Industry news and views from Panacea and our partners.
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M&G: Weekly market commentary - available now
The weekly market commentary from the investment experts at M&G Life Investment Office for you to read and theres also a customer-friendly version to share directly with your clients.
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.
AXA IM: China's persistent deflation constrains market broadening
In December, Chinas rate of inflation accelerated at its fastest pace in nearly three years, primarily driven by higher food prices.
AXA IM: Multi-Asset Investments Views: Homeward bound
The US Federal Reserve (Fed) delivered its third interest rate cut in a row in December - despite the absence of much public macroeconomic data due to the US government shutdown, and questions hanging over the quality of some of the data which was subsequently published.
Pictet: The de-USification trade rolls on
Emerging market debt grows increasingly attractive in a world of volatile US policy
Aberdeen: MyFolio 2025: award-winning multi-asset investing
Celebrating 15 years of clarity, confidence, and client-first investing
Artemis: The Macro Outlook
In this short video, we ask our fund managers where they are actively investing to capture the next phase of growth and how they are positioning portfolios to navigate ongoing macroeconomic risks.
BNY: Q&A: Potential Yield Opportunities and the Case for Going Global
Insight Investment senior portfolio manager Harvey Bradley takes an opportunistic and active approach to fixed income and makes the case for global exposure.
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.
To MPS or Not MPS: choosing the right tool rather than the default
As advice firms look ahead to 2026, many are taking stock of the investment decisions theyve made over recent years, particularly the role Model Portfolio Services (MPS) now play within their advice models. With Consumer Duty bedding in, FCA scrutiny increasing and client expectations continuing to evolve, advisers are reassessing not just whether MPS belongs in their proposition, but how and where it should be used.
M&G: From Bubble Talk to Big Themes: A look back and ahead
20/01/26 - Want to cut through the ongoing investment noise for a clearer picture of whats happened in markets in 2025 and the key drivers and trends for the year ahead? Then sign up now for our 40-minute online event later this month.
M&G: 2025/26 Tax Year End
19/02/26 - Learn about the key exemptions and allowances to use at TYE, and when to bring forward or defer actions for best client outcomes.
Rathbones Asset Management - The Sharpe End podcast: Crude awakening
As the calendar page turns to 2026, the team discuss what the year ahead could hold. Will the new year bring about any changes or is it business as usual?
AXA IM: Take Two: Stocks enjoy strong start to 2026; Eurozone inflation returns to target
Global stocks enjoyed a strong start to 2026 with several markets already reaching new highs. The Dow Jones Industrial Average closed above 49,000 for the first time last week while the S&P 500 also hit a record high. Europes Stoxx 600 also closed at a new peak as did Japans Topix and Nikkei 225 indices. Additionally, the UKs FTSE 100 crossed 10,000 points for the first time on its first trading day of the year. Continued optimism over artificial intelligence and expectations of lower interest rates helped drive the rally although concerns over geopolitical tensions slightly tempered its momentum.
Transform Your Marketing in 2026 with AI Insights
Discover how AI tools can reveal the true impact of your messaging. Many firms are surprised to find that their communications contain generic claims, unclear benefits, and "industry wallpaper" positioning that quietly damages conversions, pricing power, and referrals.
Financial Planning: Fascinating Facts and Figures salary survey
Each year, Paul Harper Search publishes its Financial Planning: Fascinating Facts and Figures salary survey a widely trusted source of insight for firms shaping remuneration and hiring decisions across the profession.
HR essentials for growing adviser firms
As adviser firms grow, people management becomes more complex - from recruitment and performance to flexible working and regulatory responsibilities. This practical HR guide is designed specifically for small to medium sized UK adviser firms, covering the core HR issues youre most likely to face, with clear, plain-English guidance you can apply straight away. If you manage people alongside client work, regulation and growth, this is a very useful reference to have on hand.
NextWealth Live 2026 | 18 March | London
As the wealth industry continues to evolve, sustained growth will depend on rethinking both strategy and execution. NextWealth Live 2026 brings together senior voices from across the sector to explore whats changing - and how firms can respond with confidence.
Rathbones Asset Management - In The KNOW blog: 2026: The Year Ahead. Maybe?
As is now the annual ritual, the head of multi-asset investments David Coombs reveals his top 10 predictions for 2026. As usual, they should be taken with a very healthy dose of salt
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?
M&G Mix and Match Video
The video demonstrates how the Prudential Retirement Account flexes to meet changing needs, supporting confident retirement outcomes at every stage.
Artemis Outlook: Global Emerging Markets
In this short video, we ask our fund managers where they are actively investing to capture the next phase of growth and how they are positioning portfolios to navigate ongoing macroeconomic risks.
BNY: Treasury Road Trip
At $30 trillion outstanding, on its way to $52 trillion over the next decade, the U.S. Treasury market is the deepest, most liquid government bond market in the world.
Aberdeen: Real estate: how resilience yields opportunities in 2026
Resilience is reshaping real estate in 2026. Which sectors offer the best opportunitiesand how can investors seek to future-proof their portfolios for a changing world?
Pictet: Barometer: Stocks set for further gains as economic conditions remain benign
We remain overweight stocks, and expect emerging market equities to build on their gains thanks to additional rate cuts and healthy economic growth.
Wesleyan: 2025 - Q4 market commentary
In our latest market commentary, we take a look at the global and bond markets, inflation and interest rates and the end of the US shutdown.
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?
Pimco: Geopolitics: Europes Place on the Global Stage
In a shifting world where geopolitics is reshaping the economic landscape, join PIMCOs experts and special guests as they dive into the key topics that matteroffering informed perspectives and real-world insights, all through a European lens.
Artemis Outlook: Global Income
In this short video, we ask our fund managers where they are actively investing to capture the next phase of growth and how they are positioning portfolios to navigate ongoing macroeconomic risks.
Aberdeen: Emerging markets debt: how Trump's return is shaping opportunities
Emerging markets are adapting to Trumps return, navigating tariffs and volatility. Will resilient economies and high yields create new opportunities for investors in 2026? Discover whats driving EM debt now.
Pictet: How AI is laying the foundations for Quant 2:0
David Wright, Head of Quantitative Investments at Pictet Asset Management, details the recent advances in AI that are helping quantitative strategies to evolve into the next generation of investment.
Aberdeen: Global Economic Outlook: the cycle rolls on - for now
Will AI-driven growth keep global markets rolling, or are new risks on the horizon? Discover key forecasts for the US, China, Europe and Japan in our latest economic outlook.
Artemis Outlook: UK Equities
In this short video, we ask our fund managers where they are actively investing to capture the next phase of growth and how they are positioning portfolios to navigate ongoing macroeconomic risks.
Pictet: The market for longevity
The global demographic shift - longer lives and fewer children - isn't just a risk for investors, it's also creating opportunities
BNY: Monthly Checkpoints
Checkpoints is a comprehensive monthly chartbook highlighting major top-of-mind themes that could shape financial markets in the near term. In addition to the broader macroeconomic discussion, Checkpoints delivers detailed views on major asset classes, including global equities, fixed income and real assets.
Schroders: Schroders Equity Lens December 2025: your go-to guide to global equity markets
How have 2025s valuation and earnings shifts impacted the appeal of US vs non-US equities?
Wesleyan Smooth Fund Frequently Asked Questions
Get answers to frequently asked questions on Wesleyan's Smoothed With Profits Growth Fund.
Aberdeen: Celebrating 5 years of MyFolio Enhanced ESG
Can sustainability and performance go hand-in-hand in risk-targeted investing?
PIMCO: Unlocking Value in 2026
From public to private credit, Group CIO Dan Ivascyn breaks down where value has re-emerged and how disciplined selectivity and embracing complexity can help investors navigate the year ahead.
Pictet: Reflecting on 30 years of active thematic equities
Pictet Asset Management is the pioneer in thematic investing. Find out how it started as the team reflects on 30 years of active thematic management.