think and act differently.
The webinars you want to see
As you may be aware, we have been running our BrightTALK webinar programme for a number of years. Each year we get more and more of a following which has been especially important over the last couple of years whilst live events havent been possible. Our aim is always to either make our webinars ThoughtLeadership-based sessions or those that you can take away knowledge to improve your business. We are asking for your thoughts - just a couple of minutes of your time - to let us know what future subject matters would be of real interest to you so we can continue delivery of a useful, timely and successful programme of events.
Vanguard: Making sense of ESG: How to help clients balance personal values and financial goals
As assets in sustainable funds continue to grow, environmental, social and governance (ESG) investing is becoming a core part of client conversations. Hear from our ESG experts as they discuss the latest trends in the market, how to frame the ESG discussion and how different ESG strategies can help to address clients preferences.
Vanguard SustainableLife: Helping advisers rise to the sustainability challenge
It can be a challenge to build sustainability into a clients portfolio whilst also maintaining balance and achieving low cost. Watch this webinar on demand to learn why Vanguard works with Wellington, a leader in sustainable investing, and who we have worked with since 1975, to deliver the Vanguard SustainableLife fund range.
Vanguard quarterly investment outlook
In our latest quarterly investment outlook webinar, Vanguards economic experts discuss our latest economic and market expectations based on the most recent macro data, including our observations regarding the consequences of the conflict in Ukraine, as well as our updated outlook for inflation and Covid-19 trends.
Vanguard: Understanding stewardship: how Vanguard engages with companies on behalf of investors
Our regular series of live adviser webinars feature a panel of experts covering a range of economic, investment and practice management topics. Each webinar provides 30 minutes of structured CPD and includes time for Q&A.
LV=: Limiting risk for your low composure investment clients
Watch this recent webinar from LV= and Oxford Risk, featuring behavioural finance expert Dr Greg Davies. During the webinar they explore how the need for emotional comfort drives investor behaviour, Anxiety Adjusted Returns and investor composure, and the psychological benefits of prioritising a smoother journey over seeking maximum risk-adjusted returns.
Jupiter Merlin webcast: New year, old problems
As policymakers continue to struggle with Omicron and monetary policy conundrums, investors must delicately balance their asset allocation.
ProFundCom Webinar: 5-Step Guide to Creating & Distributing Great Fund Marketing Content
In todays competitive environment, high-quality content is more important than ever to ensure you increase market penetration and share of voice.
Baillie Gifford Multi Asset Investment Update Webinar
Please join us at our Multi Asset Investment Update on Wednesday 19 January at 10:00am.
Baillie Gifford: Actual Income: We need to talk about inflation
When discussing investing, it's hard not to hear concerns surrounding inflation.
PruFund Planet - Fund spotlight (60 minutes)
In this session, we brought our PruFund Planet strategy to life by explaining how Planet invests, outlining the multi-asset building blocks.
Jupiter: Webcast - Taking Stock of UK Small Caps
Dan Nickols, Co-Head of Strategy, UK Small & Mid Cap, provides a Q3 recap as well as an outlook for investing in smaller company equities and the UK market. Dan touches on market valuations, inflation and supply disruptions, growth and value oscillations and portfolio changes and performance in the UK Smaller Companies Fund that he manages. The call is hosted by Jupiters David Harris.
FundsNetwork: Will ESG be the new normal after COP26?
Paul Richards, Head of Fidelity FundsNetwork Distribution, brought two industry leading experts in investment together ahead of the COP26. They explored the likely impact the conference would have on the investment industry and what advisers need to do next.
Brilliant Solutions: Holiday Let & Self Build Webinar
Have a look at our wide range of webinars including the forthcoming live Holiday Let and Self Build webinar at our events page.
Royal London: Why you should be fussed about trusts
Putting a protection plan in trust could be beneficial for both you and your client
Taking care of business - helping you to engage with your business protection clients (65 minutes)
In this webinar, our Corporate and Estate Planning Specialists, Adrian Bates and David Dawson will show how to demonstrate the people risk to and engage effectively with business owners on the subject of business protection.
Orbis: The case for the not so boring middle
The past few quarters have seen a shift in market leadership, with technology stocks giving up ground to other, more cyclical sectors, prompting many to ask: was that it? Was that the turn we have been waiting for? And, if so, is there any further to run?
Jupiter: The next catalysts for gold and silver
What do the Feds messaging and the inflation debate mean for gold and silver, and where might the next catalysts for monetary metals come from? Listen as Ned Naylor-Leyland, Head of Strategy, Gold & Silver, discusses these and other topics on his webcast.
Square Mile Research: Talking with Saker Nusseibeh
We have made great strides in responsible investing, thinking about longer time horizons". Square Mile's CEO Richard Romer-Lee is joined by Saker Nusseibeh, CEO of Hermes Fund Managers as they discuss everything from stewardship to electric guitars.
Prudential: 2021 Strategic Asset Allocation overview for the PruFund range of funds
Monday 28 June at 2pm The Covid-19 global pandemic has continued to impact assets over the first half of the year.
Canada Life: Pensions Policy: What is happening?
Andrew Tully discusses the changes arising from the Pension Schemes Act 2021 and the main areas of FCA focus.
Canada Life: Understanding pension benefit crystallisation events
Understand the benefit crystallisation events, the lifetime allowance and potential tax charges.
Aviva Investors: The Great Wealth Transfer Dont miss out
Did you know that 1 in 5 people aged 65+ in the UK are millionaires? The baby boomer generation are the wealthiest generation in history and their transfer of wealth to the NextGen will need to be carefully managed by folks like you and us in financial services.
Baillie Gifford: Embracing the Extraordinary: In conversation with the Scottish Mortgage managers
Join investment specialist Claire Shaw as she speaks to James Anderson, Tom Slater, and Lawrence Burns in the first-ever investor event with all three Scottish Mortgage managers.
Allianz Global Investors: A bond fund that behaves like a bond fund webcast (60 minutes)
On 21 June 2016 we launched the Allianz Strategic Bond Fund (UK OEIC), with the aim to provide a genuine one-stop shop for investors fixed income allocation and to serve the traditional role of fixed income to act as a portfolio diversifier, either in a multi-asset portfolio or in a credit-heavy fixed income portfolio.