Industry news and views from Panacea and our partners.

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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?

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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.

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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.

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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.

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Webinar: Artemis Global Income Tuesday 21 April, 10am


Register for an update on the Artemis Global Income Fund including the team’s latest analysis of global markets and what they believe will drive future capital flows

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Webinar: Unpacking the key drivers of the US equity market Wednesday 15 April, 10am


Amid geopolitical impact on markets, the Artemis US team will examine key structural drivers for US equities, the recent outpacing of small caps over large caps and whether broader market returns will persist.

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Aberdeen: Beyond commodities: investing in themes shaping the future


26 March 2026 09:00-10:00 Virtual event Discover how thematic equity strategies are helping investors access long-term forces reshaping the economy. Register now.

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Scottish Mortgage Investor Webinar: Your Questions Answered


At the latest Scottish Mortgage webinar, portfolio director Claire Shaw was joined by investment managers Tom Slater and Lawrence Burns to answer shareholder questions. Capital at risk.

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Webinar: Artemis UK Select


Thursday 9 April 10am Join to hear Ed Legget’s outlook for UK equites, what’s piquing the interest of international investors and the latest portfolio positioning and performance drivers.

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Schroders: Spotlight series 2026 Reframed Macro Strategy - escalation in the Middle East


We have reframed this Thursday’s Macro Strategy webinar to focus on the investment implications of the ongoing conflict across the Middle East. This will bring you insight from some of our leading strategists and investors.

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Artemis: Webinar: Why the emerging markets revival has only just begun - Tuesday 10 March 10am


While valuations remain a key attraction of emerging markets, Artemis’ fund manager Raheel Altaf will discuss the improving fundamentals and long-term structural trends that further enhance their attractiveness for investors.

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M&G: PruFund update, market insights, performance drivers and more...


26 February | Sign up now for an insight-rich session with our investment specialists, designed to equip you with practical, actionable takeaways – making it easier to translate market movements and product updates into meaningful client discussions.

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Scottish Mortgage Investor Webinar: Your Questions Answered


Tom Slater and Lawrence Burns invite you to join them for the Scottish Mortgage Investor Webinar on Wednesday 4 March 2026, from 11.00–11.45am. This is your chance to get answers directly from the managers, who will spend the session responding to your questions.

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Webinar: Evidence in Action - Classic Insights, Modern Markets


Markets are more unpredictable than ever - but the right perspective can turn uncertainty into opportunity.

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Fidelity Adviser Solutions Webinar: Financial planning considerations at tax year end


The end of the tax year is always a critical time for advice practitioners and 2026 could bring significant changes following the Government Budget announcement. Are you ready to navigate what’s new and what’s next? Join Fidelity experts Paul Richards, Paul Squirrell, and Jon Hale on 22 January 2026 for an exclusive 45-minute session designed to help you deliver the best outcomes for your clients.

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Register now: Rathbones UK Opportunities Webcast, September 30 2025


Overseas investors are buying UK equities again. It helped the FTSE All-Share outperform the S&P 500, the Nasdaq and the Euro Stoxx 600 year to date. What do foreigners see that domestic investors don’t? And what are they ignoring?

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Charles Stanley: Quarterly MPS Webinar - Sept 2025


24/09 at 10am. Join us for our 2025 MPS Webinar Series updating you on our Managed Portfolio Services.

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Aberdeen: MyFolio Q2 Webinar


16 July at 10am. Join Aberdeen Investments for the next MyFolio quarterly webinar featuring Katie Trowsdale, Head of Client Investment Solutions, and Sree Kochugovindan, Senior Research Economist.

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Charles Stanley: Quarterly MPS Webinar - March 2025 - Charles Stanley


In each webinar we will discuss the economic outlook and how this guides our portfolio strategy and explore.

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Artemis: Webinar: Is your global income fund ready for the next decade?


Tuesday 18 March, 10am Jacob de Tusch-Lec will discuss how he is positioning the Artemis Global Income Fund for the next decade, hunting for income outside the usual suspects and in underappreciated areas amidst a regime change for global markets.

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Scottish Mortgage Investor Webinar: Your Questions Answered


In this recent webinar, Tom Slater and Lawrence Burns discuss the topics on shareholders’ minds, from the impact of the Trump administration and investing in China, to artificial intelligence and portfolio positioning. Capital at risk.

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Webcast - Pictet Strategic Credit


Please join us for a webinar on our Strategic Credit strategy exploring the potential benefits of a global unconstrained approach in today's evolving financial landscape.

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Register now: Rathbones Asset Management Multi-Asset Webcast


Rathbones Asset Management is delighted to invite you to their upcoming webcast on 26 February at 10.OOam with Will McIntosh-Whyte, fund manager of the Rathbone Multi-Asset Portfolios.

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M&G Wealth: Pensions, death and tax


10am - 23 Jan 25. In this session, Les Cameron (Head of Technical, M&G) takes a walk through the pension death benefit landscape – where we've been, where we are right now, and what the future may hold.

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T.Rowe Price: Webinar: Structured Research Equity Analyst Spotlight


11th December, 3pm One of the enduring strengths of our Structured Research Equity strategies is that they provide access to the thinking and insights of our deep research expertise in its purest form. Our Analyst Spotlight webinar allows you to hear directly from these analysts.

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Webinar: Artemis US equities


With the election out of the way, join Cormac Weldon and Olivia Micklem on Tuesday 26 November 10am,as they discuss their approach to running the ‘high-conviction’ Artemis US Select and US Smaller Companies funds. The team’s flexible and pragmatic approach to stock-picking has delivered returns across the market cycle, with both funds celebrating their 10-year milestones this year.

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Register now: Rathbones Asset Management Fixed Income Webcast – Bryn Jones’ 20-Year Anniversary


Rathbones Asset Management is delighted to invite you to their upcoming webcast on Tuesday 3 December at 10.00am (GMT) as Bryn Jones, Head of Fixed Income, celebrates his 20-Year Anniversary.

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J.P. Morgan Asset Management Guide to the markets Q4 webcast


Join Chief Market Strategist for EMEA Karen Ward and Global Market Strategist Hugh Gimber as they address the outlook for the economy and markets in the coming quarters.

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T. Rowe Price: Webinar: Navigating Market Shifts Between Euphoria and Despair


Join our Global Focused Growth Equity Team as they discuss the opportunities they are seeing in this volatile environment, what it means for the portfolio, and their outlook for the rest of the year.

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Artemis short-dated global high yield webinar


Tuesday 22 October, 10:00am What if we said that you could get equity-like returns, with less than half the volatility, and in an asset class that offers diversification away from momentum and volatile macro-economic sentiment? Where does this opportunity lie? In short-dated high yield bonds.

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LV= Market Perspectives: In conversation with Samantha Brownlee


Our Chief Investment Officer, Adam Ruddle, recently met with Samantha Brownlee, Portfolio Manager, UK Equities at BlackRock to discuss whether we are seeing a turning tide for UK equities and where Samantha can see lasting opportunity.

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Register now: Rathbones Asset Management Multi-Asset Webcast


Rathbones Asset Management is delighted to invite you to their upcoming webcast on 23 October at 10.OOam with David Coombs, Head of Multi-Asset Investments.

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Artemis: EM webinar: Has Chinese New Year come early?


China has announced a broad package of monetary stimulus measures, and while the actions were not surprising, their magnitude was larger than had been anticipated. Register for the Artemis emerging markets webinar with Raheel Altaf on 1 October at 10am for his views on this and the wider asset class.

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Artemis UK Select webinar


On Tuesday 17 September 10am, Fund manager Ed Legget will explain his process to exploit the undervalued growth potential in world-leading companies on offer in the UK. Ed will provide an update on improving macro conditions, with the UK now looking more stable than many of its developed market peers

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M&G Wealth: Pensions - why higher rate tax payers (don't) always get 40% tax relief


15 August - 10am: On this event, Mark Devlin, Senior Technical Manager will look at how tax relief operates for individuals, third parties and employers. He'll also talk through case studies which will help to explain how better outcomes for clients can be achieved.

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Webinar: Why now is the time for a value play in Europe


Philip Wolstencroft, manager of the Artemis SmartGARP® European Equity Fund [link this text], observes that over the long term, share prices follow the direction of companies’ profits. His investment approach is currently signalling value in European equities.

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Webinar: Artemis Income Fund – where capital matches conviction


Tuesday 16 July, 10am BST. Join Artemis fund managers Andy Marsh and Nick Shenton as they discuss their unashamedly active approach to selecting companies that can sustain and grow an attractive cash flow. For the team, the benchmark exists only for comparison and calibration, resulting in low exposure to the top 20 stocks in the UK Market. They will share their process to achieve idiosyncratic total returns, unlike any passive exposure to the UK market.

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Register now: Rathbones Asset Management Multi-Asset Webcast


Rathbones Asset Management is delighted to invite you to their upcoming webcast on 17 July at 10.00am with Will McIntosh-Whyte, fund manager of the Rathbone Multi-Asset Portfolios.

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Baillie Gifford Managed Fund update webinar


Investment manager Iain McCombie joins client relationship manager David Rolland to discuss his current views and portfolio positioning for the Baillie Gifford Managed Fund. Capital at risk.

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