Industry news and views from Panacea and our partners.

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M&G: US Fed climbs down from rate hikes


This month’s video looks at the Fed’s dramatic shift to a more dovish stance, with an emphasis on patience.

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M&G: Outlook 2019: Emerging Market Debt


In this short video, fund manager Claudia Calich looks back at key drivers for emerging market debt in 2018 and examines what did and did not work for the Fund, before moving on to discuss key themes on the horizon for 2019.

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FundsNetwork: Taking the CII pension exams this April or just need a refresher?


FundsNetwork’s library of retirement technical videos can help you prepare for the CII pension exams, including a video focusing on exam techniques. The learning outcomes for each topic are listed against the different qualifications, to help you identify which subjects to focus on.

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M&G Investments: FTSE 100 celebrates 35 years – a bargain opportunity?


Watch this month’s video where, Investment Director, Ritu Vohora looks at the evolution of the FTSE 100 over the past 35 years and whether UK equities are a buying opportunity.

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Why Prudential for Risk Managed Funds?


This video explains how Prudential have positioned their funds so that they are able to perform as expected despite the heightened volatility in the markets due to Brexit and trade friction between USA & China. The key benefit of this video is that is shows how following components of the process come together to help develop funds to support advisers and their clients in achieving their financial goals. It also has good examples of how funds performed in times of extreme uncertainty in 2016.

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M&G: Nowhere to hide – a testing year for investors


In this month’s video, Investment Director, Ritu Vohora reflects on the return of volatility in 2018 and what it means for equities as we look ahead to the new year.

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Prudential Market Insights – September 2018


Phil Butler, Multi Asset Portfolio Manager for PPMG, discusses the exposure of Eurozone banks, the development of the US stance on trade, the surprise rise of UK inflation in July and if there

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M&G: BVTV: Where has all the volatility gone?


Volatility in the US Treasury market has broken records this summer, reaching lows not seen since the 1960s. This can’t just be attributed to the summer lull, so what has been going on? In this week’s episode of BVTV, Laura Frost, Investment Director looks at the opposing forces that have been at work, and examine what influence these have had on the US dollar. Inevitably, most answers lead back to president Trump.

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Emerging markets with Legg Mason


With talk of tariffs being imposed by the US, what does this mean for trade alliances around the world? In this video, Kim Catechis discusses the changing nature of emerging markets as well as the outlook for commodities, urbanisation and FinTech.

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Key Partnerships: Refer your Equity Release Cases...


The equity release market is continuing to break records, year on year, provide your clients with more retirement options, by referring equity release cases to Key Partnerships.  

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M&G: BVTV: Tech in 2018 vs 2000 – ‘don’t look back in anger?’


This week, M&G’s Stephanie Betts takes a look at how the tech sector in 2018 shapes up vs its 2000 predecessor; what are the similarities and differences between the two, and why is momentum (aka hope) currently winning out in the epic battle of earnings vs hope?

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How equity release could help all kinds of clients


Did you know that a rapidly growing number of over 55s are using equity release to help with their later life planning? And as a financial adviser, you’re ideally placed to help them.

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Baillie Gifford: Asia – The Stars Align – First Quarter 2018


Baillie Gifford Investment managers Ewan Markson-Brown and Roderick Snell discuss why they believe the stars are aligning for the Asia Pacific Ex-Japan region following a period of weak global growth and why they feel the outlook is positive for the region.

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Invesco: Investing in emerging markets: a political play


Watch two of our most experienced emerging markets investors discuss their outlook for equities and debt and where the risks and opportunities lie.

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Royal London: Investment Viewpoint: May 2018


Niall Aitken, Investment Actuary, explains how we manage risk in our Governed Retirement Income Portfolios (GRIPs).

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M&G: “Unelected Power”: an interview with Paul Tucker


Have central banks become “overmighty citizens”, with too much power and insufficient democratic input? If so, does it matter and what can we do about it?

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M&G Investments: The growing role of ESG in investing


In this latest video, Global Head of Distribution, Jonathan Willocks reinforces the importance of ESG principles when thinking about investments.

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Royal London: Our online service gives you more visibility


Our ‘send to client’ feature lets you see exactly what stage your online applications are at. This means even when you send an application to your client to complete medical details, you remain in control.

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M&G Investment: Rising interest rates and infrastructure


What is the impact of rising interest rates on infrastructure? In this 2 minute update, Alex Araujo, Fund Manager of M&G’s Global Listed Infrastructure Fund, discusses the impact of rising interest rates on listed infrastructure, what type of infrastructure tend to do well in this environment and what this means for client portfolios.

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M&G Investments: BVTV: A look at the US and UK bond markets


This week on BVTV, we take a look at a sophisticated indicator of US treasury yields and analyse the flattening of the UK gilt curve.

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M&G Investments: What’s in store for retail?


This week, Stefan Isaacs and Mario Eisenegger discuss the Toys “R” Us saga latest and the wider outlook for retailers.

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M&G Investments: Tariffs, trade wars and economic shockwaves


Will US protectionism lead to a global economic downturn, and what are the implications for the equity and bond markets?

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Royal London: What's next for workplace pensions? 


Watch Akademia’s new video where Jamie Clark of Royal London discusses the opportunities the workplace pensions market represents and what can happen when things go wrong.

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M&G: Active vs Passive – a fresh perspective


The fifth in a series of videos looking at the change in investor behaviour over the years and how asset managers have responded, Global Head of Distribution, Jonathan (Joffy) Willcocks gives his take on the active vs. passive debate.

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M&G Global Themes Fund Update


Jamie Horvat, fund manager of the M&G Global Themes fund discusses the recent changes to the fund with investment director, Henrietta Walker, which include changes to the fund objective, investment policy and name change.

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M&G: BVTV: Getting to the bottom of subordinated debt


After a great 2017, do AT1 bonds still offer value and what should you watch out for?

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M&G: Davos 2018: Are markets headed towards another financial crisis?


Coming from Davos at this year’s World Economic Forum, Jim Leaviss is joined by M&G’s CEO, Anne Richards, asking the question, are we going to see another financial crisis?

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M&G: BVTV: What you really need to know about the US tax reforms


Tune in for this week’s edition of BVTV, where M&G credit analyst Simon Duff gives us the bigger picture of what the reforms means for the tech and telecoms sector and bond market issuance.

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T. Rowe Price: Uncertain Times Call for a Dynamic Approach


T. Rowe Price’s Quentin Fitzsimmonds talks about the importance of a global opportunity set, and having the flexibility to exploit today’s peculiar investment environment.

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T: Rowe Price: In a Nutshell: Dynamic Global Bond


In a world where it’s harder than ever for bond investors to achieve all three of the traditional fixed income benefits - stable income, diversification and downside risk management - T. Rowe Price's Quentin Fitzsimmonds discusses how to get it right.

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Aviva Investors Multi-Strategy (AIMS) Target Income Fund Update


In this short video update Peter Fitzgerald, Global Head of Multi-Assets at Aviva Investors, discusses the performance of the AIMS Target Income Fund. He talks about some of the performance challenges, how these are being addressed and reveals how the fund is positioned going into 2018.

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T. Rowe Price: Finding the long term winners in Japan


T. Rowe Price’s Archibald Ciganer discusses his investment approach and how it benefits from a combination of local team coverage and the firm’s global research platform to identify powerful trends and the companies that can benefit from them.

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T.Rowe Price: Japan: Shareholders are benefitting from corporate reforms


T. Rowe Price’s Archibald Ciganer explains how corporate governance reforms are creating real and positive change in Japan.

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Our GRIPs turn 5


Our GRIPs turn 5

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FundsNetwork: Taking CII exams this October?


With pension exams fast approaching, why not take a look at our library of 36 pension technical videos to help you prepare? Topics range from defined benefit transfer issues to tax relief and lifetime allowance considerations. We also have a video on exam techniques, touching on strategies around the marking scheme and the best ways to approach your answers.

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Aviva Investors UK Property Fund performance and strategy update


In this short video Andrew Hook, Fund Manager for the Aviva Investors UK Property Funds, discusses the fund's improving performance and current strategy.

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M&G Investents: BVTV: The ECB, primary markets, and the insurance industry


This week on BVTV Anthony Doyle speaks with Dr. Wolfgang Bauer, M&G fund manager.

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M&G: Kicking off Finance


Fund Manager, Jim Leaviss is put through his paces by a hard-hitting, football loving journalist.

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Royal London: Review Service – Easy to use


Our new Review Service is designed to put more power in your hands. In just a few simple steps, you can show your clients exactly how their savings are doing – and what their future could look like.

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VitalityLife’s unique underwriting service


Watch our video which showcases our innovative, client-first approach to underwriting. 70% of our applications are accepted immediately, but if your client needs a medical screening we can get them covered in as little as 3 hours. Using our own fully-qualified Vitality Nurses, we do our own medical evidence collection with 90% UK coverage - a market first. Making VitalityLife’s underwriting process fast, simple and convenient.

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