Industry news and views from Panacea and our partners.
Schroders
Schroders: The two key risks facing investors
More resilient portfolios are needed to tackle the challenges of rising bond yields and market concentration.
Schroders: UK borrowing costs surge: what would it take to bring them back down?
UK borrowing costs have risen above levels last seen in the financial crisis. We explain the background to this trend, the outlook from here – and implications for investors.
Schroders: UK borrowing costs surge: what would it take to bring them back down?
UK borrowing costs have risen above levels last seen in the financial crisis. We explain the background to this trend, the outlook from here – and implications for investors.
Schroders: A snapshot of the world economy in December 2024
Donald Trump’s return to the White House means our economic forecasts for the global economy come with a higher-than-normal degree of uncertainty.
Schroders: Our multi-asset investment views - December 2024
We remain positive on equities as they continue to be supported by strong earnings. Find out more about our views on a range of asset classes here.
Schroders: Monthly markets review - November 2024
A look back at markets in November when US shares outperformed following Donald’s Trump’s victory in the Presidential election, while emerging markets came under pressure amid worries over trade tariffs.
Schroders: Outlook 2025: Equities
Alex Tedder and Tom Wilson consider the equity return opportunities in the coming year, exploring the sectors, countries and themes they’re focused on as the market environment evolves.
Schroders: Our multi-asset investment views - November 2024
Following Donald Trump’s election victory we have extended our positive view on US equities to include smaller companies. And, while improved valuations prompted us to upgrade US bonds, we've stopped at neutral given the inflationary risks ahead.
Schroders: Value investing: Staying disciplined in changing markets
Schroders’ Simon Adler discusses global equities from his perspective as a value investor – including the importance of maintaining style discipline.
Schroders: A new frontier: how wealth managers are seizing the opportunity in private markets
Explore the latest trends and challenges in private market investments for private investors, as revealed in this year's Schroders Global Investor Insights Survey.
Schroders: What wealth advisers think – Global Investor Insights Survey 2024
This year’s survey reveals how wealth advisers are adapting to an evolving landscape, with insights on sentiment, private markets, AI, and intergenerational wealth transfer
Schroders: A snapshot of the world economy in November 2024
This month’s economic infographic examines the implications of the US election and UK Budget and looks ahead to the next round of central bank meetings.
Schroders: The role of renewable energy in the AI revolution
In the first of a series of articles exploring how sectors across the economy are driving demand for renewable energy, Schroders Greencoat’s Paul O’Donnell explores how the boom in AI applications is fuelling a rapidly increasing need for data centre capacity, which in turn is amplifying the need for sustainable power sources.
Schroders: Long-term investors in today’s world: how family offices stand out
This year's Schroders Global Investor Insights Survey reveals that family offices are embracing opportunities in private assets as they navigate market volatility.
Schroders: A differentiated approach to Multi-Asset Investing
It has been almost three years since we observed a climax in the low-inflation regime that defined the post-GFC era. The investment environment in the period since has proved very different, characterised as it has been by higher inflation.
Schroders: Why it’s important to stay calm after the Budget announcement
We may see volatility in the markets as a result of these announcements, given the breadth of change. Here are some useful insights to share with your clients on how markets have reacted in the past.
Schroders: The Value Perspective Podcast – with Stephen Lezak
welcome to the latest episode in our ESG miniseries. This week, we are joined by Stephen Lezak, a senior leader at OxCarbon, a start-up spun out of Oxford University in 2021
Schroders appointed by Cirencester Friendly to run £75 million portfolio
Cirencester has provided income protection and additional support to thousands of members for more than 130 years. This appointment has reinforced Schroders’ credentials as an insurance asset management leader in the financial mutuals sector.
2024 US election outcome: implications for investors
Markets have responded to Donald Trump's election victory by anticipating pro-growth policies and higher inflation. Schroders' experts share their longer-term views on what his return to office will mean for the US economy and world trade, global equities, fixed income and the energy transition.
Schroders: Japanese equity outlook: five questions answered
Diverging monetary policy between the US and Japan and uncertainty around internal politics have driven volatility in Japanese equities, but what’s the long-term outlook?
Schroders: A snapshot of the world economy in October 2024
This month’s economic infographic looks at China’s efforts to decarbonise its energy sector, asks how long it might take for the country’s property sector to bottom out, and considers the risks of an aggressive US rate cutting cycle.
Schroders: Interest rates, inflation and elections: what’s dominating investor sentiment?
Our Global Investor Insights Survey uncovers the political and economic themes that are top of mind for investors globally.
Schroders: Capitalising on current opportunities in European short-term bonds
Understanding falling yields in the bond market might seem tricky. Here we explore some of the advantages of investing in short-term bonds.
Schroders: Global developments in sustainability regulation and policy: Q2 2024
We highlight the latest sustainability policy milestones that are shaping the investment industry.
Schroders: Green Macro Newsletter September 2024: progress on clean energy targets and job creation
Schroders’ quarterly briefing on the economic impact of climate change, the energy transition and natural capital.
Schroders: Quarterly markets review - Q3 2024
A look back at markets in Q3, when the Federal Reserve cut interest rates and China announced stimulus.
Schroders: The Value Perspective Podcast – with Sonja Laud
This time, we are joined by Sonja Laud, who is the CIO of Legal & General Investment Management (LGIM), where she leads all of the firm’s investment trading teams and sets its investment strategy with a special focus on leading its responsible investment efforts.
Schroders: Video: what are the opportunities for investing in AI?
Our investment experts discuss the investment opportunities created by the technology and explore its potential applications across industries.
Schroders: Podcast: Re-imagining retirement - shifting mindsets and managing risks
Rob Starkey discusses simple, effective risk management in retirement investing, highlighting annuities and the bucket approach for stability.
Schroders: Five takeaways on the potential rewards and risks facing global equity investors
Increased market breadth and volatility against a resilient economic backdrop should create opportunities for active fund managers.