Industry news and views from Panacea and our partners.
Partner Videos_
Rathbone Global Sustainability Fund
Carl Stick, Executive Director, stands in for Fund Manager David Harrison to discuss one of the hottest topics of the moment ESG.
Columbia Threadneedle Investments: Investment Themes
In our latest Investment Themes video, William Davies, Chief Investment Officer, EMEA, discusses: The rise of electric vehicles Japan and its changing demographics The future for China Recession fears Equities versus credit in 2020
Celebrating two years of infrastructure investing
The M&G Global Listed Infrastructure Fund has recently celebrated its two year anniversary. The fund, which is managed by Alex Araujo, launched in October 2017 to give investors access to the compelling investment characteristics of long-life infrastructure assets.
M&G: Opportunities in infrastructure investing
At M&G we look beyond the large assets that have obvious physical footprints, to the hidden infrastructure facilitating our increasingly digital world. In this short video fund manager, Alex Araujo, looks at the opportunities that evolving infrastructure provides investors, as well as M&Gs approach to investing in this asset class.
M&G: 2020 outlook hidden in plain sight
Equity markets have remained relatively resilient year to date, despite investors facing multiple headwinds. In this months video, Investment Director, Ritu Vohora takes a look back at the factors that characterised the landscape in 2019, and also looks ahead at what could influence markets in 2020.
M&G: Earnings are in: how have companies been faring?
Its earnings season again, and results are in. In this months video, Investment specialist, Kirsty Clark looks at how companies have been faring. With deteriorating economic indicators and a fragile global growth backdrop, who have been the biggest winners and losers?
Prudential Market Insights September 2019
Sahil Shaikh, Portfolio Manager and M&G Treasury & Investment Office, discusses the good news amongst the bad in a slowing global economy, whether he thinks the looming global recession will be different to last time & how much impact the US/China trade war is having on the market's volatility.
A strategy for the long term investing in global equities with some exposure to emerging markets
A strategy for the long term investing in global equities with some exposure to emerging markets
Square Mile Research: T Rowe Price Global Focused Equity
A conviction based global equity fund seeking growth opportunities
Square Mile: Talking Factsheets - Matthews Pacific Tiger Fund
An all-cap portfolio with a focus on sustainable growing companies that can be held for the longer term.
Square Mile: Talking Factsheets - AXA Framlington UK Select Opportunities Fund
A fund invested in growing businesses, of all sizes, run by a highly experienced and impressive manager.
Aegons Key person replacement service
Aegons Key person replacement service supporting businesses when an owner or a key person is unable to work due to illness, injury or death.
M&G: Central banks turn on the taps
Central banks globally have turned on the taps, keeping a lid on interest rates and bond yields. In this months video, Investment Specialist, Kirsty Clark discusses the recent round of QE from central banks as dark clouds loom over the global economy.
Prudential Multi Multi - Asset Investment Update
Join Phil Butler, Multi Asset Portfolio Manager at M&GPrudential Treasury and Investment Office, for a reflection on market performance across 2019 so far. In this video, he also looks at the Feds rate cuts, notable investment activity across Q2 and also outlines if theres cause for concern when it comes to the mixed macro picture thats appearing.
Prudential: ESG investing
Ben Constable- Maxwell, Had of Sustainable and Impact Investment with M&G Investments, discusses ESG, who its for, strategies, drivers and ESG in practice.
M&G: Falling yields has gold got its shine back?
Gold has been trending upwards since the fourth quarter sell-off and is now at its highest level since 2013. In this months video, Investment Director, Ritu Vohora looks at the driving forces behind investors renewed interest in the yellow metal.
Invesco: Flying update: Three things to consider in autumn
119 seconds Back to school! Lewis Aubrey-Johnson, Head of Fixed Income Products, discusses three things you need to think about when it comes to fixed income portfolios this autumn.
Fund Update: M&G Optimal Income Fund
In this short video, fund manager Richard Woolnough explains why he doesnt share the markets nervousness about prospects for the global economy, and how this view is reflected in the funds positioning. After a positive first half of the year for risk assets, Richard discusses where he believes the best relative value now lies.
Invesco: What does the inverted US yield curve tell us?
The US yield curve inverted for the first time since 2007. What is the yield curves success in predicting previous US recessions? Is the inversion consistent with US data? What other reasons could be causing the inversion? Fund Manager, Stuart Edwards gives his views on the recent inversion of the yield curve.
Royal London: Everyones different
At Royal London, we understand everyones unique. Thats why our protection proposition isnt one size fits all
Schroders: Where's the value in European equities?
60 second video: James Sym expects the value style to start outperforming growth later this year, and there is one unloved sector in particular he singles out.
FundsNetwork: What does the future hold for the advised platform space?
Paul Richards, Head of Sales, FundsNetwork interviews Colin Turton, Director, AdviserAsset on the latest developments in the adviser platform market.
Old Mutual Wealth: How to spot a criminal posing as your client
Impersonation fraud, where a criminal hacks into an email account and poses as a client to request the withdrawal of funds, is increasingly common. In the first six months of 2018 alone there were 3,866 reported cases of impersonation scams in the UK.
Which way is pricing heading in the future?
Paul Richards, Head of Sales, FundsNetwork interviews Colin Turton, Director, AdviserAsset on the latest developments in the adviser platform market.
Old Mutual Wealth: How do you make sure your clients pension meets their income needs?
Take three minutes to watch our latest Collective Retirement Account video where Ian Browne, pension expert, talks about how to tailor your clients pension and make strategic alterations so that it stays up to date and on track with their requirements.
FundsNetwork: Demystifying the technical aspect of pensions
With incessant industry change from a regulatory, legislative and technical perspective, FundsNetwork offers advisory firms comprehensive support including client-facing guides. Topics covered include carry forward, income drawdown, the annual allowance and much more
FundsNetwork: What criteria is used to rate platforms?
Paul Richards, Head of Sales, FundsNetwork interviews Colin Turton, Director, AdviserAsset on the latest developments in the adviser platform market.
M&G Equities: All eyes on trade
In this months video, Investment Director, Ritu Vohora looks at the escalating trade war between the US and China, with tensions reducing risk appetite and intensifying fears of a global economic slowdown.
FundsNetwork: What is the importance of price?
Paul Richards, Head of Sales, FundsNetwork interviews Colin Turton, Director, AdviserAsset on the latest developments in the adviser platform market.
FundsNetwork: How are advisers reacting to the changing platform market?
Paul Richards, Head of Sales, FundsNetwork interviews Colin Turton, Director, AdviserAsset on the latest developments in the adviser platform market.
FundsNetwork: Are there any signs that advisers think the platform market is going to settle down?
Paul Richards, Head of Sales, FundsNetwork interviews Colin Turton, Director, AdviserAsset on the latest developments in the adviser platform market.
FundsNetwork: Is the level of choice fuelling advisers to switch platforms?
Paul Richards, Head of Sales, FundsNetwork interviews Colin Turton, Director, AdviserAsset on the latest developments in the adviser platform market.
The Baillie Gifford Managed Fund Solving the Investment Puzzle
The Baillie Gifford Managed Fund has had a consistent, tried and tested approach since it was launched in 1987. In this film investment managers Iain McCombie and Steven Hay sum up how the Managed Fund aims to keep it simple in a complicated investment world.
M&G: What to look for when you are investing for impact
In this short video, Ben Constable Maxwell, Head of Stewardship and Impact Investing and Craig Hart from King & Shaxson, an ethical discretionary fund manager, discuss the rise of impact investing and the various factors to take into account when investing for impact.
Overweight or Underweight Equities?
Are we at the end of the economic cycle? Where can you find value and opportunity in an uncertain world? Listen to the latest thinking on the key themes that are shaping global markets in 2019 from M&Gs Investment Director and Head of Equities Investment Communications, Ritu Vohora.
Scottish Mortgage: Resolute Investors
In this in-depth two-part video interview, join Scottish Mortgage managers James Anderson and Tom Slater as they discuss what theyve learned from investing and look at the companies in the portfolio at the forefront of profound change in their industries. Capital is at risk.
M&G Investments: Earnings season some welcome surprises?
Watch this months video where Ritu Vohora, Investment Director, offers some key takeaways following the latest round of quarterly earnings announcements. Results were better than feared, with actual reported earnings surprisingly positive, particularly in the US.
Scottish Mortgage Invest in Progress
Scottish Mortgage is the UKs largest investment trust. Join joint managers James Anderson and Tom Slater, as they discuss why they believe that it is the impact of a very small group of exceptional companies leading fundamental change in industry, the economy and society that is driving returns for long-term investors. Watch the film to discover how they invest in this progress. Capital at risk.
M&G Investment: A new route to sustainable investing?
Investing provides the opportunity to take part in the world economy, share its challenges and opportunities and influence our future. Discover M&Gs new multi asset approach to sustainable investing in this short video with Maria Municchi, Fund Manager of the recently launched M&G Sustainable Multi Asset Fund.