Industry news and views from Panacea and our partners.
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Baillie Gifford: Smarter insurance for a less risky future
The insurance industry is being transformed by technological change from drones to driverless cars. Baillie Giffords Duncan Sutherland considers how this will shape the future. Capital at risk and income not guaranteed.
Aviva Investors: In brands we trust
The tech-driven trend toward direct-to-consumer is transforming consumer brands, their intermediaries and their marketing. Intimate relationships with customers and new shopping experiences are alluring, but companies must tread a fine line between hyper-personalisation and intrusion.
Scottish Mortgage on the future of space travel
A trip to Mars may not be high on the average persons to-do list, but Scottish Mortgage is prepared to embrace the radical thinkers and their companies striving to get us there. Capital at risk.
Aviva Investors: Taming of the few
Regulatory authorities around the world are targeting the big US tech giants. However, while investors need to keep a watchful eye on developments, Big Techs stranglehold and influence on numerous economic sectors will be hard to loosen.
Aviva Investors: China's Big Tech crackdown
Like Washington and Brussels, Beijing is worried about the growing power of large technology companies. But Chinas regulators are taking swifter, more radical action than their peers in the West.
Baillie Gifford: Scottish Mortgage on the visionaries driving the future of healthcare
With innovative management teams and breakthrough-inspiring cultures, Moderna and Illumina have the technology and vision to progress a new era of healthcare. Capital at risk.
Square Mile Research: Survive and thrive
Its hard for this industry to change - people dont like change - and if you do tweak what you are doing, is it considered improvement or change?
AXA IM: Biotech and the battle to beat COVID-19
Will the unprecedented speed of innovation deliver the solution so desperately needed, bringing current health crisis to an end?
Orbis: Is it time to redefine technology?
As we noted in our August commentary, stockmarket indices often do a poor job reflecting market reality. While benchmarks are indispensable for measuring investment performance, they can be misleading when it comes to understanding the true positioning of a portfolio.
AXA IM: Why now could be a good time to invest in global technology?
Jeremy Gleeson discusses investment themes within the sector, current valuations and the impact of the US elections.
Rathbones In the KNOW blog: How technology can improve air quality
When people think about sustainable investing, they often focus on just the narrow topic of how a company itself operates in an environmentally friendly manner. But sustainability is about more than a businesss immediate environmental impact. David Harrison explores the pivotal role tech is playing during the pandemic.
AXA Investment Managers: Is a vaccine for coronavirus on its way, and what are the challenges?
Peter Hughes, PhD, Fund Manager, Healthcare Strategies at AXA IM, gives his view on the current trials to develop vaccines and treatments for COVID-19, and what the challenges and next steps might be.
Baillie Gifford: The Digital Archipelago
Two of Southeast Asias biggest nations are following china into rapid tech-led growth says Ewan Markson-Brown, co-manager of Baillie Giffords Pacific Fund.
Square Mile Research: Talking With: Suhail Shaikh
Talking fintech, diversity and the Blinkist app with Suhail Shaikh, Chief Investment Officer, Fulcrum Asset Management and Richard Romer-Lee, Square Mile.
Invesco: The Streaming Wars
As competition for streaming services increase, fixed income credit analyst Ed Craven gives his view on the likely winners and losers.
Orbis Investments: When expectations and reality diverge
On July 17th, something odd happened in the stock market. Netflix released its quarterly results, reporting that revenue had grown by a whopping 26% year-on-year. That is equivalent to doubling revenues every three years, and it puts Netflix squarely among the fastest-growing 10% of companies globally. But stranger things have happened than Netflix growing quickly. Almost immediately, the companys stock fell more than 10%.
Aviva Investors: Private wants, public needs: Creating better incentives for technology, pharma and infrastructure
With society facing many urgent and complex challenges, deciding who is best-placed to deliver solutions has become an emotive and often political subject. We assess whether there is a better way to utilise the skills and resources of the public, private and third sectors for the greater good.
Baillie Gifford: Space- the final investment frontier
Entrepreneurs on the west coast of America are stepping up spending on space. Luke Ward, investment manager, discusses how this new space age might impact investment in this episode of Baillie Giffords podcast Short Briefings on Long Term Thinking.
Aviva Investors: Sherpas or satnavs: The advisory conundrum
With robust tools and guides, investors can improve their chances of reaching their desired financial destination rather than taking a wrong turn.
Baillie Gifford: Amazon Head in the Cloud
In the eyes of Amazon boss Jeff Bezos, the likely impact of the Cloud is still not fully understood. He sees it as a fundamental change in computing that will play out over decades. Scottish Mortgages Tom Slater considers the opportunities this might present.
Baillie Gifford: Amazon - Streaming the Future
Following a meeting with Amazon CEO Jeff Bezos, Scottish Mortgage manager Tom Slater considers the online giants prospects in the areas of broadcasting, music and gaming with a traditional media and entertainment industry thats in flux.
Scottish Mortgage Invest in Progress
Scottish Mortgage is the UKs largest investment trust. Join joint managers James Anderson and Tom Slater, as they discuss why they believe that it is the impact of a very small group of exceptional companies leading fundamental change in industry, the economy and society that is driving returns for long-term investors. Watch the film to discover how they invest in this progress. Capital at risk.
Legg Mason: Is semiconductor growth over? Think again
Makers of semiconductors are seeing valuations hit amid a cyclical downturn, but the future long-term growth picture remains intact.
Baillie Gifford: Brave New Worlds
Talking to companies on the frontiers of science and manufacturing not yet on the radar of many investors is essential to a long-term investment view, says Kirsty Gibson. Read this and more in the latest issue of Enlightenment, the fund magazine from Baillie Gifford.