Content (183)

  • Bond Investing_1208x604_thumbnail

    White papers

    Bond investing to support positive environmental and social outcomes

    2024-09-16T09:07:00Z

    Progress on the UN’s 17 Sustainable Development goals is lagging. With the target date of 2030 looming, less than a fifth of the goals are on track. With vital work still to be done, fund managers have an opportunity to address these critical gaps and accelerate progress. Mario Eisenegger, ESG bond manager outlines the role that bond investors can play to generate positive outcomes for both people and planet.

  • A circular economy_1208x604_thumbnail

    White papers

    A circular economy approach to protecting the ozone layer

    2024-08-19T09:14:00Z

    Pension schemes can play a key role in shaping the future by investing in private markets, while providing members access to a broad spectrum of innovative companies on a mission to make a difference. Here we look at how one business is providing key solutions to protect the ozone layer by reducing greenhouse gas emissions in refrigeration while actively promoting the circular economy across domestic and industrial processes.

  • What does India’s benchmark inclusion mean for investors

    White papers

    What does India’s benchmark inclusion mean for investors

    2024-08-15T09:54:00Z

    Indian government bonds have been added to the global emerging market bond index, providing foreign investors access to India’s $1.3 trillion government bond market. The move could improve capital flows into the country, as well as stabilise yields.

  • UNCERTAIN REGIMES_thumbnail

    White papers

    Generating returns in uncertain regimes

    2024-08-15T09:36:00Z

    As the last few years have aptly demonstrated, pandemics, wars and wildly fluctuating economic variables such as surging inflation and sweeping interest rate hikes have all contributed to heightened periods of uncertainty and volatility in financial markets, often at the expense of patient and unassuming long-term investors. Stuart Canning, Fund Manager in M&G’s Multi Asset Team, assesses the value of Dynamic Multi-Asset allocation in a world of shifting expectations.

  • Butterfly Effect Insight – Thumbnail

    White papers

    Japan: The butterfly effect

    2024-08-07T10:34:00Z

    Japanese equities have recently experienced one of their biggest ever drawdowns. Carl Vine, Co-Head of Asia Pacific Equities, examines the drivers of the market volatility and asks what the potential implications could be for investing in Japan.

  • firefly-a-cute-cupcake-with-eyes-in-the-style-of-hello-kitty-isolated-on-a-pink-background-hero

    White papers

    Hello Kitty: A big cat in the investment universe?

    2024-07-23T08:46:00Z

    Cuteness and investments are two words that are rarely paired together in the same sentence, but one of Japan’s most recognisable cultural and iconic exports stands out in its potential to deliver growth beyond current market imagination. To mark Hello Kitty’s 50th anniversary, Investment Director, Sunny Romo, sat down with Valentina Luo, an Analyst in the Asia Pacific equities team, to discuss the elements of the successful investment story in Sanrio, the creator of the much-loved feline character.

  • M&G

    White papers

    Paris-aligned investing: Active or passive?

    2024-07-22T10:17:00Z

    The algorithmic nature of passive funds’ investment processes can create the risk of over-simplification and short-termism when tackling the long-term challenge of climate change. We think that an active approach is not only more effective, but essential for investors aiming to make real contributions towards achieving the goals of the Paris Agreement.

  • MGI Equities Quarterly Outlook - web secondary hero image[7]

    White papers

    Quarterly Equities and Multi Asset Outlook – Q3 2024

    2024-07-22T09:49:00Z

    Many market participants have been caught by surprise by the strength of equities this year, and their outperformance versus fixed income markets. Valuations have risen globally. However, luckily for us, the tide did not lift all boats, leaving opportunities on the table. Where undemanding expectations have met with the power to innovate, this created some of the strongest outperformance. We think the ‘Hidden Gems of Innovation’ will continue to be among the best hunting grounds for alpha generation.

  • M&G

    White papers

    Evaluating risk and reward in an ever-changing world

    2024-07-17T09:33:00Z

    Private markets have grown exponentially since the Global Financial Crisis, and the growth story is far from over. We explore the risks and rewards of this often complex world and why expertise is crucial in achieving tangible results.

  • M and G

    White papers

    The potential power of income to deliver long-term returns

    2024-07-09T11:37:00Z

    After years in the wilderness, equity income is now arguably competing on a much more level playing field than it was in the past decade.

  • M & G

    White papers

    Meeting the capital challenge within impact growth equity

    2024-07-04T13:57:00Z

    Private equity investors increasingly are seeking to make a positive impact with their investments. However, for the businesses involved, the reduction in availability of late-stage funding is proving a serious obstacle.

  • GettyImages-1225175111_1208x604

    White papers

    Elections 101: Could the dust be settling favourably for emerging market equities?

    2024-07-04T13:18:00Z

    In the wake of major elections in India, Mexico and South Africa, we find a sea of investment opportunities for active stock selectors. Let’s delve deeper into the recent triumvirate of ballots that have unfolded across emerging markets, spanning continents from Asia to Africa to Central America. By examining the outcomes and implications of these votes, we stand to uncover a range of prospects for investors looking to navigate these dynamic markets.