Industry news and views from Panacea and our partners.
Aberdeen Investments
Aberdeen: Smaller companies: on the road – Milan
We recently visited Milan to meet some of the standout Italian smaller companies – from luxury goods to finance. Here’s what caught our eye.
Aberdeen: Why income investing in emerging markets?
Most often associated with growth investing, a look at how emerging markets represent a uniquely appealing income universe for today's active investors with a total return mindset.
Aberdeen: What’s next for London’s offices? | Aberdeen Investments
China’s battery maker CATL recently enjoyed a bumper listing. Here, we explore China’s battery dominance and share details of our recent visits to CATL’s cutting-edge factory.
Aberdeen: RSMR reviews our Equity Enhanced Index Range
Find out why top investment research company RSMR rates our Equity Enhanced Index Range in a new video presented by Investment & Research Manager Richard O’Sullivan.
Aberdeen: Economic infrastructure update Q1 2025 | Aberdeen Investments
Read more about the key achievements across our portfolio companies in the first quarter of 2025
Aberdeen: Global real estate market outlook Q2 2025 | Aberdeen Investments
Geopolitics and macro uncertainties are the largest risks to our forecasts. We discuss our outlook for Q2.
Aberdeen: UK real estate market outlook Q2 2025 | Aberdeen Investments
We expect UK real estate to forge ahead despite the headwinds. Read more about our views in our Q2 outlook.
Aberdeen: Smaller companies: on the road – the US | Aberdeen Investments
The Raymond James US Equities Conference is a prime opportunity to engage with companies and investors. Here’s what we discussed this year.
Aberdeen: Private Markets: an investment haven in an uncertain world?
Find out how private markets may offer stability and growth in today's volatile world. Can they be an investment haven? Discover the benefits now.
Aberdeen: The benefits of active SAA in risk-targeted investing
Discover why outsourced investment solution MyFolio uses strategic asset allocation.
Aberdeen: Enhanced Index Funds: your questions answered
Read the latest from Aberdeen Investments about what investors can expect from Enhanced Index Funds, a systematic investment approach that combines the benefits of low costs and broad diversification with the potential for improved returns.
Aberdeen: What’s next for London’s offices? | Aberdeen Investments
As London’s office market faces high vacancy rates and declining values, the focus shifts to connectivity and adaptability.
Unlocking potential in 2025 with Enhanced Index investing
Are you seeking a cost-efficient solution with outperformance potential? Watch our video.
Unlocking potential in 2025 with Global Infrastructure Equity
Which three big themes are converging to create infrastructure opportunity?
Unlocking potential in 2025 with UK Smaller Companies
What makes UK small-caps an attractive strategy right now?
MyFolio Market is merging into MyFolio Index
Find out why we’re merging these two ranges, and what the change means for your clients.
MyFolio SAA Changes: Enhancing diversification and managing risk
Read about our Strategic Asset Allocation review and our investment priorities.
Unlocking potential in 2025 with Short Dated Enhanced Income
Can investors make cash work harder with a short dated enhanced income strategy?
Is the US economy heading for a 'Trumpcession'?
Listen to the latest episode of Macro Bytes where we discuss whether the US economic is heading for a recession under President Trump amid elevated uncertainty, federal job cuts, and higher tariffs.
Aberdeen: Market turbulence: time to consider short-dated bond strategies?
Geopolitical tensions have unleashed volatility across the European rates market. Governments, notably Germany, have vowed to increase defence and infrastructure spending under US pressure. This increased outlay will require higher debt issuance and larger budget deficits, but it could also potentially boost medium-term European growth. What does this mean for bond investors?
Is it time to look beyond passive investing to enhanced indexation?
Over the last decade, we’ve witnessed a period of unprecedented monetary stimulus that blurred the lines between high- and low-quality assets.
Five issues for sustainability investors in 2025
The start of 2025 has seen turbulence in the political and economic global landscape. We expect this to affect sustainable investment. Here are five key challenges that investors face…
MyFolio Managed is evolving into MyFolio Core
At MyFolio, we’re well-known for offering cost-effective outsourced investment solutions with a choice of investment styles and risk levels for clients.
Investing in the 'sweet spot' of global credit
The outlook for fixed income is supported by increased yields and attractive valuations compared to equities and cash.
MyFolio Core - the evolution of MyFolio Managed
MyFolio Managed is evolving into MyFolio Core. Lower fees, an expanded investment universe, and a more flexible approach.
Breakfast briefing: Searching for the Fixed Income ‘sweet spot’
19/03 at 11am. As interest rates drop, short-term government debt and money market investments might not provide the same returns your clients have seen over the past two years. Mark Munro, Fund Manager of our Short Dated Enhanced Income Fund (SDEI) and Global Income Bond Fund (GIB), will discuss two options with different risk levels to help make up for the lower yields.
MyFolio Roundtables
These sessions, taking place throughout April and May, will explore the evolution and benefits of MyFolio fund ranges. Join us for insightful updates on the changing landscape of risk-targeted multi-asset solutions and explore the diverse investment options within the MyFolio range. This is a good opportunity to engage directly with our fund managers and discover how these solutions can enhance your clients’ portfolios.
Aberdeen Standard Investments: Invest today. Change tomorrow. ESG – where next for European equity markets?
In our previous articles, we focused on the importance of ESG (environmental, social and governance) factors in European equity investing. This included details of companies in the vanguard of the drive to a more sustainable world. Now, we look to the future and ask – where next for ESG and European equity markets?
Aberdeen Standard Investments: The Responsible Investing Podcast, Ep.11: The growth of impact investing - with Will Goodhart
This week Will Goodhart, erstwhile journalist and now Chief Executive of the UK’s CFA, talks us through his fascinating responsible investment journey. This includes the CFA’s work to help investors understand ESG to the urgent need to view climate change from an investment perspective.
Aberdeen Standard Investments: Sustainable investing in emerging markets – the road ahead
The whole world is feeling the effects of Covid-19 and will do so for some time to come. But just as the coronavirus cripples some immune systems, and leaves others unscathed, the financial impact of containment measures will leave some better off and others destitute.