Industry news and views from Panacea and our partners.
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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.
BNP Paribas: Why technology is the cornerstone of European strategic autonomy
As Europe aims to grow its economy while safeguarding its own interests, it is placing greater focus and investment in areas ranging from defence and manufacturing to energy, food and health. There is one sector, however, that stands out as the cornerstone of European strategic autonomy: technology.
Aberdeen: Why income investing in emerging markets in 2026?
Most often associated with growth investing, a new look at how emerging markets represent a uniquely appealing income universe for todays active investors with a total return mindset.
Pictet: The renminbi's quiet transformation
China's renminbi isn't ready to challenge the US dollar's supremacy. But the currency is quietly reconfiguring the global financial system nevertheless.
BNP Paribas: Talking Heads - Cheaper, smarter and ever broader uses: AI offers a long growth runway
While there may be some areas of excessive optimism, infrastructure spending has generally been in line with demand and mostly funded from operating cash flows. AI products and services continue to be monetized rapidly.
Pictet: The demographic cliff: accelerating automation
Ageing societies will accelerate the next wave of automation. Carl Frey, author of seminal research into the impact of robotics on the labour market and Pictet Asset Management thematic advisory board member, explains how.
Aberdeens 'dream team': a portfolio to compete on the global stage
This June and July sees the worlds finest footballers competing for the ultimate prize in the game. But what does that have to do with investing? More than you might think.
Schroders: The cost of waiting for certainty
Why investors may be better served by deliberate diversification and flexibility than waiting for certainty in todays unsettled markets.
BNY: 3 ways to respond when inflation bites
A surge in energy prices pushed the latest U.S. Consumer Price Index (CPI) reading above forecasts, reinforcing the case that inflation could remain higher for longer. Higher energy prices have also increased market volatility and uncertainty around the path of interest rates.
Artemis: Four reasons to reconsider your global passive exposure
Putting all your money in a global tracker fund means betting the theme of US exceptalism that has driven markets higher over the past 15 years will continue indefinately. Artemis' Harry Eastwood explains why this may not be the case.
Schroders: Global equities: one-country bias doesnt 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.
Aberdeen: Multi-asset investing: why the 60/40 debate misses the bigger picture
Recent market volatility and shifting asset class correlations have prompted a familiar question: can the traditional 60/40 equitybond portfolio still be relied upon to deliver the balance of risk and return investors expect?
BNP Paribas: Investing in technology and AI: Opportunities in a rapidly evolving landscape
BNP Paribas Asset Management portfolio managers, Pamela Hegarty and Derek Glynn, answer key questions regarding the future of artificial intelligence and investing in the technology sector.
Pictet: Future of industry: embracing data and clean energy
The tech boom makes the transition to clean energy ever more urgent but also more achievable. We find out why at the world's largest industrial innovation summit.
BNY: Steady hiring, fewer layoffs
Mays jobs report showed a labor market that is improving, with payroll growth exceeding expectations and layoffs down sharply from last year. Steady hiring and fewer layoffs should continue to support consumer spending and U.S. economic growth.
Baillie Gifford: When consensus fails: EM research in practice
A new paper by investment manager Alex Summers explains how Baillie Giffords Emerging Markets Team seeks to use deep and differentiated research to test where we differ from consensus and to build real conviction. Capital at risk.
Baillie Gifford: Emerging Markets: are you missing the point?
Global equity portfolios remain systematically underweight Emerging Markets despite these economies being home to many world-leading growth businesses. Capital at risk.
Baillie Gifford: Emerging markets: home to world-class companies
Baillie Gifford's Andrew Keiller explains why emerging markets are producing more standout businesses. Capital at risk.
Baillie Gifford: Emerging markets: re-globalisation
Baillie Gifford's Qian Zhang explores why a multipolar world could increasingly favour emerging markets. Capital at risk.
Baillie Gifford: Balanced portfolios still need bonds
Bonds may not hedge every shock, but they still protect balanced portfolios when growth falters. Capital at risk.
Baillie Gifford: Emerging Markets: unlocking the next wave of growth
Baillie Gifford Investment manager Roderick Snell explains why emerging markets look increasingly compelling. Capital at risk.
BNY: Is the job market stabilizing?
After sluggish job growth in 2025, investors are looking for signs that the labor market may be stabilizing. With consumer spending driving 70% of economic activity, an improving labor market is essential to sustaining economic growth.
Artemis UK Small Cap Spotlight: Bloomsbury Publishing
Portfolio manager Mark Niznik discusses what attracted them to invest in Bloomsbury Publishing.
Aberdeen: The top emerging markets opportunities to watch right now
Read our Q&A with Matt Williams to discover our emerging markets income equity positioning.
Schroders: Monthly markets review - May 2026
A look back at markets in May when corporate earnings and optimism over AI powered equity markets higher.
Pictet: Barometer: In earnings we trust
Corporate profits are growing at a remarkable pace across the world. That is sure to sustain the equity rally over the medium run.
Artemis UK Small Cap Spotlight: Bloomsbury Publishing
Portfolio manager Mark Niznik discusses what attracted them to invest in Bloomsbury Publishing.
BNP Paribas: AIs long-term investment potential continues to ratchet up
While geopolitical tensions continue to dominate global headlines, one topic remains at the forefront of investor discourse: the technology sector and more specifically, artificial intelligence and its long-term potential.
Aberdeen: SpaceX IPO: priced for the stars and beyond
SpaceXs much-vaunted stock market debut looks set to be a defining moment for capital markets.
BNY: Building resilience through global short-dated high yield strategies
Insight Investment sees resilience in the global short-dated high yield bond market. Heres why.
Schroders: Whats better, property or pension?
Whats better, property or pension? Many people in the UK would argue property. Thats one reason why study after study shows Brits dont have a stock market investing culture. Were 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.
Aberdeen: MyFolio discipline through market uncertainty
The first quarter of 2026 presented a difficult backdrop for investors. A sharp rise in geopolitical risk, renewed pressure on energy markets and elevated policy uncertainty have combined to drive volatility across asset classes.
Artemis UK Small Cap Spotlight: MoneySuperMarket
Portfolio manager William Tamworth discusses what attracted them to invest in MoneySuperMarket.
BNP Paribas: Multi-Asset Investments Views: From extreme caution to upside chasing
Taking some profit, back to a modest overweight on equities We moved to our maximum overweight exposure in global equities in early April, once both Iran and the US appeared willing to negotiate a Middle East peace deal. Following a strong US earnings season we have progressively reduced our exposure.
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.
BNY: Lonza and the next wave of healthcare solutions
Walter Scotts John Rae assesses outsourced drugs manufacturer Lonzas role in the healthcare ecosystem.
The average worker supports 3 people with their income
Latest research from protection provider LV= explores financial resilience amongst the working population, examining what theyd turn to in the event of an income shock and how this compares to protection.
Baillie Gifford: Chaos, culture and the next great US companies
The American publics tastes and habits are splintering. How will this affect US growth companies? Baillie Giffords Dave Bujnowski explains. Capital at risk.
Webinar: Artemis Global Emerging Markets Thursday 25 June 10am
Thursday 25 June 10am Join Raheel Altaf, manager of the Artemis SmartGARP Global Emerging Markets Equity strategy, to learn how the asset class combines low starting valuations, improving earnings momentum and stronger corporate balance sheets to offer a much more compelling risk reward profile than many investors assume.