Industry news and views from Panacea and our partners.
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M&G - Richard Woolnough: the 2011 outlook for bonds
I can see interest rates staying very low for a long time. In fact, I think that a rise in interest rates is unlikely in 2011, given that the central banks do not want to derail the economic recovery.
M&G - Europe the final countdown
Bond Vigilantes Mike Riddell discusses sovereign debt, economic recession and the long term view on solvency vs liquidity.
F&C - Sovereign crisis 'masks opportunities in European credit'
After the bailouts of Greece and Ireland in 2010, sovereign debt risk in Europe is set to remain a key story for 2011 according to Fatima Luis and Rebecca Seabrook, who co-manage the F&C Strategic Bond Fund. However, they say this should become less of an issue as the year progresses, and that perhaps Europe is not in such a precarious position as the market fears.
7IM - Just who is rioting?
Students rioting, demonstrations, broken windows and graffiti - yes this all sounds remarkably familiar. Welcome to Britain? No, China.
Alpha Generators conference roadshow
Now in its second year, Alpha Generators is a compelling series of conferences brought to you by five leading investment houses, all united by the belief that an active investment management approach is essential for generating alpha.
7IM - Incoming!
I am not sure what the Korean for 'Incoming' is, but similar sounds could have been heard elsewhere around the globe as explosions in the sovereign bond markets seemed to be reverberating around the markets.
Joint Investment Forum 2011
The Joint Investment Forum is just around the corner and I wanted to make you aware, if you weren't already, that I will be presenting at the Forum across the UK.
Resources Compliance - Unregulated collective investment schemes "UCIS" - update
We first issued a Compliance Tip on the subject of UCIS in November 2009, outlining some timely reminders about dealing with UCIS transactions.
Artemis - The Hunters' Tails - Whether the weather
So that's all right, then. For a mere £600,000, a government report has just concluded that the problem with "winter planning" is, ah, the weather.
Exclusive Scottish Widows deposit account through Global Investor
Scottish Widows Bank has just launched the latest issue of its 5-year fixed term deposit account at 4%. It's exclusively available through our Defaqto 5 Star rated offshore bond Global Investor provided by CMI Insurance Company Limited, our award winning specialist offshore insurance company.
F&C - Large cap defensives set to out perform in 2011, says Scott
Speaking at a briefing in London yesterday, Ted Scott, Director, UK Strategy at F&C, predicted large cap stocks should outperform small company stocks in 2011.
Continuation of Eurozone woes and currency trade wars are the biggest risks in 2011, says Tigue
Jeremy Tigue, manager of the Foreign & Colonial Investment Trust the UKs oldest investment trust and a popular choice with regular savers anticipates that economic and debt concerns across the Eurozone and the simmering animosity between the US and China are set to worsen and dominate markets in 2011.
Wizard Learning - Free RDR seminar invitation and a chance to meet the MPs
As you may already be aware we are a supporter of PanaceaIFA.com, the free online community and following Monday's Commons debate on the RDR we would like to invite you to their special RDR session hosted by M&G Investments.
Royal London 360° confirms commitment to Isle of Man TT for eighth consecutive year
The Isle of Man TT's longest existing sponsor has reaffirmed its commitment to the event in 2011. Royal London 360° will sponsor the TT Superstock race for the eighth consecutive year, having begun its association with the event back in 2004.
7IM - You will always need a Whiting preferably in the House of Lords.
I have two friends both named John Whiting. One is one of the country's most respected experts on UK taxation, and the other has been a thoroughly successful entrepreneur with razor sharp business antennae and acumen.
Play J.P. Morgan Asset Management Fantasy Fund Manager
How would you fare as a fund manager? Sign up for the J.P. Morgan Asset Management Fantasy Fund Manager game and try your hand at managing a fantasy £100m portfolio for a chance to walk away with a £35,000. Make sure you sign up by Friday 3 December to be eligible for the main prize.
Artemis - The Hunters' Tails
Facing the fable ... Flaithiúlacht. That's the thing. In Oirish it means ruinous generosity -- especially with someone else's money. Anglo-Irish Bank spent 250,000 on golf balls for clients now lost in the rough.
Hub eNews: RDR - our NEW dedicated support area
Check out the latest news from marketing hub: 1. Preparing for RDR, 2. Latest content additions, 3. From Julian Marr
Ascentric broadens its appeal through new charging structure
Independent wrap Ascentric today announces a new charging structure that will make it more competitive for advisers placing lower value cases on the platform.
Schroders: Another one bites the dust
Jamie Stuttard, Head of European and UK Fixed Income. Jamie discusses the eurozone periphery following Ireland's bailout
Artemis - The Hunters' Tails
The heirs of hazard ... And so the seismic shifts go on. In an event of great importance, China has just overtaken the US as the home of the world's fastest supercomputer. For the technoc[r]ats among us, Tianjin's Tianhe-1A machine has a speed of 2.507 peta-flops (floating point operations per second), which means it can perform 2,507 trillion calculations every second. That makes it 1.4 times faster than the Cray X15 Jaguar, sulking in Oak Ridge, Tennessee with its mere 1.75 peta-flops.
Asset.tv - M&G Bond Vigilantes Indian Research Trip
This afternoon's report features the M&G Bond Vigilantes Indian Research Trip with Jim Leaviss.
Hub eNews: Economic boosting and clear presenting
An economic boost? Will more QE boost economic growth? In a live online interview, John Greenwood, Invesco Ltd.'s Chief Economist, will discuss and answer your questions
M&G - Register now for the Joint Investment Forum 2011
Hear from four high profile fund managers with the opportunity to question each expert.
7IM - "Open fire"
So welcome to the QE Currency wars. As mentioned over the past few weeks, the growing push towards competitive and aggressive currency policies has seen the first major volleys being fired by the central banking authorities. From the Fed, the ECB and even the BoJ, all have been trying to prosecute their own policy with (as yet) the Bank of England holding fire.
Joint Investment Forum invitation - BNY Mellon, Gartmore, M&G and Schroders
Straight to the point 4 fund managers, 1 event, a wealth of insights. Register now for the Joint Investment Forum in January 2011
Schroders - Gold: another bubble waiting to burst?
ll the talk of currency wars and a new round of quantitative easing by the US Federal Reserve have lifted gold prices from one all-time high to another. With prices up more than 25% so far this year, gold is heading for its 10th consecutive annual gain its longest winning streak in almost a century outperforming global equities, bonds and most other commodities.
Capita - Free platform comparison and due diligence briefings
Following the launch of Synaptic Comparator and successful summer road-shows, Capita Financial Software and The Platforum would like to invite advisers to our platform comparison and due diligence briefings, which will take place in November 2010.
7IM - "From mud, through blood, to the green fields beyond"
Dear Mr Cameron - now it's time to get on the front foot. We have had enough headline news on cuts, and the new age of austerity. Now is the moment to start lifting people's eyes up from disconsolately staring at their shoes, to start looking to the future and to the horizon.
F&C: Why QE may not be successful in helping the US economy
Following the Federal Reserve Open Market Committee (FOMC) meeting this week it was announced that another round of quantitative easing (QE) would be implemented. This was fully expected and has mostly been discounted over the last 2 months as Ben Bernanke, the Fed Governor, as well as some of his colleagues, have alluded to its likelihood in various public pronouncements.
GDP surprise: Booming Britain keeps QE at bay
The UK economy grew at twice the pace expected by city analysts in the third quarter. Azad Zangana, European Economist, tells the story behind the headline figure, and the likely impact on Bank of England policy.
M&G - Investment ideas worth sharing
M&G have announced a major step forward for the already popular iView channel, which amongst many things, will see it become an online platform in its own right
F&C welcomes news on "Junior ISA"
F&C, a leading provider of children's savings schemes, has welcomed this week's announcement by Financial Secretary to the Treasury Mark Hoban that the Government is to create a new tax-free children's savings account with features similar to Individual Savings Accounts. The Treasury expects these accounts to be available by Autumn 2011.
Sound like a butcher, cut like a surgeon
So now we have it - the question is now the execution! Everyone knew the cuts were coming and most have accepted their necessity - after all, with the straightforward numbers of the government having an income last year of £548bn and expenditure of £697bn, everyone realises that we have a problem not unfamiliar to the Dickensian Mr Micawber.
GDP surprise: Booming Britain keeps QE at bay
The UK economy grew at twice the pace expected by city analysts in the third quarter. Azad Zangana, European Economist, tells the story behind the headline figure, and the likely impact on Bank of England policy.
Asset.tv Shroder UK Alpha Plus fund with Richard Buxton
This report features the Schroder UK Alpha Plus Fund with Richard Buxton. You can automatically launch the report on Asset.tv Professional where you can download the transcript and link to additional information.
Scottish Widows - We've brought the best together under the most trusted brand*
Last year Scottish Widows and Clerical Medical integrated under the Scottish Widows brand to operate as a single life, pensions and investment company.
Scottish Life - Personal pensions or stakeholder pensions. You decide.
Find out why personal pensions can be as suitable, if not more so, than stakeholder pensions for some clients.
Gartmore strengthens global emerging markets team with appointment of financials analyst from First State
Gartmore is pleased to announce the appointment of Vincent Houtteville as Investment Analyst reporting to Chris Palmer, Head of Global Emerging Markets. Joining from First State Investments, it is anticipated he will join early 2011.
Ted Scott on the wire: The comprehensive spending review
The Comprehensive Spending Review: What does it mean for the economy and markets? The Comprehensive Spending Review (CSR) is the cornerstone of the government's austerity programme.