Content (244)

  • Quarterly Equities and Multi Asset Outlook – Q3 2025

    White papers

    Quarterly Equities and Multi Asset Outlook – Q3 2025

    8 July 2025

    In a market environment dominated by macro headlines, this outlook challenges conventional thinking by focusing on the power of company fundamentals. It explores how equities can thrive even amid weak economic data and highlights the risks of overreacting to broad macro signals. With insights into geopolitical shifts, sector-specific dynamics, and valuation opportunities, the report equips institutional investors with a nuanced view of where to find value—and how to position portfolios for resilience and long-term growth.

  • The enduring power of dividends

    White papers

    The enduring power of dividends

    7 July 2025

    Dividend strategies can be a valuable addition to investors’ portfolios, offering the potential for steady income and long-term growth. They have been overlooked lately, but in a world of lower stock market returns and uncertainty, it may be time for investors to rediscover the enduring power of dividends.

  • The great uncoupling- Is this the end of dollar domination?

    White papers

    The great uncoupling: Is this the end of dollar domination?

    30 June 2025

    Typically in times of crisis, Treasury yields fall, while the US dollar strengthens. Now, we are seeing the dollar tumble, while Treasury yields are rising – a signal that investors’ unshakeable faith in the US as a safe haven has begun to crumble. Where will investors turn in this new paradigm? 

  • How to sustain dividend growth amid volatility – and sow the seeds of future performance

    White papers

    How to sustain dividend growth amid volatility – and sow the seeds of future performance

    26 June 2025

    So far, 2025’s been a turbulent year – but dividend growth keeps us grounded. Dividend growth offers stability in volatile markets, balancing tech and defensives with disciplined investing and compounding returns driving long-term gains.

  • Financing the future of food

    White papers

    Financing the future of food

    23 June 2025

    Current food production models are encountering significant challenges, with modern agricultural practices endangering biodiversity and heightening dependency on finite resources. Amid rapid demographic shifts, we examine how strategic investments and the distinctive capabilities of emerging markets are poised to tackle global food challenges – and drive transformative change across the sector.

  • Making Europe great again- A new era for value investing?

    White papers

    Making Europe great again: A new era for value investing?

    19 June 2025

    After years of underperformance, European equities are outperforming their US counterparts this year. We explore what’s making European markets great again – and discuss why we believe the emergence of a new positive story for Europe could offer opportunities for value investors. 

  • Cutting through the noise- Three trends shaping impact investing

    White papers

    Cutting through the noise: Three trends shaping impact investing

    13 June 2025

    Impact investing has been shaped by various trends that have transformed it from a niche initiative to a mainstream strategy. Cut through the noise of headlines and buzzwords to find out what the three trends shaping impact investing today.

  • Investment Perspectives H2 2025 Outlook- Steady sailing in choppy waters

    White papers

    Investment Perspectives H2 2025 Outlook: Steady sailing in choppy waters

    5 June 2025

    The investment landscape is shifting. Economic, political and financial uncertainty has risen and investors are responding. What lies ahead for investors? In our mid-year edition of Investment Perspectives, CIOs from our Equities, Fixed Income and Private Market teams reveal how they plan to navigate these choppy waters and continue to uncover compelling investment opportunities.  

  • Twin engines of change- China, India and Asia’s renewable transformation

    White papers

    Twin engines of change: China, India and Asia’s renewable transformation

    5 June 2025

    The path to net zero runs through Asia. As the world accelerates efforts to decarbonise, China and India are emerging not only as critical players in the global energy transition, but also as engines of long-term economic growth in the region. 

  • The AI roadmap- Finding opportunities from evolving innovations

    White papers

    The AI roadmap: Finding opportunities from evolving innovations

    30 May 2025

    The latest earnings results from US technology firms offered valuable insights into the AI landscape and the pace of AI adoption. As innovation continues, AI is expected to grow. We explore where the AI roadmap is leading and what opportunities might be on offer for investors.

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    White papers

    Why investors need private markets

    27 May 2025

    The 60-40 approach to portfolio diversification is being challenged, as traditional asset class correlations weaken. Can private markets be an alternative diversifier and should investors consider an allocation?

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    White papers

    In conversation with Andrew Chorlton, CIO for Fixed Income

    27 May 2025

    From Yorkshire to university in Birmingham and bond markets in New York and California, Andrew Chorlton is now CIO for Fixed Income at M&G Investments. But what did his journey entail – and how does he see the role of fixed income in modern portfolios?