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Industry news and views from Panacea and our partners.

Fidelity Adviser Solutions: Investment Outlook – Where are the opportunities? ...


Fidelity Adviser Solutions’ Investment Outlook explores the key themes shaping markets in the second half of 2026, including the ongoing AI investment boom and a reassessment of global equity leadership. Discover expert views on equities, bonds and

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Aberdeen: Global infrastructure: Why a selective approach matters...


As the infrastructure universe expands, investors must look beyond broad labels and test whether assets still offer the characteristics that make infrastructure attractive.

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BNP Paribas: Mid-year outlook: Prospects remain upbeat for equity and fixed income investors...


The global macroeconomic outlook was dominated by two themes in the first half of 2026: the Middle East conflict and the continued boom in artificial intelligence-related spending.

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