Industry news and views from Panacea and our partners.
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Aviva Investors: The untold story: UK equity income
Please watch our webinar where we reveal the secrets to building consistent outperformance over a 10-year period that has included numerous volatile events.
M&G: Webcast: 50 years of Recovery Investing
Please join Tom Dobell, fund manager of the M&G Recovery Fund, and other members of the Recovery Team as the fund celebrates its 50th birthday. During the webcast they will discuss why recovery investing is as relevant today as when the fund launched, their outlook on the UK market and why this presents a favourable picture for recovery investing and how the fund is positioned.
Legg Mason: Recession Indicators Update: Lessons from 1998-2002
There are many parallels between today and 1998-2002, but the current environment lacks that period's overvaluation and cyclical excesses.
Legg Mason: Recession Indicators Update: Lessons from 1998-2002
There are many parallels between today and 1998-2002, but the current environment lacks that period's overvaluation and cyclical excesses.
Invesco: Beyond Brexit UK equity market
As the Brexit deadline looms, Mark Barnett, Head of UK Equities shares his thoughts on the current state of the UK equity market. Are investors being too pessimistic?
Schroders: This is why UK house prices might be sturdier than you think
Brexit uncertainty appears to have hit sentiment for UK property, but while certain sentiment indices have led to gloomy headlines, actual home price results have been much better.
Rathbones In the Know blog: Bad excuses for bad businesses
Almost two hours late and on his third pair of trousers, our head of multi-asset investments, David Coombs, isnt in the mood for half-baked equivocations by UK company managers.
Aviva Investors: The UK grocery market: ripe for disruption
With the grocery market undergoing significant changes, the successful supermarkets of the future are likely to be smaller and focussed on providing a rich shopping experience, writes Jonathan Bayfield.
M&G Investments: FTSE 100 celebrates 35 years a bargain opportunity?
Watch this months video where, Investment Director, Ritu Vohora looks at the evolution of the FTSE 100 over the past 35 years and whether UK equities are a buying opportunity.
Aviva Investors: UK real estate outlook: three opportunities for investors in 2019
Aviva Investors Jonathan Bayfield discusses the outlook for real estate. UK real estate markets face potential headwinds in 2019 as Brexit, trade talks and rising interest rates threaten to weigh on demand. But there are grounds for optimism. There may yet be favourable resolutions to both the Brexit talks and the US-China trade dispute. Furthermore, rate hikes are likely to be gradual, supporting continued appetite for real estate among institutional investors. And while appropriate strategies will be needed to mitigate late-cycle risks, there remain pockets of value in certain sectors: