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Industry news and views from Panacea and our partners.

Baillie Gifford: Mega-caps, ecommerce and SAINTS...


In this episode of Upfront, James Budden and James Dow discuss recent developments in Baillie Gifford's investment trusts, the case for active investing in concentrated markets, and Sea Limited's ecommerce growth in Southeast Asia. Capital at risk.

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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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