Industry news and views from Panacea and our partners.
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BNP Paribas: Multi-Asset Investments Views: Dont look back in anger
From a financial market perspective, the Iran war closely resembles previous geopolitical shocks: a sharp but short?lived sell?off followed by a rapid and near?complete recovery in risk asset prices.
BNP Paribas: Long-term asset allocation A resilient world
For all the shocks following the inauguration of Donald Trump as US president, the word most often used when discussing the economic outlook has been resilience.
Pictet: Under new management: what bond investors should know about a Warsh-led Fed
Kevin Warsh is set to be confirmed as the new chairman of the US Federal Reserve. In this Q&A, Mickael Benhaim, head of fixed income investment strategy and solutions at Pictet Asset Management, explains what investors should expect from a Fed chief that has been publicly critical of how the US central bank conducts monetary policy.
Schroders Equity Lens May 2026: your go-to guide to global equity markets
Earnings are soaring, and Taiwans index weight overtakes Chinas.
Aberdeen: Equities: quality investing tested, questioned and still relevant
After one of its toughest periods in decades, quality investing has been put under the spotlight. We explore why quality has struggled, whats changing, and why discipline, valuation and fundamentals still matter over the long term.
Cura: Practical Protection Podcast: The Value of Lasting Powers of Attorney
The latest podcast is focused upon Lasting Powers of Attorney. I am not an expert in this area, but I am sharing what my personal experience was of having these in place for both of my parents, when tragedy struck.
Aberdeen: Fixed Income: why short-dated bonds can build resilience in uncertain markets
Can short-dated bonds help portfolios stay resilient when uncertainty rises? Lower volatility, smaller drawdowns and income-led returns explain why investors should look again at short-dated fixed income.
BNY: 3 Ways to rethink portfolios in today's volatile markets
Volatility has picked up as the conflict in the Middle East enters its second month. Higher oil prices are increasing inflation uncertainty and raising questions about global growth.
BNP Paribas: Reassessing Europe: The case for a multi-asset total return approach
Following a prolonged period of being under the radar, Europe is increasingly coming back into global investors focus.
Pictet: Ahead 2026
Discover the trends that will help shape the future of investments -our latest Ahead report brings you actionable insights from top investment minds and global thought leaders.
Schroders: Geopolitical risk cant 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.
Pictet: Feeding the world with bio-agriculture
A growing population and changing climate may put strain on the worlds food production. A new generation of biostimulants could help solve the problem while protecting our environment.
BNP Paribas: AIs growing influence on fixed income markets
While much of the attention around AI has centred on equities, the technology is increasingly impacting bond markets through new issuance, business model disruption, and enhanced investment processes.
Aberdeen: Macro: finding conviction in a world of higher geopolitical risk
Geopolitics is increasingly driving inflation, volatility and returns. Frequent supply shocks challenge traditional diversification assumptions. In a changing world, what matters most for investors and how should portfolios evolve?
BNY: Vantage Point: Pressure Points Q2 2026
Welcome to another edition of Vantage Point, the quarterly economic and markets outlook from the BNY Investment Strategy & Research Group
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.
Aberdeen: House View: staying invested, but trimming risk after the rebound
Equity markets have rebounded sharply from the initial Middle East shock. The ongoing global economic expansion supports staying invested across markets with strong fundamental drivers but elevated geopolitical risks argue for trimming exposure and adding diversification.
BNY: Job market hanging in there
Recent jobless claims data point to a resilient U.S. labor market, with both initial and continuing claims remaining low and signaling that unemployment is still contained. Although job growth has softened and remains subdued, Marchs job growth of 178,000, the highest since 2024, is encouraging. Our constructive outlook still holds despite continued uncertainty related to the war in the Middle East.
BNP Paribas: Barometer: Prospects for US, emerging market stocks remain strong
Applying an absolute return approach to investing in convertible bonds has historically provided steady returns for investors across various market cycle: returns remained resilient during, for example, the COVID pandemic and the Ukraine war. Even now, with the Iran conflict, this approach has continued to be a safe heaven.
Pictet: Barometer: Prospects for US, emerging market stocks remain strong
Even though there is no end in sight to the Iran conflict, the outlook for both emerging market and US equities remains positive; we upgrade both to overweight.
Artemis - 25 Years of Smarter returns
Smarter than ever? As SmartGARP reaches its 25-year milestone, founder and fund manager Philip Wolstencroft discusses why he creating the stock picking process, why it will outlast him, and the importance of focussing on the data.
BNP Paribas: Multi-Asset Views: Potential opportunities through diversification
BNP Paribas' Laurent Clavel discusses the effects of current geopolitical volatility on markets and how diversifying across asset classes could offer investors better risk-adjusted returns.
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.
Aberdeen: How multi-asset solutions such as MyFolio align with FCA CP26/10
Recent FCA proposals reinforce the role of outcome-oriented portfolios. Heres why.
BNY: Markets since Iran conflict
Markets are reacting to the Middle East conflict with sharp moves across asset classes, signaling broad risk repricing and shifting safe?haven behavior. While volatility is elevated, fundamentals like earnings growth continue to support our constructive outlook.
Artemis: Global smaller companies: the diversification deliverers
If you want to protect your portfolio from war, energy shocks, disruption by AI and concentration risk in market indices, you're not alone. This list of worries is long enough to give even the most committed bull cause to reflect.
Pictet: Why Chinas diverse and deepening stock market merits a long/short approach.
Why Chinas diverse and deepening stock market merits a long/short approach.
BNP Paribas: View from the Markets: Earnings to the rescue!
Some investors were puzzled by the sharp drop in oil prices a few weeks ago based on a few but at times contradictory social media posts from President Donald Trump (which in any event were then often contradicted by the Iranians).
Schroders: Our multi-asset investment views April 2026
We remain positive on equities, but the disruption to energy supplies caused by the Middle East conflict may persist longer than originally thought.
Aberdeen: The Investment Outlook Introduction
Market stress doesnt create new risks, it reveals old ones. What lessons from past crises still matter most today, and how can disciplined investors build resilience amid uncertainty?
BNY: Transforming Retirement Planning
Retirement planning in the UK has never stood still, but the ground is shifting more quickly and more meaningfully than many clients and some firms might expect.
Rathbones Asset Management - The commodity surge: why selectivity matters
Gold, copper and oil prices are all surging, but were not calling a broad-based commodity supercycle for now. And, as Multi-Asset Fixed Income Research Analyst Sally Hoang explains, todays unique drivers behind each price spike argue for a surgical, precise approach to commodity allocations not a lump-sum bet on the whole basket. Read more
Rathbones Asset Management - The Sharpe End podcast: Power Struggle
South Korea has leapfrogged the UK to become the worlds eighth-largest equity market, prompting the team to consider the implications for geographic allocation within portfolios. Next, to mark the five-year anniversary of our sustainable multi-asset portfolios, we reflect on how sentiment toward renewable energy has evolved and how the rise of AI has fundamentally reshaped global power demand. Finally, we shine a spotlight on Veralto, a US-based water-treatment and quality-control business.
M&G: Built for a smoother investment experience
PruFund has supported investors for more than 21 years. Its combination of scale, structure and smoothing is designed to help manage short term market movements and offer a steadier investment experience. It aims to help investors stay invested as conditions change.Watch the 21-year journey to see what PruFund has delivered for those invested in it.Past performance isnt a guide to future performance. View video
M&G: PruFund as an income engine
This guide explores PruFund as an income engine, outlining how it may be used to support retirement income alongside other investments, and the key considerations advisers take into account when assessing suitability and sustainability.
Rathbones Asset Management - In The KNOW blog: Family matters (and markets)
For years the FTSE 250 has been described as unloved, overlooked and somehow perpetually disappointing. And yet, over a full investing lifetime, it has quietly delivered. Rathbone UK Opportunities Fund Equity Analyst Robbie Carr reflects on becoming a new father, the underestimated resilience of UK mid caps, and why the middle child of equity markets deserves a reassessment.
Scottish Mortgage Podcast: Enveda
Hear how biotech Enveda has developed a unique process to discover ingredients in plant life to create a new generation of blockbuster drugs. Founder and chief executive, Viswa Colluru, tells Scottish Mortgage manager Tom Slater how the AI-enabled business is pursuing a trillion-dollar opportunity.
Scottish Mortgage Portfolio Update Q1 2026
Investment Specialist Chloé Darling-Stewart explores why artificial intelligence represents a defining paradigm shift, examines the portfolios exposure to companies at the forefront of this transformation and outlines how Scottish Mortgage is positioned for what comes next.
Aberdeen: Enhanced Index at 10: what a decade of disciplined investing has taught us
Quant Ten years, ten questions the insights behind our approach.