Industry news and views from Panacea and our partners.
Schroders
Schroders: Economic and Strategy Viewpoint - Q1 2026
While global growth is holding up better than expected, rate cuts risk reigniting inflation.
Schroders Equity Lens February 2026: your go-to guide to global equity markets
Schroders review Magnificent-7 spending, AI investment impacts on cash flow and ROI, EM’s strong start to 2026, US equity trends, and value equities’ correlation with AI stocks.
Schroders: Monthly markets review - January 2026
A look back at markets in January when emerging market shares and commodities performed strongly.
Schroders: Our multi-asset investment views - January 2026
We have downgraded our view on commodities to neutral but continue to like gold as a diversifier.
Schroders: How Gen Z is rewriting the rules of consumer engagement
Gen Z’s digital-first approach to consumption rewards the most agile brands and poses challenges to established business models. Global equity investors need to be alert to the market mispricing that may ensue.
Schroders: Global developments in sustainability policy and regulation Q4 2025
We highlight the latest sustainability policy milestones that are shaping the investment industry.
Schroders: Is everything becoming AI - and how can you respond without selling equities?
Value equities can play an important diversifying role, but only if done properly. Passive approaches will fail to deliver.
Schroders: Gold and gold equities: after a record-breaking rally, what lies ahead?
Not since the crises of the 1970s has gold performed as strongly as in 2025, continuing into this year. Geopolitical uncertainty plays into short-term price movements, but what is the bigger picture?
Schroders Adviser Forum: investor insights in a world of evolving risk and opportunities
What happens in the headlines doesn’t necessarily happen in the financial markets. But headlines do spark fear and uncertainty. In today’s complex and uncertain world, the role played by advisers in offering trusted guidance is critical.
Schroders: chroders Credit Lens January 2026: your go-to guide to global credit markets
Tight valuations leave little room for error against M&A and AI related risks.
Schroders: Buybacks in the UK are increasingly popular. Here’s how they could be better.
Share buybacks can benefit investors, but UK firms are at a competitive disadvantage compared with those in the US.
Schroders Equity Lens January 2026: your go-to guide to global equity markets
A sign of a “healthy” bull market, and how to hedge against AI risk without selling equities
Schroders: Emerging markets debt investment views - January 2026
After three years of strong returns, we think EMD still has more to give, with the recent recovery in fund flow likely to gain more traction.
Schroders: Venezuela and the widening gap between geopolitics and viable energy investment
Oil remains important enough to spark military action. That in itself does not reduce the investment risks of discovering, extracting and refining oil products.
Schroders: Quarterly markets review - Q4 2025
A look back at global equity and bond markets in the fourth quarter of 2025, as many markets posted strong returns for the year and showed signs of broadening beyond a narrow group of technology stocks.
Schroders: 10-year forecasts: what returns do we expect from major asset classes 2026-2035?
Our latest forecasts for absolute returns from 2026-2035 for various asset classes including cash, equities, fixed income and commodities.
Schroders: Year Ahead 2026: Asian Equities
Asia delivered standout returns in 2025, powered by AI-driven capex and improving governance, but with performance sharply diverging across markets. What will 2026 bring?
Schroders: AI economic scenarios: revolutionary growth, or recessionary bubble?
Investors’ focus into 2026 is turning increasingly to AI-related risk: is it a stock market bubble that is about burst, tipping the US into recession? Or is it the onset of a third industrial revolution? And what would either scenario mean for the global economy, financial markets and society?
Schroders: Schroders Equity Lens December 2025: your go-to guide to global equity markets
How have 2025’s valuation and earnings shifts impacted the appeal of US vs non-US equities?
Schroders: Outlook 2026
Where to find resilience and returns against a backdrop of uncertainty, volatility and opportunity: our experts look ahead to 2026.
Schroders: A snapshot of the world economy in Q4 2025
Our latest economic snapshot outlines revised global growth and inflation forecasts, examines diverging policy paths across major economies, and considers the impact of a newly dovish Fed on markets.
Schroders: Our multi-asset investment views – November 2025
We maintain a positive view on equities, supported by steady growth, Fed easing and resilient earnings. Credit has been upgraded to neutral after a reset in spreads, while we turn negative on energy as we expect supplies to exceed demand forecasts.
Schroders: What's next for US equities?
The US economy and equity markets show continued signs of strength, even amid concerns about tariffs and Fed policy. As always, investors may benefit most from focusing on company fundamentals and not trying to gauge the impact of short-term trends.
Schroders Equity Lens November 2025: your go-to guide to global equity markets
What does big tech’s capex splurge mean for valuations?
Schroders: Unconstrained fixed income views: November 2025
The absence of official US economic data has been clouding the view of the economy, with the limited published data generating mixed signals. Now the US government shutdown is over, we expect this economic fog to gradually lift.
Schroders: 2025 UK Adviser Survey: adapting to new realities
The Schroders UK Financial Adviser Annual Survey offers a unique snapshot of how advisers across the country are responding to the shifting investment landscape.
Schroders: Is the bull market in gold over already?
There has been a sharp downturn in the price of bullion and gold equities. What has caused it, and where does it leave the outlook for gold from here?
Schroders: How AI is changing search, and what it means for Google, ChatGPT and the open web
The use of generative AI in search is on the rise and has profound implications for search engines like Google, as well as for companies who rely on clicks to make sales.
Schroders: What’s in your wrapper? How access to private markets is evolving for UK investors
As new routes to access private asset classes open through investment platforms, pensions and – soon – mainstream ISAs, wealth managers and advisers have an opportunity to bring greater diversification to client portfolios.
Schroders: Our multi-asset investment views - October 2025
Despite increased concerns of a "soft patch", a government shutdown and ongoing risks around tariffs, we continue to view the risk of recession in the US as low for now. Find out more in our latest multi-asset views.