Industry news and views from Panacea and our partners.
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AXA IM: Should UK investors worry about inflation?
Rising commodity prices, pandemic-related disruption and large stimulus programmes have all raised the stakes for investors. Join AXA IMs Chris Iggo, CIO, Mark Healy, Senior Portfolio Manager, and Jamie Forbes-Wilson, Portfolio Manager, as they debate the outlook for inflation.
FundsNetwork: Investment Outlook are we out of the woods yet?
In his latest Investment Outlook, Tom Stevenson, Fidelity's Investment Director, provides analysis on global markets and the outlook for the year ahead.
Square Mile Research: Making an impact with global bonds
There is no let-up in the pace of change across the industry, as investors increasingly seek to do go and avoid doing harm with their investments. In this short, Square Mile explore the Wellington Global Impact Bond fund, a high-quality global fixed income fund that provides a positive social and environmental impact.
FundsNetwork: Taking CII pension exams next month?
With over five hours of content, broken down in snippets of eight-minute tutorials, our library of retirement technical videos can help you prepare for CII pension exams.
Square Mile Research: A focus on Asia
A major player in Asian equities, the Matthews Asia Pacific Tiger fund is an all-cap portfolio which focusses on sustainable, long-term growth prospects coupled with strong management teams. Watch the Talking Factsheet for a quick snapshot on what you can expect.
Baillie Gifford Managed Fund - Manager Insights
Hear from Steven Hay and Iain McCombie, investment managers from Baillie Giffords Managed Fund, as they reflect on 2020 and look forward to whats to come.
M&G: Top 3 themes for bond investing in 2021
The start of 2021 brings new challenges for bond investors, as returns from corporate and government bonds keep getting squeezed. Andrew Eve, Investment Specialist, reveals three areas of fixed income where we see opportunities.
FundsNetwork: Financial planning considerations around Pensions, IAs and ISAs
FundsNetwork tax and pensions experts, Paul Kennedy and Paul Squirrell take a look at three tax wrappers Pensions, Investment Accounts and ISAs and discuss important financial planning considerations that surround them at tax year end.
Columbia Threadneedle: 2021 Investment Outlook Video
Watch Columbia Threadneedle Investments leading investors discuss the outlook for economies and markets, as well as the themes, trends and events they expect to see in 2021.
Square Mile Research: Driving performance with stock selection
A conviction-led UK mid cap growth portfolio, with stock selection as the main driver of performance. Watch this short video from Square Mile for a quick snapshot of the AXA Framlington UK Mid Cap fund.
BNY Mellon: A team approach to idea generation
A strong, experienced and disciplined research team is crucial in equity income investing. Watch this two minute video to understand why.
BNY Mellon: Think different to be different
In this four minute video Newton's gobal equity income team discuss the sustainability of dividend payments, why equity income investing fulfils the needs of investors an how Newton differentiates itself from competitors in the market.
Baillie Gifford: The Great Dividend Crisis
Baillie Giffords James Dow argues that dividend investors should avoid traditional high yielding stocks and instead look for the global companies likely to be the providers of the future. Capital at risk.
Square Mile Research: Talking Factsheet: Premier Multi-Asset Growth & Income
The Premier Multi-Asset Growth & Income fund is a multi-asset strategy which aims to provide capital growth. Watch the Talking Factsheet to hear the latest from Square Mile.
AXA IM: Why now could be a good time to consider the biotechnology sector
With over 10,000 know diseases and treatments for only approximately 500 of them, we are focusing not just on the treatments and vaccines for COVID-19 but innovations across the biotech space for a wide variety of diseases. Peter also discusses the valuations and the potential effect of US elections on the sector.
AXA IM: Investment opportunities created by the search for Covid-19 vaccine
In this 3 min video, Peter Hughes, Portfolio Manager, explores what opportunities have emerged in the biotech sector due to the pursuit of the coronavirus treatment and vaccine.
Square Mile: Talking Factsheet: Premier Multi-Asset Conservative Growth
A multi-asset fund which aims to provide a moderate level of growth in a low-risk manner. Watch Square Miles Talking Factsheet to find out more about the Premier Multi-Asset Conservative Growth fund.
M&G: Mind the Gap
In this months video Investment Specialist, Kirsty Clark comments on the Feds move to average inflation targeting and how government and central bank liquidity has been bridging the economic activity and earnings gap, fuelling market gains through the COVID crisis.
FundsNetwork: Taking the CII pension exams this October or just need a refresher?
Our library of retirement technical videos can help you prepare for CII pension exams, including a video focusing on exam technique tips.
Prudential: Sequencing of risk return video
Vince Smith-Hughes discusses sequencing of risk return. Look at examples of income taken, the order of returns and the possible impact on the future value of the fund.
M&G: A green light on 'building back batter'
In this months video Kirsty Clark, Investment Specialist, comments on the growing focus on Sustainability and ESG issues in the wake of COVID-19
Baillie Gifford: Manager Insights Managed Fund
Lucy Haddow, product specialist at Baillie Gifford, gives an update on the Baillie Gifford Managed Fund and its position during these challenging times.
Baillie Gifford: Manager Insights American Fund
Ben James gives an update on the positioning and activity of the Baillie Gifford American Fund.
FundsNetwork's personal tax and trust planning training resources
The CII AF1 exam is just around the corner! To help you prepare, FundsNetwork have a new video training resources with industry expert Sue Cox.
FundsNetworks service commitment
Nina Jones, Head of Adviser Experience, and Gemma Gore, Head of Premium and Enhanced Service, explore why FundsNetwork place advisory firms at the centre of everything they do, making their business needs a priority and what this means in terms of ongoing service and platform improvements.
SRI Services: Understanding Sustainable and Responsible Investment
Financial Adviser / Intermediary Training video (47 mins): an introductory overview of the sustainable and responsible / ESG investment market and how to use the Fund EcoMarket fund tool
COVID-19 Impact: AXA IM's macroeconomic and investment strategy update - lifting the lockdown
Watch the replay of our latest webinar focusing on what lifting the lockdown could mean for the global economic recovery, as well as equity and bond markets.
FundsNetworks pension LTA adviser support package
Paul Kennedy and Paul Squirrell, FundsNetworks tax and pension experts, discuss the pension LTA and its framework, which was recorded before the lockdown.
FundsNetwork: Enhancements on the horizon
Danny Wynn, FundsNetwork's Head of Proposition, Growth and Strategy, explains why they look at the challenges of the advice market in the future and not just today.
Columbia Threadneedle Investment: European equities: video update
Client Portfolio Manager Francis Ellison explains how the European equities team are working during the current crisis, the main impacts the team are seeing and their outlook for the region.
FundsNetwork: Taking CII exams next month?
With over five hours of content, broken down in snippets of eight-minute tutorials, FundsNetwork's library of retirement technical videos can help you prepare for CII pension exams. Their video focusing on exam technique tips is particularly popular at this time of year.
Rathbone UK Opportunities Fund
Alexandra Jackson, saw her Rathbone UK Opportunities Fund outperform the sector, in what was a turbulent year of highs and lows. She looks to the future, and explores whether weve seen the last of the Boris Bounce.
Columbia Threadneedle Investments: Asian and emerging markets equity update - 2019 overview and 2020 outlook
Asian and emerging markets equity update - 2019 overview and 2020 outlook
Rathbone High Quality Bond Fund
Noelle Cazalis, Rathbone High Quality Bond Fund manager reflects on a good performance for a relatively new fund and the key driving factors during the funds inaugural year.
New! Cancer care CPD video from The Exeter
Chief Medical Officer for The Exeter and leading specialist in early cancer diagnosis, Professor Willie Hamilton CBE, MD, FRCP, FRCGP shares his knowledge in this video on Cancer Care: Present and Future.
Rathbone Ethical Bond Fund
Rathbone Ethical Bond Lead Fund Manager, Bryn Jones reveals why 2019 was a great year for performance, and the key themes hes keeping an eye on in 2020
FundsNework: Money purchase annual allowance (MPAA)
Watch this short FundsNetwork's retirement video explaining the intricacies of the MPAA. What happens when it is exceeded, what's the impact on the annual allowance, what events trigger it, and much more.
Rathbone Global Opportunities Fund
James Thomson, who has managed the Rathbone Global Opportunities fund for over 15 years, deep dives into another successful year which saw the fund outperform the sector, with a first quartile positioning.
Square Mile Research: Talking With Hanneke Smits
Talking ESG integration, being Non-Exec at the Bank of England and giving something back with Hanneke Smits, Chief Executive, Newton Investment Management and Richard Romer-Lee, Square Mile.
Rathbone Strategic Bond Fund
Watch Bryn Jones, Rathbone Strategic Bond Fund Manager discuss how learnings from 2019 will inform his investment decisions throughout 2020 and key investment themes hes identified for the future.