Industry news and views from Panacea and our partners.
Industry News_
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.
Bite-Size Claims with Cirencester Friendly - Episode 5
Our support extends outside of claim. In this final video, we chat through the added-value benefits available to your client as part of their contract, and the support your client will receive whilst in claim with us.
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.
Practical Protection Podcast - Overdisclosure
This episode focuses on on overdisclosure. There is a lot of discussion in our industry about underdisclosure or non-disclosure, but not a lot of focus is put on the times when people tell insurers too much.
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?
Bite-Size Claims with Cirencester Friendly - Episode 3
What should your client check before making a claim? Heres a snapshot of what information we will need to begin a claim, as well as important details your client will be asked to provide.
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.
CURA: Practical Protection Podcast - Underdisclosure
This episode focuses on underdisclosure in protection insurance. Also known as misrepresentation or non-disclosure, this is a situation that everyone wants to avoid. Underdisclosure might not change the terms of insurance, but, it can lead to prices or sum assureds changing, and in the worst case a policy being cancelled from inception.
Fidelity Adviser Solutions: Cybercriminals exploit people, not systems here's how
Todays cybercriminals are shifting their tactics. They are increasingly targeting human behaviour rather than systems, using tactics like phishing, impersonation, and psychological manipulation to gain access. Understanding these threats is key to protecting you, your business, clients, and reputation. 5-minute read
Fidelity Adviser Solutions: Pension Schemes Bill what you need to know
With the Pension Schemes Bill now finalised and set to reshape the UK pensions landscape, employers and trustees must turn their focus to implementation. From value-for-money frameworks and scheme consolidation to new decumulation duties, the reforms introduce both opportunities and complexity. Fidelitys Sarah Webster highlights the key priorities and practical steps to help schemes prepare for what comes next. 5minute read
Fidelity Adviser Solutions: The simple 4-step guide to securing lifetime income
If youre looking to understand how a guaranteed income solution works on Fidelity Adviser Solutions platform, this short video is a great place to start. It walks you through the essentials in four easy-to-follow sections: what guaranteed lifetime income is, the quote process, income options and blending solutions. 12-minute watch
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.
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.
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.
BNP Paribas: AI: A sustainability risk and opportunity for long-term investors
Investors can help determine whether artificial intelligence becomes a net positive for societies and the environment. How they allocate capital and engage with companies and policymakers can play a vital role in the eventual impact of AI.
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.
LV= Protection conversation starters
Turn insight into action with LVs protection conversation starter guide. Drawing on findings from their Reaching Resilience research, find key prompts and questions you can bring into your client meetings to turn the conversation towards protection.
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.
CPD protection webinars from LV=
LV= offers a range of sessions that can help you with your protection business. Whether thats brushing up on product knowledge, exploring skills and techniques or keeping updated with the industry.
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.
Cirencester: Making protection part of everyday discussions
How do you get people to talk about subjects theyd rather avoid? We Brits are experts at ignoring things that make us feel uncomfortable. We are perfectly prepared to stick our heads in the sand and refuse to discuss things like money, ill health and death, hoping if we ignore difficult topics they might just go away.
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.