Industry news and views from Panacea and our partners.
Partner Webcasts_
Prudential: March 2017 Budget webex
It's that time of year again when the Chancellor of the Exchequer Philip Hammond will deliver the first of two Budgets this year to Parliament. This first one will take place on Wednesday, 8 March.
BlackRock Natural Resources Growth & Income Fund webcast
Join Skye Macpherson, Director and Portfolio Manager within the BlackRock Natural Resources team for a live and interactive webcast on Tuesday 7th March.
M&G BVTV: Emerging Markets Special
Next Mondays BVTV will be an emerging markets special, featuring retail fixed interest deputy fund manager Charles de Quinsonas and his equity market counterpart Michael Bourke. They will discuss topics such as stabilising EM fundamentals, the impact of the ongoing global hunt for yield, and their thoughts on what Trump really means for the asset class, all against the backdrop of the very latest developments in emerging markets.
M&G Global Dividend Fund Webcast with Stuart Rhodes
On 1st March at 10am, Stuart will provide a detailed update on the fund, starting with the drivers of performance in 2016.
Webcast: Rathbone Heritage Fund, 1 March 2017
Fund Managers, Carl Stick, Elizabeth Davis and David Harrison will give an introduction to the Rathbone Heritage Fund, highlighting the key differentiators and the investment process.
Prudential and PPMG quarterly update
Prudential are running a WebEx on 1 March 2016, to help you identify new financial opportunities with your clients. They have three different sessions running throughout the day.
Royal London: Steve Webb webinar - Pension landscape 2017
Please join us from 09.30am 10.30am on Thursday, 09 February 2017 for a webinar. Steve Webb, Director of Policy at Royal London will discuss the outlook for pensions in 2017 and update you on the latest research which Royal London has undertaken. Steve will discuss:
Fidelity: New year, new FTSE highs
With the rally in UK equities continuing and the FTSE 100 making new record highs, what does this mean for value investors?
Schroders webconferences Coming up in January
Welcome to our webconferences email, keeping you up to date with our interactive sessions. This month, Tom Wilson shares his views on Emerging Markets in 2017, our panel of experts on Schroders Live explores the opportunities and challenges that investors may face in 2017 and Ian Kelly and Rupert Rucker provide an update on the global equity portfolios they manage.
Fidelity: The search for value as the FTSE 100 hits new heights
With the FSTE 100 this week hitting a record high as the current market rally continues what does this mean for value investors?
Prudential: Tax year end planning for all the family
Register to join Prudentials WebEx on 10 January 2017 to help you identify new financial opportunities with your clients.
Prudential: A year of opportunities WebEx Event
Prudential are running a WebEx on 15 December 2016, to help you identify new financial opportunities with your clients. They have four different sessions running throughout the day.
Schroders: What to expect in 2017? - webconferences this month
Welcome to our webconferences email, keeping you up to date with our interactive sessions. This month, Azad Zangana will share his thoughts on what 2017 might have in store for investors.
Prudential: Important information on the latest PruFund funds performance
The Expected Growth Rates (EGRs) reflect Prudentials view of how they think each PruFund will perform over the long-term. Although Prudential take a long-term view, they do review the rates every three months.
Qualified financial planner but holding back?
Just recently I had lunch with an adviser friend of mine and he revealed to me that despite becoming a certified financial planner five years ago, regularly attending meetings and events for planners and wanting to only offer a financial planning service he is not actually doing it. He said that he was still only doing product based transactional business the same way he always had for fifteen plus years.
Canada Life: Planning opportunities with international investment bonds
With an international investment bond your clients can benefit from 5% tax-deferred withdrawals with no tax returns being required until a chargeable gain occurs. This offers simple and straightforward tax-efficient investment solution. Kim Jarvis, technical manager at Canada Life, explains how to make the most of the tax free allowances.
Schroders Live: US election on 9th November at 1.30pm
As the hotly contested race to the White House comes to its conclusion, join us live on the day of the results when our panel of experts will be discussing market reaction to a Trump or Clinton presidency and what investors should focus on.
BlackRock: US election call
How will the upcoming US election affect markets? In their latest paper 'A Consequential Election' the BlackRock Investment Institute gives their in-depth views on the potential impacts.
Canada Life: Estate planning innovation that stands the test of time
Canada Life has been helping people keep control of their estates for more than 40 years. Ensuring they have access to their money during their lifetime, and control over what happens after they've gone.
Prudential: State of the nation WebEx event register now
Prudential are running a State of the nation WebEx day on 27 October 2016, to help you identify new financial opportunities with your clients. There have four different sessions running on the day.
BlackRock UK Income 3 year anniversary webcast
Please join co-managers Mark Wharrier, Adam Avigdori and David Goldman of the BlackRock UK Income Fund on the 18th October as we celebrate the three year anniversary of the team's inception in September 2013.
Prudential: Developing Professional Relationships WebEx
This is your last chance to register for the Prudential WebEx day aimed at helping you develop your professional relationships.
Fidelity: Why you should own a value fund
Equity investors are herding towards companies associated with lower volatility cash flows, as they believe these to be a safer investment option. Companies that dont fit this description are much cheaper and the gap between the two has opened up to historically unusual levels.
M&G Global Dividend Fund webcast
Join us on Wednesday 21 September at 10.00am for a webcast briefing by Stuart Rhodes, fund manager of the M&G Global Dividend Fund.
M&G Optimal Income Fund webcast
Join us on Tuesday 13 September at 9.30am for a webcast briefing by Richard Woolnough, fund manager of the M&G Optimal Income Fund.
Prudential: Developing professional relationships WebEx event 28 September 2016
Prudential are running a WebEx day aimed at helping you develop your professional relationships.
Fidelity Perspectives: The week ahead, volatility returns and political risks
Weekly news and views from Fidelity Internationals investment team.
Prudential's Portfolio Management Group WebEx on 1 September 2016
Register to join our WebEx on 1 September 2016 to help you identify new financial opportunities with your clients.
Getting your Human Resources in Order
As regulation continues to drive financial services to the brink it is more important than ever to get the best from your staff.
BlackRock UK Income Webcast Wednesday 27th July, 11:30-12:00am
Please join co-managers of the BlackRock UK Income Fund, Mark Wharrier, Adam Avigdori and David Goldman for a live and interactive webcast. The Fund Managers will discuss current macro views and where we are finding opportunities in the UK equity market, how dividend growth can be a potent contributor to long-term returns, the impact of Brexit and why investors need to be flexible in the current environment to have the best chance of their income keeping pace with inflation, without sacrificing long-term capital growth.
BlackRock UK Income Webcast Wednesday 27th July, 11:30-12:00am
Please join co-managers of the BlackRock UK Income Fund, Mark Wharrier, Adam Avigdori and David Goldman for a live and interactive webcast. The Fund Managers will discuss current macro views and where we are finding opportunities in the UK equity market, how dividend growth can be a potent contributor to long-term returns, the impact of Brexit and why investors need to be flexible in the current environment to have the best chance of their income keeping pace with inflation, without sacrificing long-term capital growth.
BlackRock UK Income Webcast Wednesday 27th July, 11:30-12:00am
Please join co-managers of the BlackRock UK Income Fund, Mark Wharrier, Adam Avigdori and David Goldman for a live and interactive webcast. The Fund Managers will discuss current macro views and where we are finding opportunities in the UK equity market, how dividend growth can be a potent contributor to long-term returns, the impact of Brexit and why investors need to be flexible in the current environment to have the best chance of their income keeping pace with inflation, without sacrificing long-term capital growth.
BlackRock UK Income Webcast
Please join co-managers of the BlackRock UK Income Fund, Mark Wharrier, Adam Avigdori and David Goldman for a live and interactive webcast.
Canada Life Webinar: Why International Investment Bonds - pinpoint tax planning
An international bond can be a perfect vehicle for controlling the tax point on the gains made and tax-efficient planning - including funding for a child's or grandchild's education.
Prudential: Trustee Investment Masterclass
Register to join our Technical Masterclass WebEx on 21 July 2016 to help you identify new financial opportunities with your clients.
M&G Property Portfolio update webcast
The EU Referendum result has had far-reaching political and economic consequences that continue to unravel on an almost daily basis. Within asset management, the UK commercial property sector has been impacted, with a wave of client redemptions causing many of the industrys largest retail property funds to temporarily suspend trading.
Canada Life Webinar: Estate planning without the IHT angle
Placing an Investment bond in a suitable trust can be an effective way to reduce or mitigate inheritance tax (IHT). However, there are other benefits to this approach that have nothing to do with IHT.
INVITATION - Schroders Adviser Investment Forum 2016
We would be delighted if you would join us on Wednesday 28 September at The Savoy Hotel, London for Schroders Adviser Investment Forum 2016.
Fidelity: The results are in and we're out - what next for markets?
As markets digest the implications and the immediate volatility many investors will be considering what the impacts are for both the UK and beyond. In a live and interactive webcast, Fidelity Solutions' Nick Peters and Kevin O'Nolan will take your questions and look at where markets go from here. Today, 3pm.
Fidelity International's Paras Anand on EU referendum + details of Dominic Rossi conference call
The vote by the UK electorate to leave the EU has certainly taken both the currency markets and stock markets by surprise. It is important to recognise the scale of moves that we are seeing are in context to a strong performance both by Sterling and by UK markets over the last week. Whilst the result will lead to political uncertainty which may lead to shorter term volatility in the markets, it is important to remember that such events impact the long term prospects of companies only at the margin.