Industry news and views from Panacea and our partners.
Brexit_
FundsNetwork: The FSCF and EU-domiciled funds
In late 2020, there were some media reports suggesting that FSCS protections for EU-domiciled funds such as those based in Ireland and Luxembourg would be stripped away once the Brexit transition period ended on 31 December 2020.
Columbia Threadneedle Investments: European equities, Brexit and Blur
Its episode seven, and were talking to Philip Dicken, Head of European Equities, and Mine Tezgul, European Smaller Companies Portfolio Manager.
FairFX: Brexit: what does it mean for your pounds?
Not another article about Brexit! Everyones had enough. But if youre planning a getaway in the coming weeks or months, and will be needing foreign currency, then this one might just help you save some money.
Aegon: 10 minute market snapshot podcast
Listen to Aegons investment team chat about Brexit and its potential impact, and hear a roundup of global asset class prospects
FairFX: Brexit: your currency questions answered
Confused by Brexit? Unsure what it means for your holiday money? There have been so many queries about Brexit ahead the UKs scheduled departure from the EU on 31st October that FairFX has set up a dedicated Brexit Support Desk.
Are you (and your clients) really ready for Brexit? Find out at our exclusive seminar for financial advisers
Whatever your views on the likely impact of Brexit on the UK economy in general, and more specifically on investments, you will no doubt be already fielding questions from clients about how all this will affect your (and their) investment strategy going forward.
Rathbones In the KNOW blog: No-deal panic in Purton
As Brexit uncertainty descends into the ridiculous, head of multi-asset investments David Coombs finds himself in the strange position of hoping for a no-deal to bring some clarity.
FECIF: A new EU or same old, same old?
Will this summer see a new Europe or the return to the good old continent"? What are the challenges for our profession and our clients?
Brexit and currency fluctuations behind higher foreign property purchase costs
Uncertainty over Brexit and currency fluctuations have been blamed for the increased cost of buying a property in Europe and the USA. Overseas property and finance specialist Simon Conn has seen an influx of enquiries from clients who were previously paying cash, or required a smaller mortgage, now having to either borrow more or take out a loan where one was not previously required.
Rathbones In the KNOW blog: Brexit reset
What would a Martian think of the Brexit argument or the Hammersmith & City line for that matter? David Coombs, our head of multi-asset investments, explains his thinking as Boris Johnson takes power in the UK.
M&G: Brexit: Three years on
It is now three years since Britain voted to leave the EU and we are still none the wiser as to the final conclusion. In this note Tristan Hanson, M&G Fund Manager, asks how have financial markets moved since the referendum vote?
Brexit fallout, would you employ Olly Robbins?
I do not know, him, have never met him or have any personal axe to grind but last weeks announcement that the Rasputin of Brexit is to leave (when Theresa May leaves office) his role as head of the European and Global Issues Secretariat, advising the Prime Minister on the EU and to oversee Brexit came as not a big surprise
M&G: Brexit: Three years on
It is now three years since Britain voted to leave the EU and we are still none the wiser as to the final conclusion. In this note Tristan Hanson, M&G Fund Manager, asks how have financial markets moved since the referendum vote?
Rathbones In the KNOW blog: New EU inmates take over the asylum
The world seemed to unravel further last month, with British voters electing members to the EU Parliament whose goal is to leave it, and Donald Trump continuing to wield his trade cudgel. Our chief investment officer Julian Chillingworth considers the implications.
Simon Conn: Brexit comment
Overseas property and finance expert Simon Conn says people are continuing to buy homes abroad, despite the ongoing issues with Brexit.
Invesco: Brexit from a European perspective
Jeffrey Taylor, Head of European Equities provides readers with the facts behind EU27 / Eurozone trade with the UK and the measures put in place by the EU to reduce the fall-out from a no-deal Brexit.
Invesco: Beyond Brexit UK equity market
As the Brexit deadline looms, Mark Barnett, Head of UK Equities shares his thoughts on the current state of the UK equity market. Are investors being too pessimistic?
Aviva Investors: The ties that bind the future of Europe
Brexit continues to dominate headlines in the UK, but the European Union faces other long-term challenges, from the rise of Euroscepticism in Italy to the stalled progress of euro zone reform.
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.
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.
Invesco: Beyond Brexit: sourcing sustainable income and alpha opportunities
Mark Barnett, Head of UK Equities speaks about the UK equity market and how it is an attractive place for the long-term investor. Read more about, opportunities in domestic stocks, and his long-term investment approach.
Aegon: Brexit what could it mean for you?
With Brexit on the horizon, we understand that you and your clients may have questions about the various scenarios that may occur. To help, weve created a hub with questions and answers as well as useful links to third-party information. Well be updating it on a regular basis, so remember to bookmark the page.
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.
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.
Can anyone imagine a large UK business being run like this?
Some headlines from last week to make you feel proud about British democracy, values and standards. 1. "May faces 'high noon' Cabinet meltdown on Brexit 2. Philip Hammond refuses to rule out QUITTING if the UK leaves the EU without a deal 3. Rudd threatens to walk out to back Remainer revolt" Now for a scenario to imagine as you look around your office today.
Invesco: Whats next for Brexit?
After the dramatic defeat of the UK Prime Ministers EU withdrawal plan, we believe the chances have risen for a softer version of Brexit or perhaps even no Brexit at all. Read more to find out the five scenarios for the future EU-UK relationship.
Invesco: Whats next for Brexit?
After the dramatic defeat of the UK Prime Ministers EU withdrawal plan, we believe the chances have risen for a softer version of Brexit or perhaps even no Brexit at all. Read more to find out the five scenarios for the future EU-UK relationship.
Aviva Investors: What will Europe look like if and when we leave the EU?
Much has been made of what Britain may look like after Brexit in the UK press. In this piece, Cambridge University professor Helen Thompson tells us what the picture could look like for Europe in a post-Brexit world.
Investec: Quantum Politics - Weekly Digest
Welcome to this week's edition of Weekly Digest; a topical in-house review of world stock markets and the global economy.
Prudential - Political update webinar
Register to join our Prudentials Political update webinar on Wednesday 7 November at 11am.
Prudential: Thoughts about OEICs and Unit Trusts
Open Ended Investment Companies (OEICs) and unit trusts are collective investment schemes a form of investment fund that enables a number of investors to pool their assets and invest in a professionally managed portfolio of investments, typically gilts, bonds, equities and perhaps property. Helen OHagan, Technical Manager at Prudential explores.
Brexit, borders and Group Insurance
There has been much made of borders in the Brexit speculation. While focus has been on the Irish border, there is a generalised desire to limit the imposition of so-called hard borders after the UK leaves the European Union.
Aviva Investors: Brexit: the investment implications of no deal
The risk of the UK exiting the European Union without agreeing its future relationship appears to have risen in recent weeks. We consider the ramifications of such an outcome for the UK economy and sterling-denominated assets.
Aviva Investors: Brexit: the investment implications of no deal
The risk of the UK exiting the European Union without agreeing its future relationship appears to have risen in recent weeks. We consider the ramifications of such an outcome for the UK economy and sterling-denominated assets.
BlackRock: UK election: Bigger Brexit uncertainty
Our views on the outcome of the UK election, including a bigger risk of an economically disruptive no deal Brexit.
BlackRock: As Brexit begins, a slowdown ahead?
What could the government's triggering of the Brexit process mean for the UK economy and markets?
Comment from Simon Conn, overseas property and finance expert, in light of recent Brexit announcement
What UK ex-pats are doing in current popular areas of Europe as opposed to the UK. I am currently getting a number of enquiries from clients who live in Cyprus, France, Italy, Portugal or Spain and who either live there or own a property and are looking to refinance for a number of reasons.
Aviva Investors: 'Brexit Budget' points to challenges ahead
Philip Hammonds first Budget as chancellor shows the government is still struggling to rein in the deficit despite an improved near-term economic outlook, says Stewart Robertson.
Aviva Investors: UK real estate outlook: economic uncertainty weighs on property market
UK property will deliver a total return of five per cent per annum between 2017 and 2021, but investors will need to be more discerning on asset selection, says Chris Urwin.
Fidelity: How fragile is the Brexit rally?
The strong performance from UK equities following the outcome of Junes EU referendum has generally confounded market commentators.