Industry news and views from Panacea and our partners.
Market Outlook_
Schroders: Spotlight series 2026 Reframed Macro Strategy - escalation in the Middle East
We have reframed this Thursdays Macro Strategy webinar to focus on the investment implications of the ongoing conflict across the Middle East. This will bring you insight from some of our leading strategists and investors.
Aberdeen: US small caps primed to lead in 2026
Is 2026 shaping up as the year US small caps reclaim market leadership convincingly?
Pictet: Seven trends to watch in 2026
The key trends in science, technology and sustainability over the next 12 months and beyond.
Schroders: Monthly markets review - January 2026
A look back at markets in January when emerging market shares and commodities performed strongly.
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.
Aberdeen: The Investment Outlook Introduction: February 2026
Geopolitical tension, AI disruption and the arrival of a new Fed chair. What could shape markets next?
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.
Columbia Threadneedle: Investment Outlook 2022 with William Davies
Deputy Global CIO and CIO EMEA, William Davies, talks about what the coming year might bring for companies, markets and fiscal policy
Columbia Threadneedle: Changing monetary environment sets the backdrop for a year of change in 2022
Interest rates have been historically low for more than a decade, dampened by the flood of monetary stimulus introduced in the wake of the global financial crisis. In 2022 we expect this to change.
Rathbones: The Sharpe End podcast: (Its not a) Christmas Party
On this month's episode, Will and Craig review and score Davids predictions for 2021 against how the year actually panned out.
Sanlam: December monthly outlook
Growth versus inflation: how will central banks react to rampant price rises and mixed economic data?
Jupiter: Investment outlook 2022: the value of active minds
As the start of another pandemic-era year beckons, investors and the world at large are once again faced with the need actively to balance both opportunities and risks.
M&G: Outlook video 2022
After a period of surprising outcomes for both equity and debt markets, both of which have reached record prices even after the global instability caused by COVID-19, what does 2022 hold? At the forefront of investors minds are the questions of whether inflation is transitory or more permanent, the likely rate hikes from major central banks, and if the high prices of risk assets, whether equities, corporate bonds or high yield, are sustainable. Jim Leaviss, CIO, Public Fixed Income, Fabiana Fedeli, CIO, Equities & Multi Asset, and Maria Municchi, multi asset Fund Manager, discussed how these issues are likely to affect their respective asset classes in the coming year.
T. Rowe Price: 2022 Global Market Outlook: Playbook for a Shifting Economic Landscape
With inflation and tapering, the pandemic, diminishing federal stimulus, and high valuations lending uncertainty to markets, investors will need to dig deep to find the highly attractive global opportunities we believe remain.
Sanlam: We've reached the peak of the business cycle, is it downhill from here?
Weve reached the end of what has been an incredibly quick business cycle. Are there only negative surprises to come?
Fidelity FundsNetwork's Investment Outlook
Back in July, investors' hopes were high as they were looking forward to what the summer would bring as the vaccine programme helped to bring Coronavirus under control. Fast forward to the present day and the rose-tinted glasses are seemingly off. Tom Stevenson asks if we're heading for a discontented winter, or if there's still room for hope.
Columbia Threadneedle: Economic forecasts: Q3 2021
Economic paths diverged in Q1 as Covid-19 infections rose in many parts of the world once more, leading to further restrictions. At the same time, the US and the UK accelerated their vaccination programmes, allowing both countries to set a path to reopening well ahead of the summer.
M&G: Market outlook: three things to look out for over the next year
As we approach the last quarter of 2021, we believe that these are likely to be the main areas of focus for investors over the next 12 months
T. Rowe Price: Global Asset Allocation: July Insights
Global economic growth to remain strong through the back half of the year, albeit off peak levels, as monetary and fiscal policy support moderates from crisis-level highs.
Jupiter Asset Management: Macro, Markets and ESG
Please join John Chatfeild-Roberts, Algy Smith-Maxwell, Alastair Irvine and other members of the Jupiter independent funds team as they provide fast insights into macroeconomics, the outlook for markets, global vaccine programmes and the Biden White House. Edward Bonham Carter also joins the discussion as the team share their views on environmental, social and governance issues.
Rathbones In the KNOW blog: Step by step
Earnings season has mostly gone well and analysts have increased their forecasts for future profits.
Jupiter Merlin Weekly: Economic optimism IMF-style
As global economic growth forecasts increase we must remember that the post-Covid normal may not be the same as the pre-Covid normal. Read the Jupiter Merlin teams view.
Jupiter Merlin Weekly: Global powers flex muscles behind the dance of the seven veils
As major powers jostle for supremacy, Ukraine, Iran and Afghanistan are again the battleground. Read the Merlin teams view on whats causing these brewing storms.
FundsNetwork: Investment Outlook are we out of the woods yet?
In his latest Investment Outlook, Tom Stevenson, Fidelity's Investment Director, provides analysis on global markets and the outlook for the year ahead.
Columbia Threadneedle: Covid-19: One Year On
In this podcast from the Eye of the Needle team, Toby Nangle, Global Head of Asset Allocation at Columbia Threadneedle Investments, reflects on the extraordinary year weve had a year that challenged families, companies, markets, economies and governments.
Columbia Threadneedle: Fund manager interview: maintaining a global focus
With economies looking towards a post-Covid world and concerns around inflation growing, we talk to the manager of the Global Focus strategy about what 2021 might have in store
Rathbones: Investment Insights Q2 2021
In the latest Investment Insights, we explore how benchmark US government bond yields spiked as investors braced themselves for the release of pent-up consumer demand, encouraged by Joe Bidens $1.9 trillion stimulus package. We take a look at where US bond yields and interest rates may go from here, and what that means for equity investors.
Columbia Threadneedle: Covid-19 index: when might life return to normal?
With every country attempting to return to normality following the coronavirus pandemic, we are monitoring US economic activity as well as other measures of 'normality' such as entertainment and leisure, high street shopping, and schools reopening.
Orbis: Harder to get into than Harvard
If 2020 was an emotional roller coaster, the first month of 2021 has been a peek inside the darker corners of the funhouse. We remain hopeful that more measured times lie ahead, but also mindful that the turning of a new calendar page only goes so farand much uncertainty remains.
Columbia Threadneedle: Global Perspectives 2021
In 2020 we experienced the extraordinary, in the form of the Covid-19 pandemic that challenged individuals, families, companies, governments and investment markets around the world.
T. Rowe Price: Uncovering opportunities amid the recovery
Markets are entering the new year optimistic about the successful development of vaccines to combat the spread of COVID?19, seeing the news as a light at the end of the dark tunnel that was 2020.
Rathbones: Investment Insights Q1 2021
Financial markets have been on a rollercoaster over the past year. There was a sharp drop in March as countries locked down and then a swift upswing followed, led by technology shares. Even unloved companies, particularly banks and energy firms, have rebounded lately, thanks to good news about vaccines.
Columbia Threadneedle: 2021 Investment Outlook Video
Watch Columbia Threadneedle Investments leading investors discuss the outlook for economies and markets, as well as the themes, trends and events they expect to see in 2021.
Hymans Robertson: COVID-19 and the markets: a six month snapshot
Now that we are more than six months int the COVID-19 crisis, Catherine Miller, Investment Manager, provides her six month snapshot market commentary.
Rathbones In the KNOW blog: Post holiday blues
With summer fading into memory, a long uncertain winter of social distancing lies ahead. Its easy to feel gloomy, but as chief investment officer Julian Chillingworth argues, we should try not to buy into the doom.
Columbia Threadneedle: Coronavirus: what now for economies and markets?
Its been a tumultuous time for investors everywhere. Momentum is the key when looking at future prospects for stock markets and employment prospects across the continent
Quilter Cheviot: Far from smooth sailing
Join Investment Manager Pavan Harnal, Head of Fixed Income Research, Richard Carter, and Equity Research Analyst, Oliver Creasey, as they discuss the Brexit negotiations and the sharp fall in the pound.
Orbis: How is the market up?
After the worst five-week crash ever, global stockmarkets have recovered all of their losses in just five months, with the MSCI World Index setting a new all-time high in late August. As the world continues to struggle with the pandemic, how is the market up?
Prudential Market Insights Update- June 2020
The coronavirus is still featuring heavily in the news at the moment, but as economies across the world start to slowly reopen, where are some of the key challenges and opportunities?
Rathbones In the KNOW blog: Easy does it
Economic statistics fell off a cliff in May, but as chief investment officer Julian Chillingworth notes, investors were already anticipating a big bounce as economies began to reopen.