Industry news and views from Panacea and our partners.
Schroders
Schroders: CIO Lens Q3 2026: Concentration, credibility and the importance of understanding risk
In this quarter's CIO Lens, our investment experts highlight why resilience and genuine diversification matter as market concentration builds around AI, even with Middle East tensions easing.
Schroders Equity Lens July 2026: your go-to guide to global equity markets
A market rotation, and how to respond to stagflation concerns.
Schroders Equity Lens July 2026: your go-to guide to global equity markets
A market rotation, and how to respond to stagflation concerns.
Schroders: 10-year public markets return forecasts (2026–35)
Our latest forecasts for absolute returns from 2026-2035 for various asset classes including cash, equities, fixed income and commodities.
Schroders: Multi-asset portfolios: Bonds are back. Just not as you knew them.
Fixed income still belongs in a multi-asset portfolio. But what we are asking it to do has changed, and how we manage it must change with it.
Schroders: Quarterly markets review - Q2 2026
A look back at markets in Q2, when AI-related stocks powered ahead and the conflict in the Middle East de-escalated.
Schroders multi-asset investment views – June 2026
Recent US labour market data supports our view that there is a low risk of a US recession, and our positive view of equities continues to be supported by earnings.
Schroders: From geopolitics to policy: what drives bond yields next
June 2026 update: With a resolution in the Middle East now looking more likely, we take a look at how bond markets may react once the focus moves away from geopolitics.
Schroders: Markets focus more on UK’s problems than who’s in No 10
The UK's intractable problems mean it will be difficult for a new PM and Chancellor to invest for growth and maintain market confidence.
Schroders: Why the yen is set to strengthen – and why that matters
Normalising interest rates, among other factors, signpost a strengthening of the yen over the medium and longer term.
Schroders: A different ask of global equities as investors seek downside protection
In a more volatile world, capital growth has ceased to be investors’ top priority, according to Schroders Global Investor Insights Survey 2026. Instead, equities must play a part in achieving greater diversification and downside protection.
Schroders: Three common misconceptions about active ETFs — and why they matter in volatile markets
As more investors incorporate active ETFs in their portfolio, several recurring claims keep surfacing that don’t fully hold up in practice.
Schroders: 2026 UK Adviser Pulse Survey: Navigating opportunity in a more uncertain world
Insights from our latest Adviser Pulse Survey show how firms are navigating higher volatility through resilient portfolios, broader diversification, and greater focus on tax and estate planning advice.
Schroders Equity Lens June 2026: your go-to guide to global equity markets
When valuations are at current high levels, the case for equities hinges strongly on earnings.
Schroders: The cost of waiting for certainty
Why investors may be better served by deliberate diversification and flexibility than waiting for certainty in today’s unsettled markets.
Schroders: Global equities: one-country bias doesn’t always pay
The rise of US technology mega-caps has led to the US stockmarket dwarfing the markets of other countries. Several of the largest US companies each have individual values which are comparable with – or bigger than – the total value of the entire stockmarkets of other countries such as the UK or Japan.
Schroders: Monthly markets review - May 2026
A look back at markets in May when corporate earnings and optimism over AI powered equity markets higher.
Schroders: What’s better, property or pension?
What’s better, property or pension? Many people in the UK would argue property. That’s one reason why study after study shows Brits don’t have a stock market investing culture. We’re property-mad.
Schroders: Our multi-asset investment views – May 2026
Stagflationary risks have increased following disruption in the Middle East, but resilient earnings momentum keeps us constructive on equities.
Schroders: A snapshot of the world economy in Q2 2026
Our latest infographic highlights our new growth and inflation forecasts, and considers different scenarios for oil prices.
Schroders Credit Lens May 2026: your go-to guide to global credit markets
Spreads are once again back at exceptionally tight levels.
Schroders Equity Lens May 2026: your go-to guide to global equity markets
Earnings are soaring, and Taiwan’s index weight overtakes China’s.
Schroders: Rethinking income investing: why real estate matters in a more inflationary world
In an era of higher inflation and tighter monetary policy, investors are reassessing portfolio income - including whether it can keep pace with rising prices. Private real estate should increasingly form part of that conversation.
Schroders: Geopolitical risk can’t be forecast but investors can control their instincts
Rather than focusing on daily headlines and social media posts, investors need to view geopolitical shifts in a broader context.
Schroders: Economic and Strategy Viewpoint - Q2 2026
Whatever the longer-term outcome in the Middle East, inflation is set to rise around the world. But interest rates are unlikely to follow.
Schroders Equity Lens May 2026: your go-to guide to global equity markets
Earnings are soaring, and Taiwan’s index weight overtakes China’s.
Schroders: Geopolitical risk can’t be forecast but investors can control their instincts
Rather than focusing on daily headlines and social media posts, investors need to view geopolitical shifts in a broader context.
Schroders: Monthly markets review - April 2026
An overview of global markets in April, as equities staged a strong recovery with Asian emerging markets leading the way.
Schroders: Turning uncertainty into opportunity: Active diversification through Global Multi-Asset Portfolios
Our latest multi-asset perspectives highlight why active diversification matters now and how our multi-asset solutions are built to adapt as market conditions evolve.
Schroders: When markets test conviction, trust the process
In highly volatile markets the pressure to act can be overwhelming. A disciplined investment process helps resist costly reactions.