Industry news and views from Panacea and our partners.
Investments_
BNP Paribas Asset Management: 2026 inflation outlook: Navigating uncertainty
The year ahead looks set for a more balanced, although not necessarily benign, inflationary backdrop, even as the full impact of the US trade tariffs has yet to materialise in prices. For investors returns are more likely to come from income carry and specific exposure to inflation risk.
BNY Mellon Global Credit Fund Q4 2025 update
Watch a quarterly Fund update with April LaRusse: Head of Fixed Income Specialists at Insight Investment.
BNY: Monthly Checkpoints February 2026
Checkpoints is a comprehensive monthly chartbook highlighting major top-of-mind themes that could shape financial markets in the near term. In addition to the broader macroeconomic discussion, Checkpoints delivers detailed views on major asset classes, including global equities, fixed income and real assets.
Schroders: Anatomy of an "almost bubble"
Whether AI is a bubble or not, the broader opportunity set means that global equities offer something for everyone.
M&G: Weekly market commentary - available now
The weekly market commentary from the investment experts at M&G Life Investment Office for you to read and theres also a customer-friendly version to share directly with your clients.
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.
BNY: 6 for 2026 Outlook: Global Credit
Fading cash yields could see a powerful rotation into credit markets, while AI growth financing and the emerging markets could offer new opportunities. Peter Bentley gives his 6 potential catalysts for credit investments in 2026.
Aberdeen: Emerging markets equities: have we seen the top?
EMs rally has raised big questions and the real story sits beneath the headlines.
Aberdeen: The rise of grounded sustainability and why it's here to stay
Can grounded sustainability drive lasting value and practical change?
Quilter: A simpler, steadier, and smoother way of investing
Whether your clients are approaching retirement or already enjoying it, the Quilter Smoothed Funds have been designed to give them a more reliable and reassuring way to invest.
BNY: Reducing volatility with absolute return bond strategies
Absolute return bond strategies aim to deliver steadier outcomes by prioritising capital preservation and actively managing volatility. This approach offers investors a potentially more resilient way to navigate uncertain markets, writes Shaun Casey, senior portfolio manager at Insight Investment.
Aberdeen: GBP Stablecoins: Can digital cash finally go mainstream?
Stablecoins promise faster, cheaper and more transparent payments. But can new regulation help the UK and its financial institutions capture this opportunity?
Schroders: Long-run asset class performance: 30-year return forecasts (2026-55)
We expect lower long-term returns across most asset classes, driven by weaker productivity growth under a higher carbon pricing assumption this year. Equities are still expected to outperform bonds over the next 30 years, although the margin of outperformance has narrowed.
BNY: The roles fixed income can play in your portfolio
Discover how fixed income investments contribute to portfolio stability through consistent income generation, attractive returns, and effective diversification strategies.
BNY: Bonds Deliver Solutions for 6 Core Challenges
Explore how bonds serve as a critical tool for investors to manage risk, generate income, and maintain portfolio stability amid evolving market conditions.
Quilter: Proven and established expertise
When you choose the Quilter Smoothed Funds, you are investing with Quilter and Standard Life. Both bring proven expertise and a commitment to the financial success of your clients.
Aberdeen: Fixed Income: finding income in the crossover credit 'sweet spot'
Discover why the BBB-BB crossover universe has become one of the most compelling areas of global credit - offering high-yield-like income without venturing into the riskiest parts of the market.
M&G: Our new interactive blending case study
This case study shows how advisers can use the Prudential Retirement Account, PruFund, and Prudential Guaranteed Income Plan to help clients plan and manage their retirement income. It highlights practical strategies for each stage of retirement.
Schroders: Why investors are thinking twice about "passive" investing in global corporate bonds
We explore three advantages of choosing active over passive strategies in global corporate bonds.
BNP Paribas Asset Management: How to invest in tomorrow's four megatrends
Four clearly identifiable trends spanning the globe are shaping tomorrows world and with it, future opportunities for investors. Check out our infographic on these megatrends, the related investment themes and why investors should choose BNP Paribas Asset Management to gain exposure.
BNP Paribas Asset Management: What's the outlook for US high-yield bonds?
Growth forecasts for 2026 are generally being revised up for US companies as the benefits of deregulation and fiscal measures in the One Big Beautiful Bill start coming through, underpinning a still resilient setup for the high-yield fixed income market.
Quilter: A more predictable and reliable income
The Quilter Smoothed Funds in partnership with Standard Life offer a range of flexible and tax-efficient withdrawal options.
Schroders: What will bond markets think of the new Fed chair?
Following Kevin Warsh's nomination as Federal Reserve Chair, we examine the most relevant policy considerations for fixed income investors.
M&G: Smooth market wobbles with Prufund using the Individual Smoothing Account
Clients often accumulate multiple ISAs over time - and that can mean more complexity for them, and more administration for you. The Prudential ISA makes consolidation simpler, See how it works in our short video.
Aberdeen: Equities: How emerging markets help investors escape US AI mania
With US equities 'priced for perfection' and market concentration at historic highs, emerging markets may offer a more balanced path to growth, and a way to reset portfolio risk.
Schroders: Economic and Strategy Viewpoint - Q1 2026
While global growth is holding up better than expected, rate cuts risk reigniting inflation.
Aberdeen: US small caps primed to lead in 2026
Is 2026 shaping up as the year US small caps reclaim market leadership convincingly?
BNY: Capex as a catalyst
Improved business confidence and recent tax legislation are compelling corporations to reinvest their cash flows in their businesses. We believe this is a positive signal for economic growth.
Aberdeen: Macro: 8 issues that will define the investment landscape in 2026
A strengthening US economy, shifting geopolitical currents and diverging monetary policy moves characterise the outlook. Understanding these forces will be critical for investors navigating a more fractured, fast-moving world.
Schroders Equity Lens February 2026: your go-to guide to global equity markets
Schroders review Magnificent-7 spending, AI investment impacts on cash flow and ROI, EMs strong start to 2026, US equity trends, and value equities correlation with AI stocks.
BNY: Building resilience in multi-asset portfolios
Diversification, disciplined risk management and a forward-looking approach to selecting investments is necessary for multi-asset portfolios in 2026, says BNY Investments Newton FutureLegacy portfolio manager, Bhavin Shah.
Aberdeen: The Investment Outlook Introduction: February 2026
Geopolitical tension, AI disruption and the arrival of a new Fed chair. What could shape markets next?
Quilter: Simple and transparent smoothing
The Quilter Smoothed Funds in partnership with Standard Life have been designed with simplicity and transparency in mind, to help you and your clients easily understand how their pension savings are managed.
Schroders: Monthly markets review - January 2026
A look back at markets in January when emerging market shares and commodities performed strongly.
M&G: PruFund update, market insights, performance drivers and more...
26 February | Sign up now for an insight-rich session with our investment specialists, designed to equip you with practical, actionable takeaways making it easier to translate market movements and product updates into meaningful client discussions.
Aberdeens House view: Staying invested, being diversified
A resilient global cycle continues to support calculated risk taking. Global growth remains solid, inflation is easing and policy is gradually loosening all supportive for asset markets, despite the risks.
Artemis: Fund in 5ive: Artemis Monthly Distribution Fund
In this Fund in 5ive, co-manager Jack Holmes and investment director Josh Passmore discuss how the fund achieves true diversification by looking beyond the usual suspects to have beaten its peer group over all time frames.
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.
BNY: Vantage Point: Rates, Rules and Reality Q1 2026
Vantage Point: Rates, Rules and Reality Q1 2026 "Welcome to another edition of Vantage Point, the quarterly economic and markets outlook from the BNY Investment Institute"
Schroders: Our multi-asset investment views - January 2026
We have downgraded our view on commodities to neutral but continue to like gold as a diversifier.