Industry news and views from Panacea and our partners.
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Quilter: Simple and transparent smoothing
The Quilter Smoothed Funds in partnership with Standard Life designed with simplicity and transparency in mind, to help you and your clients easily understand how their pension savings are managed.
Quilter: A simpler, steadier, and smoother way to invest
Whether your clients are approaching retirement or already enjoying it, the Quilter Smoothed Funds in partnership with Standard Life have been designed to provide a more stable investment experience for your clients by reducing the size of the day-to-day fluctuations to their fund value.
Quilter: Helping you to invest in confidence
We have provided simulated past performance for the Quilter Smoothed Funds to help you understand how the funds may have performed in the past.
Aberdeen: How are investors responding to the Iran conflict?
A longer-than-expected Middle East conflict has sent oil prices soaring but the real story is how this shock is rippling through markets, overturning long held assumptions about risk, diversification and safe havens.
Wizard Learning: Preparing to Take the R06 April Exam?
If you are taking the CII R06 exam in April, Wizard Learning provides comprehensive Expected Solution Packages designed to help candidates strengthen both their research skills and exam technique.
Aberdeen: MyFolio Core: why discipline matters in turbulent times
One year ago, we marked an important milestone in the evolution of the MyFolio range, when MyFolio Managed transitioned to MyFolio Core. This wasnt the launch of a new investment approach, but a considered step to better reflect how the portfolio was positioned, implemented and used within adviser propositions.
Aberdeen: High-yield bonds: a timely opportunity for income-seeking investors?
Recent geopolitical tensions, particularly the war in Iran, have reminded markets that interest-rate volatility is a key risk.
Pictet: Beating volatility with bonds
In times when uncertainty is the only constant, unconstrained fixed income investing shows its true worth.
Fidelity Adviser Solutions: AI in financial advice and FCA expectations
AI is reshaping financial advice, and the FCA is sharpening its focus on how firms use it. In this article, Fidelity Adviser Solutions outlines the regulators expectations around governance, data use, and client outcomes highlighting what advisers should be thinking about as AI becomes more embedded in everyday processes. A concise, practical overview for anyone wanting to stay aligned with emerging regulatory standards.
Baillie Gifford: Retirement income: smooth the journey, not the market
For retirement investors, a steady, growing income stream can help mitigate market volatility. David Rolland of the Baillie Gifford Monthly Income Fund explains.
Rathbones Asset Management - The Iran conflict reinforces that geopolitics is back with a vengeance
The rumble of B-52s is giving Head of Multi-Asset Investments David Coombs sleepless nights, while his days are filled with fever dreams of oil and TACOs. He looks at the long-term consequences of a more fractured world.
Webinar: Artemis Global Income Tuesday 21 April, 10am
Register for an update on the Artemis Global Income Fund including the teams latest analysis of global markets and what they believe will drive future capital flows
Webinar: Unpacking the key drivers of the US equity market Wednesday 15 April, 10am
Amid geopolitical impact on markets, the Artemis US team will examine key structural drivers for US equities, the recent outpacing of small caps over large caps and whether broader market returns will persist.
BNY: Impact of geopolitics over time?
Tensions between the U.S./Israel and Iran have recently boiled over into a military conflict, which has given many investors the jitters. However, our research shows that equity market pullbacks resulting from geopolitical events are often short lived with the S&P 500 typically higher in the months following these events.
BNY: Multi-Asset Views: Everybody hurts
These are the core investment decisions from this months report on BNP Paribas Asset Management multi-asset investment views.
Schroders: Gold and the Iran crisis: whats behind extreme price volatility?
Gold has lost roughly one fifth of its value in recent weeks, appearing to fail in its traditional role as a safe haven during conflict. What explains this performance and what is the bigger picture?
Schroders: Unconstrained fixed income views: March 2026
Events in the Middle East mean inflationary pressures are rising and central banks are on alert.
BNY: Differentiate to diversify
Techs shine is fading, making way for differentiated portfolios to flourish, says BNY Investments Newton global equity income portfolio manager, Jon Bell.
BNP Paribas: Managing multi-asset portfolios amid the volatility
The Middle East conflict and the resulting oil price surge have left the global economy and investors on a knife-edge. If the conflict is short-lived, the cross-asset market reaction would be to reverse the recent fall in valuations
BNY: Iran Conflict: Market Implications
The U.S. and Israeli attack on Iran, resulting in the elimination of Irans leadership, is a serious development for regional political and global energy price stability as it could set off moderate to material demand-supply imbalances.
Schroders: Our multi-asset investment views March 2026
After the spike in oil prices, the outlook is more balanced from here but that doesn't mean volatility is over. Find out more in our latest multi-asset views.
BNP Paribas: Portfolio maintenance in turbulent times
Since the outbreak of the Iran conflict, market losses have been limited, at least so far. But it might not take much in terms of adverse developments in the Middle East to wipe out any remaining positive year-to-date returns.
BNP Paribas: View from the Markets: Its not just Iran
The war in Iran continues to be the most visible factor driving global equity market returns. For example, the MSCI equity index for oil exporter Norway has gained over 6% since 27 February, while Thailand, an oil importer, has seen its market fall by nearly the same amount.
BNY: SCOTUS tariff decision may lift risk assets
The Supreme Court of the United States (SCOTUS) announced in a 6-3 ruling that tariffs imposed under the International Emergency Economic Powers Act (IEEPA) exceeded the powers of the president.
Schroders: Why short-dated bonds make sense in uncertain times
Turning to cash may seem tempting but waiting comes at a cost unless youre being paid. Short-dated bonds present an attractive alternative.
Aberdeen: Five things to know about bonds amid current geopolitical volatility
Typically seen as a safe haven asset in times of market stress, bonds have defied this status in recent weeks, reflecting a shift in how investors are thinking about inflation, interest rates and risk.
Artemis: What investors can learn from Sherlock Holmes
Artemis' Philip Wolstencroft runs through similarities between the SmartGARP stock-selection tool and the world's greatest fictional detective.
Aberdeen: Emerging market debt: myth versus market reality
Emerging market debt (EMD) entered 2026 in great shape. Across the asset class, we are seeing a range of positive dynamics. Hard-currency sovereigns, for example, are experiencing a wave of ratings upgrades, reversing a decade-long trend of downgrades.
Schroders: The new bond regime: why its no longer simply about income
Global bond markets continue to offer some of the most attractive income levels in over a decade, but investors can no longer treat fixed income as a simple, passive allocation.
BNY: What's going on with software?
Walter Scott has been taking a close look at software companies. Client investment manager George Dent explains why.
BNP Paribas: Developing countries: How will they weather the energy shock?
As in 2022, the energy shock will affect emerging and developing economies. Today, as in the past, this shock is a negative-sum game between importing and exporting countries.
Pictet: Barometer: Iran conflict demands earnest reassessment of active positions
Conflicting signals on how the war in Iran might come to an end have caused violent swings in asset prices. Against this backdrop, we have chosen to reduce allocations to emerging markets and cyclical sectors.
BNP Paribas: Oil shock means inflation and volatility
The Middle East conflict, and subsequent energy shock, risks pushing global inflation significantly higher in the coming months. That is certainly the historical lesson from other periods of conflict.
Pictet: Why the Gulf war will spur a new wave of clean energy investment
Geopolitical shocks expose fossil fuel risks. Renewables will fill the gap, driving investment in grids and resilient power systems.
Schroders: Let Asia's Growth Power Your Children's Financial Future
Theres no getting away from the fact that young adults in the UK today face a barrage of frighteningly large expenses that many will struggle to meet without parental help.
Artemis: UK equities: Why should investors look past the headlines?
Artemis' Fund Manager Ed Legget discussed the impact of recent negative political headlines and what has been attracting international investors back to the UK.
Pictet: The Iran war: scenarios for investors
The Iran war has roiled markets. Here are the scenarios investors should consider.
Artemis: Whats been driving the Russell 2000 outperformance vs the S&P?
Artemis' Fund Manager Olivia Micklem explains what's behind the YTD outperformance of US small caps vs their larger peers.
Aberdeen: Conflict in Iran: how long will it last, and what will be the economic impact?
The Iran conflict has escalated fast. Energy prices have spiked and risk sentiment has been hit, but financial markets are orderly. What does that tell us about what investors are expecting from the conflict, and what could still go wrong?
Schroders Equity Lens March 2026
Your go-to guide to global equity markets. Investing when geopolitical and stagflation risks are high.