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Latest Reading_
Industry news and views from Panacea and our partners.
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.
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.
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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