Industry news and views from Panacea and our partners.
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Schroders: Geopolitical risk cant be forecast but investors can control their instincts
Rather than focusing on daily headlines and social media posts, investors need to view geopolitical shifts in a broader context.
Aberdeen: Real Assets: why space and time matter more than ever
Europes energy transition depends on resilient networks and flexibility.
BNY: 3 equity market observations
Murdo MacLean shares Walter Scotts perspective on three headwinds facing equity markets.
Artemis: How will the Feds new leadership impact bond markets?
As Kevin Warsh takes the helm of the US Federal Reserve, he inherits a divided Federal Open Market Committee (FOMC), a president liable to publicly criticize and the spectre of rising inflation. He has also suggested that things need to change at the Fed. These challenges make it hard to predict what course he will plot.
Quilter: An Introductory Webinar
The Quilter Smoothed Funds are designed to provide your clients with a simpler, steadier, and smoother way of investing. Watch where the funds might be useful for your clients, some of their key features, and also how they will be managed. Watch the webinar on demand
Quilter: Gilts Under Pressure: When Politics Meets Market Expectations
Recent UK local election results have raised questions about political stability, fiscal discipline, and the outlook for government bonds.
Quilter: Advising with empathy: why recognising and recording client vulnerability is important
Why recording client vulnerability matters: how advisers can spot change early, adapt advice and use the Quilter platform to deliver better outcomes.
Quilter: May the risks be with you
May is traditionally a month for reflection in markets, with the adage sell in May and go away highlighting a historical trend.
Why Technical Expertise Alone Is No Longer Enough to Win Clients
As AI makes information more accessible and client expectations continue to evolve, one question is becoming harder to ignore: what are clients really paying for? If youve not yet listened to the first episode of Panacea Conversations, John Dashfield explores why communication, trust, emotional intelligence, and the quality of your first conversations may now be your greatest competitive advantage. If youre focused on attracting better clients, improving conversions, and building deeper client relationships, this is a conversation worth hearing.
SpaceX: Pre IPO Briefing Note Scottish Mortgage
Given the materiality of the SpaceX position within the Scottish Mortgage portfolio, and in light of recent speculation and uncertainty surrounding a potential SpaceX IPO, this communication aims to provide shareholders with greater clarity and transparency.
Webinar: Artemis Corporate Bond
Thursday 28 May 10am Register to hear from fund manager and head of fixed income Stephen Snowden on his latest macro views and the impact for the asset class including credit spreads, gilts and why the team disagree with the rate hikes the market is pricing in.
Artemis Webinar: Why now for High Yield
Tuesday 19 May 10am Join Artemis bond managers Jack Holmes and David Ennett as they discuss how short-dated high yield bonds are delivering attractive risk-adjusted returns particularly valuable when markets face uncertainty and why technicals point to spreads holding or tightening further.
Pictet: National security and environmental risks: dual threat to portfolios
Risks from biodiversity loss, climate change and geopolitical conflict are converging to cause potential shocks to financial markets. Investors can no longer afford to ignore these dynamics.
Aberdeen: Equities: AI rivalry shared ambition, different paths
AI leadership isnt just about better models. Its about deployment, power and productivity. We examine how the US and China are taking different routes to economic impact.
BNP Paribas: Multi-Asset Investments Views: Dont look back in anger
From a financial market perspective, the Iran war closely resembles previous geopolitical shocks: a sharp but short?lived sell?off followed by a rapid and near?complete recovery in risk asset prices.
BNP Paribas: Long-term asset allocation A resilient world
For all the shocks following the inauguration of Donald Trump as US president, the word most often used when discussing the economic outlook has been resilience.
Pictet: Under new management: what bond investors should know about a Warsh-led Fed
Kevin Warsh is set to be confirmed as the new chairman of the US Federal Reserve. In this Q&A, Mickael Benhaim, head of fixed income investment strategy and solutions at Pictet Asset Management, explains what investors should expect from a Fed chief that has been publicly critical of how the US central bank conducts monetary policy.
Schroders Equity Lens May 2026: your go-to guide to global equity markets
Earnings are soaring, and Taiwans index weight overtakes Chinas.
Aberdeen: Equities: quality investing tested, questioned and still relevant
After one of its toughest periods in decades, quality investing has been put under the spotlight. We explore why quality has struggled, whats changing, and why discipline, valuation and fundamentals still matter over the long term.
Cura: Practical Protection Podcast: The Value of Lasting Powers of Attorney
The latest podcast is focused upon Lasting Powers of Attorney. I am not an expert in this area, but I am sharing what my personal experience was of having these in place for both of my parents, when tragedy struck.
Aberdeen: Fixed Income: why short-dated bonds can build resilience in uncertain markets
Can short-dated bonds help portfolios stay resilient when uncertainty rises? Lower volatility, smaller drawdowns and income-led returns explain why investors should look again at short-dated fixed income.
BNY: 3 Ways to rethink portfolios in today's volatile markets
Volatility has picked up as the conflict in the Middle East enters its second month. Higher oil prices are increasing inflation uncertainty and raising questions about global growth.
BNP Paribas: Reassessing Europe: The case for a multi-asset total return approach
Following a prolonged period of being under the radar, Europe is increasingly coming back into global investors focus.
Pictet: Ahead 2026
Discover the trends that will help shape the future of investments -our latest Ahead report brings you actionable insights from top investment minds and global thought leaders.
Schroders: Geopolitical risk cant be forecast but investors can control their instincts
Rather than focusing on daily headlines and social media posts, investors need to view geopolitical shifts in a broader context.
Pictet: Feeding the world with bio-agriculture
A growing population and changing climate may put strain on the worlds food production. A new generation of biostimulants could help solve the problem while protecting our environment.
BNP Paribas: AIs growing influence on fixed income markets
While much of the attention around AI has centred on equities, the technology is increasingly impacting bond markets through new issuance, business model disruption, and enhanced investment processes.
Aberdeen: Macro: finding conviction in a world of higher geopolitical risk
Geopolitics is increasingly driving inflation, volatility and returns. Frequent supply shocks challenge traditional diversification assumptions. In a changing world, what matters most for investors and how should portfolios evolve?
BNY: Vantage Point: Pressure Points Q2 2026
Welcome to another edition of Vantage Point, the quarterly economic and markets outlook from the BNY Investment Strategy & Research Group
Schroders: Monthly markets review - April 2026
An overview of global markets in April, as equities staged a strong recovery with Asian emerging markets leading the way.
Schroders: Turning uncertainty into opportunity: Active diversification through Global Multi-Asset Portfolios
Our latest multi-asset perspectives highlight why active diversification matters now and how our multi-asset solutions are built to adapt as market conditions evolve.
Aberdeen: House View: staying invested, but trimming risk after the rebound
Equity markets have rebounded sharply from the initial Middle East shock. The ongoing global economic expansion supports staying invested across markets with strong fundamental drivers but elevated geopolitical risks argue for trimming exposure and adding diversification.
BNY: Job market hanging in there
Recent jobless claims data point to a resilient U.S. labor market, with both initial and continuing claims remaining low and signaling that unemployment is still contained. Although job growth has softened and remains subdued, Marchs job growth of 178,000, the highest since 2024, is encouraging. Our constructive outlook still holds despite continued uncertainty related to the war in the Middle East.
BNP Paribas: Barometer: Prospects for US, emerging market stocks remain strong
Applying an absolute return approach to investing in convertible bonds has historically provided steady returns for investors across various market cycle: returns remained resilient during, for example, the COVID pandemic and the Ukraine war. Even now, with the Iran conflict, this approach has continued to be a safe heaven.
Pictet: Barometer: Prospects for US, emerging market stocks remain strong
Even though there is no end in sight to the Iran conflict, the outlook for both emerging market and US equities remains positive; we upgrade both to overweight.
Artemis - 25 Years of Smarter returns
Smarter than ever? As SmartGARP reaches its 25-year milestone, founder and fund manager Philip Wolstencroft discusses why he creating the stock picking process, why it will outlast him, and the importance of focussing on the data.
BNP Paribas: Multi-Asset Views: Potential opportunities through diversification
BNP Paribas' Laurent Clavel discusses the effects of current geopolitical volatility on markets and how diversifying across asset classes could offer investors better risk-adjusted returns.
Schroders: When markets test conviction, trust the process
In highly volatile markets the pressure to act can be overwhelming. A disciplined investment process helps resist costly reactions.
Aberdeen: How multi-asset solutions such as MyFolio align with FCA CP26/10
Recent FCA proposals reinforce the role of outcome-oriented portfolios. Heres why.
BNY: Markets since Iran conflict
Markets are reacting to the Middle East conflict with sharp moves across asset classes, signaling broad risk repricing and shifting safe?haven behavior. While volatility is elevated, fundamentals like earnings growth continue to support our constructive outlook.