Industry news and views from Panacea and our partners.
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M&G: AI and the elephant in the room: market concentration
AI continues to drive markets, but leadership is narrow. Our global lens highlights where opportunities are broadening beyond the US, helping you frame the risks and rewards in todays tech?driven landscape.
M&G: What is a safe haven now?
Traditional safe-haven assets arent behaving as reliably as they once did. We explore how diversifying across defensive assets and low?correlation strategies can help strengthen resilience across client portfolios.
M&G: Valuations as our north star
Much of last years performance has been valuation-driven rather than fundamentals-led. This section explains why starting valuations remain a useful anchor when setting long?term expectations.
Baillie Gifford: Emerging Markets, AI build and commodities
Investment specialists Philip Rae and Qian Zhang explore growth opportunities in the US, the Emerging Markets Growth Fund, and Acctons role in the AI infrastructure buildout. Capital at risk.
Scottish Mortgage: IPO Talk is Back
After a four-year drought, IPO talk is back. But a public listing does not mark the end of an investment journey it is simply a change in venue. What matters is scale, ambition and execution. A listing may change ownership structure, not the opportunity.
Baillie Gifford: The active edge: the case for growth in uncertain times
A series of extraordinary events has made the environment more challenging for growth stocks. But this level of trepidation cant go on forever, says Baillie Gifford partner Stuart Dunbar in this latest episode, suggesting that patient investors will benefit when stability returns and the markets value exceptional companies at a premium again.
Tax-efficient investing: beyond the basics
As tax year-end approaches, EIS, SEIS, VCTs and AIM portfolios come back into focus, but the detail matters. The Catts Eye View Tax Efficient Investment Report offers a clear, practical overview of these solutions, with insights from providers across the market. It highlights where they may fit, key considerations, and how approaches are evolving.
Aberdeen: Beyond commodities: investing in themes shaping the future
26 March 2026 09:00-10:00 Virtual event Discover how thematic equity strategies are helping investors access long-term forces reshaping the economy. Register now.
Fidelity Adviser Solutions: Tax tables 2026/27
Fidelity Adviser Solutions tax tables show information for 2025/26 and 2026/27 relating to tax rates, allowances and pensions. You can easily track changes to income tax, pensions, including State Pension and inheritance tax to support your advice recommendations.
MyFolio Live on the road 21 30 April 2026
Market volatility remains firmly in the spotlight, making it more important than ever to stay composed and reassure your clients. With over 15 years experience, the Aberdeen Investments MyFolio team brings a disciplined, diversified and risk-aware approach design to keep portfolios steady.
Scottish Mortgage Investor Webinar: Your Questions Answered
At the latest Scottish Mortgage webinar, portfolio director Claire Shaw was joined by investment managers Tom Slater and Lawrence Burns to answer shareholder questions. Capital at risk.
Fidelity Adviser Solutions: Pensions: the regulatory runway
A wave of pension reforms is on the horizon, many of which could significantly influence your client conversations. In this short overview, Fidelity Adviser Solutions highlight the key changes - including inheritance tax treatment, the rising Normal Minimum Pension Age, State Pension Age developments, and evolving salary sacrifice rules. They also explore several wider pension topics currently under debate.
Artemis Webinar: UK Small Caps: Why the opportunity is now
Join Artemis Mark Niznik and William Tamworth as they challenge the prevailing negativity around the UK market and explore why UK small caps, in particular, could be entering a powerful new phase of opportunity.
Rathbones Asset Management - The Sharpe End podcast: Dire Straits
As the conflict continues in the Middle East, the team discusses whether they are making any changes to their portfolios in response to the big moves they're seeing in markets. Next on the agenda is the software sector: once-loved, but where sentiment has since soured. Finally, the stock spotlight of the month is Singapore Telecommunications, one of Asia's largest telecom operators that's evolved well beyond a traditional phone company.
Webinar: Artemis UK Select
Thursday 9 April 10am Join to hear Ed Leggets outlook for UK equites, whats piquing the interest of international investors and the latest portfolio positioning and performance drivers.
BNY: Behind the numbers: Q4 GDP
Gross domestic product undershot expectations last quarter, but the shortfall appears driven more by the temporary government shutdown than broad-based weakness. Consumer demand remains resilient, and with supportive fiscal policy, easing financial conditions and a steady labor market, the outlook points to a modest acceleration in economic activity this year.
Aberdeen: Iran: Contained conflict or sustained oil shock? The triggers you can't ignore
Is the Iran conflict contained or set to escalate further? We map the market signals behind oil, havens and rates and the triggers that could change sentiment fast.
BNY: Sovereign debt: developed markets feel the weight
Advanced economies are grappling with historically high levels of sovereign debt.
Aberdeen: The monthly macro outlook video: February 2026
Geopolitical risk is rising - and its changing how investors think about markets. Paul Diggle from Aberdeen Investments analyses the impacts.
M&G: 10 Things to Love About PruFund
A quick look at key features that may support clients starting to invest.
BNY: AI adoption: the macro shock of the decade
In a short period, AI has advanced from novelty to an integral part of workflows, often matching or surpassing human performance in areas such as image classification, algorithm design, and data analysis.
Schroders: The value of not over-reacting to geopolitical turmoil
Moving out of stocks in response to market disruption can be an expensive mistake.
Aberdeen: Ultra-short-dated credit: steady returns in a changing rate environment
How active, benchmark-free strategies and ultra-short-dated credit could enhance cash returns.
Aberdeen: Beyond scale: rethinking the engine room of European infrastructure
Does size matter for economic infrastructure projects?
BNY: The Active Volatility Imperative: Building Resilience in Multi-Asset Portfolios
BNY Investments Newton Portfolio Manager and Quantitative Analyst Paul Byrne walks through why active volatility management is essential for positioning in the new risk reality.
M&G: Dash to Cash
Support your client conversations, weve brought together a small set of adviser resources, including 'Dash to Cash', A short guide on how long-term cash holdings may affect real returns.
Artemis: Will 2026 be Chinas year?
Wondering whether the New Year will bring an end to US exceptionalism has become something of tradition among investors as they play the annual forecasting game.
BNY: The role of volatility-managed funds in client portfolios: beyond model portfolios
BNY Investments Newton Portfolio Manager and Quantitative Analyst Paul Byrne explores how active, volatility-managed portfolios can help investors navigate todays market risks.
Pictet: Artificial intelligence powering a healthcare revolution
Machine learning is leading us to new therapies, says Generate: Biomedicines' Michael Nally.
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.
Schroders: Is AI really behind a global hiring slowdown?
A consensus is emerging that AI has hit hiring in recent years. But does the available data stack up the case?
Aberdeen: Global high-yield: why income matters more than you think
Harnessing the one factor that powers high-yield returns.
BNP Paribas: Monthly Market Views: AI disruption and dollar hedging
Despite the disruption artificial intelligence is creating across stock markets, one thing is clear AI-driven investment spending continues to grow. Big technology companies are expected to invest up to $650 billion on computing capacity and datacentres during 2026.
BNY: Multi-asset: 6 for 2026 outlook
Paul Flood, Head of Mixed Assets Investment at BNY Investments Newton, examines six prospective investment catalysts for 2026 and underscores the significance of diversification across asset classes, regions, and sectors.
Schroders: Monthly markets review - February 2026
An overview of markets in February when US shares underperformed other regions amid a rotation away from big US technology stocks.
Aberdeen: Emerging market income equity: can MediaTek turn innovation into income?
Taiwan-based chip designer balances research investment with returning its capital to shareholders
Pictet: The robotic era
An ageing population and advances in machine learning have created a fertile environment for innovation in robotics, which in turn should give rise to a new range of opportunities for tech investors.
Artemis: Whats the outlook for UK banks?
Artemis Fund Manager Ambrose Faulks presents his outlook for the UK banking sector and which ones excite him the most.