Industry news and views from Panacea and our partners.
Infrastructure_
Aberdeen: Economic infrastructure update Q2 2025
Read more about the key achievements across Aberdeens portfolio companies in the second quarter of 2025
Schroders: Video Q&A: global equities what are "growth gaps" and how can investors exploit them?
The backward looking and short-term tendencies of markets means they can often underestimate companies future growth prospects, creating potential opportunities for active equity fund managers.
T.Rowe Price: The Long View: Interview with Larry Culp, Chairman and CEO of General Electric Aerospace
In these special editions of The Angle, Eric Veiel, head of Global Investments and chief investment officer at T. Rowe Price Associates, welcomes CEOs and industry leaders to share their personal stories, leadership strategies, and lessons learnt from running successful companies. Listen as we pull back the curtain on what it truly takes to lead a company in todays fast-paced and ever-changing business landscape.
Pictet: Barometer: Caution prevails
In the face of economic uncertainty and stubborn inflation, we continue to favour bonds over equities.
AXA IM: Take Two: Fed indicates interest rates could rise further; Japans GDP beats expectations
Federal Reserve (Fed) officials were divided over further interest rate hikes in July, minutes of the US central banks latest meeting showed.
AXA IM: Biodiversity Q&A: Understanding a powerful new investment theme
What is biodiversity, why does it matter, and how might it affect investment decisions? In this article, we tackle 10 of the most fundamental questions.
Pictet: Bank turmoil will shake economy but won't prompt a re-run of 2008
The state-orchestrated takeover of Credit Suisse and the problems afflicting US regional banks will undoubtedly have economic repercussions. But the chances of a severe credit squeeze are remote.
Baillie Gifford Multi Asset Investment Update Webinar
Please join us at our quarterly Multi Asset Investment Update on 14 October at 11am.
M&G: Building a better world
Listed infrastructure is a sector enjoying considerable interest within investment circles at present. IFA Magazines Sue Whitbread talked to Alex Araujo, fund manager of the M&G Global Listed Infrastructure strategy about the themes which are underpinning it and why he believes that ESG principles and processes are inextricably linked to future success
BNY Mellon: Is the road ahead clear for electric vehicles?
Advances in mobility such as electric transport have been touted by some as a major weapon in the fight against global warming. Yet the road ahead will not be entirely free from speed bumps, warns the Insight Investment team.
Aviva Investors: Rating game
Unlike liquid markets and real estate, a lack of publicly available data has made assessing risk more challenging for infrastructure equity assets. Laurence Monnier considers the options for investors looking to complement qualitative assessments with quantitative rigour.
Quilter Cheviot: Diary of a Fund Manager Zombification
In this week Diary, buoyant equity markets, zombie companies and where next for infrastructure investors.
Aviva Investors: COVID-19: The impact on European real estate
As the spread of COVID-19 and government response continue to evolve, we analyse recent developments and how they could affect European real estate.
Aviva Investors: The impact of COVID-19 on UK infrastructure
As well as its profound human impact, COVID-19 is having a marked effect on asset prices and transaction activity in all areas of financial markets.
Invesco: General Election 2019: What now?
The election is over and the results are in a Conservative majority. But what could we expect looking ahead?
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.
The importance of infrastructure
Infrastructure holds an important place in the fabric of modern society, serving as the backbone of the world economy. Yet not enough is being invested in the assets that provide society's essential services. With government finances under pressure and limited expertise in the public sector, the private sector will play a significant role in the restoration and upgrade of our critical infrastructure.
Schroders: Five reasons why global cities are the ultimate investment super-trend
Cities are becoming more important than countries, with their success determined by innovation, efficiency and the clustering of industries. What does this mean for investors?
Fund Reviews launch in Defaqto Engage
Available to advisers through Defaqtos end-to-end financial planning tool, Engage, Defaqto Fund Reviews combine detailed quantitative and qualitative data to produce an in-depth report on not just fund families but also single funds. These can also be used by fund managers to provide more information to advisers beyond the fund fact sheet or KIID.
Short Briefings on Long Term Thinking The Baillie Gifford podcast
Baillie Giffords Short Briefings on Long Term Thinking brings valuable insights into the benefits of taking the long view. Youll hear frank, often contrarian opinions from our team in Edinburgh and from experts around the world.
M&G Investments: Webcast: Investment Opportunities in Infrastructure
Register for M&G and Sharing Alphas webcast with Alex Araujo, Fund Manager of the M&G (Lux) Global Listed Infrastructure Fund on Tuesday 19th March at 2pm. During the webcast, Alex will discuss the opportunities he sees in the infrastructure sector and will be answering questions from the audience.
M&G Investment: Downside protection while capturing the upside
In a year characterised by increased volatility and changes in market leadership, financial markets struggled to generate positive returns. However listed infrastructures defensive characteristics offers more the low volatility; offering a range of growth opportunities to drive long term performance.