Content (151)

  • mandg_1208x604_thumbnail_Mapping the global electoral landscape

    White papers

    Mapping global elections and what this means for investors

    2024-04-17T14:17:00Z

    It’s a defining 12 months for the world we live in today and wake up to tomorrow as billions of people across more than 50 countries head to the polls in 2024, although not all national elections will be free and fair. Romil Patel looks at some of the key votes from the world’s oldest to its largest democracies, as well as emerging markets – and what this means for investors.

  • mandg_1208x604_thumbnail_Does corruption perception matter

    White papers

    Does corruption perception matter to investors?

    2024-04-02T15:38:00Z

    It’s not lost on any investor that nearly half the world’s population is set to participate in elections this year, with a select few anticipated to significantly alter a country’s trajectory. With this in mind, we ask, do corruption perception trends matter to investors?

  • The Investment Podcast- The long-term megatrend of European private asset-backed finance

    Podcast

    The Investment Podcast: The long-term megatrend of European private asset-backed finance

    2024-03-25T17:13:00Z

    While Europe’s private asset-backed finance markets have been growing in importance for a number of years, it’s only in recent years where we’ve seen the regulatory pressures that banks are facing come to the fore, fuelling a strong desire to shrink balance sheets and increase capital.

  • mandg_1208x604_thumbnail_gauging-gilts-over-a-year-on-from-the-mini-budget

    White papers

    High yield floating rate notes: Prospects in the next stage of the cycle

    2024-03-19T12:06:00Z

    Global high yield floating rate notes delivered strong returns in 2023 during a period of heightened macroeconomic uncertainty that included double digit inflation and interest rate hikes. With 2024 well underway, inflation is returning to target levels and the prospect of slower, yet positive, economic growth has encouraged a cautious sense of optimism that a soft landing may be achieved. Here, we explore the potential prospects for this growing subset of the high yield fixed income universe as we approach the next phase of the interest rate cycle.

  • China-linked equity sales accelerate

    White papers

    Enter the dragon: Why China is competitively positioned

    2024-03-06T16:15:00Z

    There are several reasons to remain constructive on China, in our view. We believe that pessimism about China’s fortunes and the wider economic outlook, resulting in the current idiosyncratic sell-off, presents opportunities for active investors to find great companies at very attractive valuations.

  • Thumbnail_1166601 M&GINV Image request A Favourable Starting Point for Emerging Market Debt 02-24 1208x604

    White papers

    A favourable starting point for Emerging Market debt?

    2024-02-28T15:42:00Z

    A favourable global growth picture and potential interest rate cuts could be advantageous for emerging market bonds in 2024. However, given significant uncertainty and the potential for election-related volatility, we believe a selective approach is crucial in identifying attractive opportunities.

  • Thumbnail_1167607 M&GINV Income strips Banners 02-24 1208x604

    White papers

    Income strips for insurers: A natural fit?

    2024-02-27T15:38:00Z

    With many UK defined-benefit pension schemes considering de-risking options in the wake of higher interest rates, their appetite for private assets, such as Income Strips, has reduced thus leaving potential opportunities for other institutional investors.

  • Paid social_The great global election cycle 1200x1200

    Podcast

    The Investment Podcast: The great global election cycle

    2024-02-23T17:07:00Z

    As billions of people vote in national elections in 2024, including seven of the world’s 10 most populous nations, our panel of cross asset class experts looks at the issues and potential unique and overlapping implications at play across developed and emerging markets – from the US and UK to South Africa and Mexico. They also analyse what asset allocators are watching, including the influence of outcomes on fiscal, monetary and climate policy, the impact on asset prices and potential mispricing opportunities.

  • 1143103 M&GINV Banners The Big Contribution DC Pensions Building a Brighter Future with Private Assets 01-24_1208x604

    Research Report

    The big contribution: How DC pension schemes can build a brighter future with private assets

    2024-02-07T17:06:00Z

    Private assets can make a big contribution to DC pension schemes by enhancing the quality of member retirements, while helping to contribute to a more sustainable planet. 

  • GettyImages-1340683419_1208x604

    White papers

    Waste to wealth: A circular economy approach to e-waste

    2024-02-06T11:45:00Z

    From mobile phones to medical equipment, electronic products in their millions are being produced and discarded in excess each year. The growing e-waste problem is driving unparalleled levels of resource depletion and pollution, presenting a clear social and environmental risk. As a result, countries are increasingly looking to establish more sustainable consumption and production patterns through a circular economy approach.

  • The innovations transforming healthcare

    White papers

    From ‘smart chemo’ to gene therapy: The innovations transforming healthcare

    2024-01-30T16:00:00Z

    From the invention of the stethoscope to the discovery of penicillin, many healthcare innovations have supported better health and well-being outcomes. Jasveet Brar, Darshan Rughani and Philip Kemp explore a selection of innovative technologies on the cusp of commercial inflection, with the potential to revolutionise the pharmaceutical and medical device industries specifically.

  • 1130103 M&GINV Image for Tokenisation Article 12-23_1208x604a

    White papers

    Tokenisation: The next frontier for investing?

    2024-01-23T12:40:00Z

    We investigate recent technological advances in the bond markets and examine what impact tokenisation and digital currencies might have on investing in the future.