Industry news and views from Panacea and our partners.
Market Outlook_
Rathbones In the KNOW blog: This too shall pass
Amid an alphabet soup of economic forecasts, chief investment officer Julian Chillingworth looks for the ingredients of a lasting recovery.
Quilter Cheviot: Diary of a Fund Manager Feedback Loop
In this weeks Diary, a few themes to hold onto during the grand reopening and news from the advertising front line. Also, what captures the attention of virtual audiences and a bit about books.
COVID-19 Impact: AXA IM's macroeconomic and investment strategy update - lifting the lockdown
Watch the replay of our latest webinar focusing on what lifting the lockdown could mean for the global economic recovery, as well as equity and bond markets.
Rathbones Investment Insights Q2 2020
Our lives have been turned upside down by the coronavirus crisis, which is having a profound impact on the global economy and financial markets.
AXA Investment Managers: Iggos Insight Debt Counselling
Many of us are wondering how we will deal with the big rise in government debt going forward. Will it mean higher taxes? Will inflation or debt relief be realistic options?
Square Mile: Have markets got ahead of themselves?
Are the recent market rallies in the US and, to a lesser extent, in the UK sustainable or just a moment of temporary respite? Read the latest thoughts from Jason Broomer, Square Miles Investment Director.
Square Mile Research: How will the economy bounceback?
As markets continue to be very volatile, what are the long term effects of the quarantine measures on businesses and the economy? Read the latest from Jason Broomer, Square Miles Investment Director.
Rathbones In the KNOW blog: Chasing our tails in the Year of the Rat
Chief investment officer Julian Chillingworth reflects on an inauspicious start to Chinas New Year. Meanwhile, the UK has quietly left the European Union (EU), but both sides are turning up the volume as negotiations begin over the final settlement.
Square Mile Research: Broomers Blog Well he would say that, wouldnt he?
When considering asset allocation in a low yield environment, do government bonds still have a full role to play as diversifiers? Read the latest from Broomers Blog
Aviva Investors: Aviva Investors House View Q1 2020 Webcast
Earn CPD points! Watch our on-demand webinar and hear Stewart Robertson, Senior Economist, and Jerome Nunan, Investment Director Multi-asset, discussing the economic outlook for 2020.
Rathbone Investment Insights Q1 2020: Is the winter of austerity ending?
The UKs first December general election in nearly 100 years punctuated an eventful year for politics and the economy. Financial markets experienced a series of mood swings throughout 2019, but ended on a high as investors regained their appetite for risk. Despite ongoing uncertainty, including Brexit and trade tensions between the US and China, we remain positive about the outlook for 2020.
Columbia Threadneedle Investments: Investment Themes
In our latest Investment Themes video, William Davies, Chief Investment Officer, EMEA, discusses: The rise of electric vehicles Japan and its changing demographics The future for China Recession fears Equities versus credit in 2020
Rathbones In the KNOW blog: Johnny-come-Januaries
The new year always drives well-intentioned yet poorly sustained get-fit-quick schemes. That leads multi-asset fund manager Will McIntosh-Whyte to wonder about the durability of subscription service customers in a downturn.
Rathbones In the KNOW blog: Spot the difference
2019 started with the glass half empty and ended with the glass half full. Then markets were jolted by a US missile attack as the new year began, and chief investment officer Julian Chillingworth ponders whether recent positive signs can become lasting trends in 2020.
Baillie Gifford: James Anderson on the Imperatives of Growth Investing
James Anderson of Scottish Mortgage Investment Trust discusses why we need to embrace risk and volatility to achieve long-term rewards.
M&G Webcasts: Richard Woolnough's outlook for 2020
Watch our latest webcast with Richard Woolnough, Fund Manager of the M&G Optimal Income Fund, as he reflects on the opportunities and challenges for global fixed income in 2020.
Rathbones In the KNOW blog: 2020: the year ahead. Maybe?
Our head of multi-asset investments, David Coombs, consults the tea leaves as he prepares for a new decade.
Square Mile Research: Broomer's Blog - Outlook December 2019
Recession risk remains heightened though the odds of one forming have dropped as the economic data shows signs of stabilising. Read the latest thoughts from Jason Broomer, Head of Investment.
Invesco: Investment outlooks 2020
Invescos investment teams from around the globe outline their expectations for 2020 to help investors plan for the coming year, wherever the markets take us.
M&G: 2020 outlook hidden in plain sight
Equity markets have remained relatively resilient year to date, despite investors facing multiple headwinds. In this months video, Investment Director, Ritu Vohora takes a look back at the factors that characterised the landscape in 2019, and also looks ahead at what could influence markets in 2020.
Columbia Threadneedle Investments: Slowly, slowly does it
Our fixed income team provide their weekly snapshot of market events.
Columbia Threadneedle Investments: Asset allocation update
As 2019 draws to a close, we are strikingly neutral across asset classes and with considerably less appetite for risk than at the start of the year.
FCA consultations, are they worth your time and effort?
During this time there were 93,000 active, registered firms, 35,000 organisations with a single registered individual and 57,000 directly authorised firms on the FCA register. Despite this, from July to October 2019 there were just 228 responses - an average of 45.6 per consultation.
Prudential: Dealing with vulnerable customers
Prudential conducted adviser research in 2018 that generated some interesting statistics. Nearly three out of four firms have specific riles for advising vulnerable clients, and half train staff to spot signs of cognitive impairment.
Rathbones In the KNOW blog: It doesnt add up
Stocks soared to new highs in June, but more pessimistic bond markets tolled a more ominous note amid weaker growth, falling earnings, trade tussles and other troubles. Chief investment officer Julian Chillingworth considers the mixed messages coming from stocks and bonds. Read more
M&G: Bonds vs Equities: whos right?
While bonds appear to be signalling an economic slowdown, equities are suggesting growth will continue. In this months video, Investment Director, Ritu Vohora looks at the conundrum facing investors, with mixed messages emanating from bond and stock markets.
Legg Mason: Markets Now: Review and Update
Our proprietary leading economic indicator moved into negative territory in May, reflecting weakness in global trade data, manufacturing data and initial claims data.
Legg Mason: Markets Now: Review and Update
Our proprietary leading economic indicator moved into negative territory in May, reflecting weakness in global trade data, manufacturing data and initial claims data.
Legg Mason: Markets Now: Review and Update
Our proprietary leading economic indicator moved into negative territory in May, reflecting weakness in global trade data, manufacturing data and initial claims data.
Rathbones In the KNOW blog: Another can gets kicked
Some optimism has helped to bolster markets which have rebounded from the dog box they were in. Julian Chillingworth, Rathbones chief investment officer, explains why we are cautiously confident but still mindful of the looming threats to global growth.
Legg Mason: Central Banks: Extend the Expansion
Low inflation and lackluster global growth are allowing central banks to encourage further expansion, believes Western Asset. Ken Leech explains why this is good emerging market debt, high yield, select investment grade debt and mortgaged backed securities.
Aviva Investors: Interest rates on hold, but not in reverse
Financial markets have surged since the start of the year after central banks appeared to put monetary policy tightening on hold. Our investment teams give their views on where monetary policy goes next and what that means for asset prices.
Aegon: Key market events in 2018
Take a look at our Core Risk Profile Portfolios - quarterly investment report for an overview of the markets in 2018 and quarter four 2018, including the key events that shaped investment returns. You can also find out more about the seven funds in the range and how they performed.
Aegon: Top five investment opportunities and pitfalls in 2019
Are your clients concerned about potential stockmarket upheaval this year? Nick Dixon, Aegons Investment Director, gives his top five investment predictions for 2019.
Tailwind in 2019: Global Inflation
Low inflation and disciplined central banks in much of the world is especially good news for emerging markets.
Invesco: Five issues to watch this week
Last week brought disappointing data from several countries. This week, Kristina Hooper Global Market Strategist expects the FOMC meeting minutes to be the most important event for markets.
Invesco: Staying focused after a tough 2018
Product Director, Clive Emery and Portfolio Manager, Danielle Singer look at performance in 2018 and explain why theyre looking ahead with optimism.
Invesco: Reshuffling the deck
After a challenging 2018, Fund Managers Stephen and Andrew outline the factors which impacted them the most along with their plans for 2019 and new additions to the portfolio.
Schroders: Infographic: A view of the world economy in January 2019
This month's infographic looks at three economic themes for 2019 as well as some black swan risks.
BlackRocks Larry Finks 2019 Letter to CEOs
In his annual letter on corporate governance, BlackRock CEO Larry Fink explores how companies can achieve long-term financial returns.