Industry news and views from Panacea and our partners.
Industry News_
Aberdeen: Emerging markets: a heritage built through every cycle
Aberdeens panel discuss navigating EM volatility through cycles, supply-chain resilience and a diversified, all-cap approach.
Aberdeen: Fixed income outlook: finding opportunity in uncertainty
Aberdeen examine the repercussions of recent global events including in the Middle East, with a focus on how these developments are influencing economic growth and inflation, as well as shaping the trajectory of global monetary policy.
Rathbones Asset Management Article: From luxury to necessity: air-con and ventilation
Britain may not be built for heat, but its future increasingly demands that it is. Rathbone UK Opportunities Fund Manager Alexandra Jackson and Rathbone Greenbank Global Sustainability Fund Manager David Harrison explore the investment case behind cooling, ventilation and climate resilience.
Aberdeen: Where do interest rates go if growth weakens but inflation increases?
Rising interest rates are back, but why? What does this mean for inflation, growth and equities?
Rathbones Asset Management: American postcard: SpaceX, stock tips from bellhops, and the AI gold rush
In his latest American postcard, David Harrison looks past the spectacle of one of the largest-ever stock raises to ask whats really moving markets. Follow the money pouring from AI model owners and hyperscalers to the chipmakers, suppliers and industrial firms standing in front of an enormous wave of spending.
Artemis: Webinar: What's driving US Small caps?
After years of large-cap dominance, the Russell 2000 has outperformed the S&P 500 year to date: is there more to come? Join the Artemis team as they discuss why they believe broadening earnings, attractive valuations and cyclical tailwinds put US small caps in a strong position for future growth.
Baillie Gifford: Mega-caps, ecommerce and SAINTS
In this episode of Upfront, James Budden and James Dow discuss recent developments in Baillie Gifford's investment trusts, the case for active investing in concentrated markets, and Sea Limited's ecommerce growth in Southeast Asia. Capital at risk.
Scottish Mortgage Podcast: In Conversation with Gopuffs Co-Founder
From late-night convenience to everyday essentials, Gopuff is rethinking how people shop. Scottish Mortgage has backed Gopuff since 2021 and in the latest episode of Invest in Progress, co-founder Yakir Gola discusses the company's long-term ambition.
Scottish Mortgage Manager Insights: Lawrence Burns
Lawrence Burns reflects on the past 12 months and what the agentic era of AI could mean for growth investors.
Scottish Mortgage Manager Insights: Tom Slater
From AI infrastructure and space-based connectivity to digital finance, Tom Slater reflects on a year defined by disruption and opportunity.
How to Stand Out on LinkedIn and Attract New Career Opportunities
Friday, 10th July, 1:30pm BST (Live session)
Aberdeen: MyFolio Q2 webinar
22 July 9:30-10:30am Join Aberdeens MyFolio Q2 webinar featuring the latest macroeconomic outlook and review of the MyFolio fund ranges.
YouGov: Are Consumers Getting Better Outcomes as a Result of the Consumer Duty?
Nearly three years after the introduction of Consumer Duty, are firms delivering the improved outcomes the FCA intended? Drawing on insights from more than 65,000 UK consumer interviews, this on-demand webinar from YouGov explores how perceptions of financial services have evolved since implementation. Discover which sectors and brands are leading the way, where gaps remain, and how different customer groups, including vulnerable consumers and younger generations, view their experiences today. Gain valuable insight into the latest Consumer Duty trends and what they could mean for firms looking to strengthen customer outcomes.
Rathbones Asset Management: Don't buy the UK, buy the right UK companies
The UK stock market is far more interesting than the headlines suggest, if you know where to look. Rathbone UK Opportunities Fund Manager Alexandra Jackson explains where shes finding great companies.
Getting Better Results from AI: The RTCC Framework
Artificial intelligence is only as good as the instructions you give it. If youve ever asked AI a question and received an answer that felt generic, vague or simply not quite right, dont be too quick to blame the technology.
The Golden Rule of AI for Financial Advisers: Protect Your Client Data
Artificial intelligence has the potential to transform the way advice firms work, helping to reduce administration, improve efficiency and free up more time for clients. But before embracing AI, there is one principle that should never be overlooked
Beyond the Hype: The Four Pillars of AI Assistance for Financial Advisers
Artificial intelligence has quickly become one of the biggest talking points in financial services. But once you look beyond the headlines, many advisers are left asking the same question: What would I actually use it for? If your only experience of AI has been asking it to write the occasional email, youre only scratching the surface.
FCA Pressure vs the Clock: Why UK Advisers Are Facing an Efficiency Crisis
For many firms, the biggest barrier to growth is no longer attracting new clients, its finding the capacity to service them without increasing costs or placing additional pressure on advisers and support staff.
M&G: Trusts School Session 3 reminder
Join Session 3 of our Trusts School series to explore key trust types, when to use them, and the pitfalls advisers need to watch for.
M&G: What is a safe haven now?
Are traditional safe haven assets still delivering? Explore how changing market conditions are reshaping where resilience can be found.
The Prudential Guaranteed Income Plan
With gilt yields at their highest levels since 2008, now could be the time to lock in attractive, guaranteed returns for your clients.
The hidden cost of sitting on the sidelines
When markets fall sharply, moving to cash feels like the best option. But the evidence tells a different story. Analysis of global equity markets from 1995 to 2025 shows that a £10,000 investment left fully invested would have grown to approximately £120,000 - an annualised return of 8.7%. Miss just the 30 best trading days over that period, and the same investment is worth around £33,000. That's the cost of trying to time the market.
Baillie Gifford: Inflation risk: the quiet test of retirement income
Protecting spending power is a key challenge for long-term investors. Steven Hay explores how the Baillie Gifford Monthly Income Fund seeks to provide monthly income while preserving long-term value. Capital at risk and income not guaranteed.
Panacea Conversations - Beyond the Questionnaire: Rethinking Attitude to Risk
Attitude to Risk is one of the foundations of good financial planning, yet its often reduced to a questionnaire and a risk score. In the latest episode of Panacea Conversations, compliance expert Tony Catt explains why the real value lies in the conversations behind the questionnaire. We explore adviser bias, client psychology, capacity for loss, vulnerability, and why risk shouldnt be viewed solely through an investment lens. If you want to strengthen your Attitude to Risk process, this is a conversation worth hearing.
Aberdeen: Emerging markets: stay ahead as perceptions shift
For many investors, emerging markets still carry familiar labels: volatile, complex and difficult to own.
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.
Artemis: AI changes everything so why do you have the same portfolio?
Every investor seems to know and accept that AI is changing the world. But what many seem to be overlooking is the speed of change in AI itself.
LV: Making protection personal to every client
In the same way your protection recommendations are unique to every client, your conversations shouldnt be a one-size fits all either. Explore how to make protection conversations more personal, with insights from their Reaching Resilience research into different client types needs including first-time buyers, parents and the self-employed.
BNY: Expectation: the retirement spending conundrum
Clients spending plans are a pivotal input to retirement planning, but rarely clear. We explore why estimates miss the mark and how advisers turn uncertainty into workable strategies.
BNP Paribas: View from the markets: Too much of a good thing
Recent volatility in global technology shares has been partly caused by better-than-expected US economic data which led to market expectations for higher fed funds rates in the future.
Schroders Equity Lens June 2026: your go-to guide to global equity markets
When valuations are at current high levels, the case for equities hinges strongly on earnings.
LV= Protection: Roadmap to recovery
LVs client-friendly Roadmap to Recovery guide shows the difference Income Protection can make if injury or illness prevents someone from working. It highlights the financial and emotional impact of recovery with and without Income Protection, helping bring the value of cover to life.
BNY: A broader foundation for earnings growth
Although companies benefiting most directly from AI-related capital spending are the main drivers of higher earnings, strength is no longer confined to that group. Earnings across the broader market remain solid and are expected to grow more than 10% this year and next, suggesting the risk of concentrated market leadership may not be founded.
Artemis: Why do most investors ignore the biggest driver of returns?
When something sounds too good to be true, it usually is. So if I told you most fund managers could boost long-term returns by paying more attention to a single metric, your reaction would likely be one of scepticism.
Bite-Size Claims with Cirencester Friendly - Episode 4
Its common to be asked what and how a client is paid in the event of a claim. Our Claims Team chat you through what to expect, and what could potentially impact your clients benefit.
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.