Industry news and views from Panacea and our partners.

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Rathbones Review of the Week


Every time Theresa May gets trounced in Parliament, delays a vote or a member of her Cabinet lets slip that she won’t really force a no-deal exit from the EU, sterling shoots upward.

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M&G Fund Update


Watch fund manager Jim Leaviss give his views on key drivers for global markets in the previous year, commenting on what worked well and what didn't for the Fund, moving on to his approach to 2019.

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Dinosaur or canary? Rathbones


Global stock markets have been unsettled by political and economic uncertainty recently, and swung significantly between gains and losses in the final weeks of 2018. President Trump’s criticism of the Federal Reserve’s latest interest rate rise added to concerns that US consumer demand may be cooling. Meanwhile, trade tensions between America and China continue despite a temporary truce.

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Rathbones: What did I miss?


Concerns about a worldwide slowdown in growth have made for a rotten time in markets over the past six weeks or so.

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Invesco: John Greenwood’s annual economic outlook 2019


What are the prospects for the global economy? With record low rates of unemployment in many major economies, will inflation take off in 2019? Read Chief Economist John Greenwood’s economic outlook for 2019.

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M&G Investments: 2019, fasten your seatbelts?


The new year has started with a blunt reminder of probably everything that investors wanted to forget over the holiday season: economic data is worsening while the oil price continues to fall, dragging down equities and the most equity-like fixed income asset classes. Traditional safe-havens continue to rally, as they did in 2018.

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Aviva Investors House View 2019 outlook


The intelligence that guides our investment decisions. Read our team’s collective insight on how the end of accommodative monetary policy, the return of volatility and European dis-unity may impact the outlook for financial markets. Our team also explore the divergence in growth between the US and other major markets.

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Invesco’s Investment Outlooks for 2019


Each New Year brings the promise of a fresh start – but for investors, it’s important to understand the global dynamics that have brought us to this point. Through written commentaries and videos, this 2019 Investment Outlook hub features a range of insights by region and asset class designed to help you prepare for the year ahead.

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Royal London: Navigating market risks in 2019


Trevor Greetham looks ahead to 2019 when it comes to investments.

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