Content (174)
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White papersParis-aligned investing: Active or passive?
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.
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White papersEvaluating risk and reward in an ever-changing world
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.
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White papersThe potential power of income to deliver long-term returns
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.
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White papersMeeting the capital challenge within impact growth equity
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.
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White papersElections 101: Could the dust be settling favourably for emerging market equities?
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.
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White papersPrivate credit: Europe versus the US
Estimates suggest the private credit market will double in value over the next 5-years. It’s attractions remain as strong as ever: potential inflation protection, diversification, potentially attractive risk-adjusted returns, and volatility reduction. With Europe and the US dominating almost 90% of the market, what are the key differences between these regions and where should investors set their focus?
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White papersIn conversation with Fabiana Fedeli
An ‘optimist who plans for the worst,’ Fabiana was named one of the 100 Most Influential Women in Finance in 2022 by Financial News. Here, M&G Investments’ Chief Investment Officer for Equities, Multi-Asset and Sustainability, tells Antonia Oprita about her love for markets and why she thinks of herself as a ‘data junkie’.
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PodcastConnecting the Dots: Mid-year investment perspectives with three CIOs
Each month experts from across our global network of investors will join us to bring you their views across equities, fixed income and private markets. This debut episode features investment perspectives from M&G Investments’ three Chief Investment Officers (CIOs) at the mid-way point of 2024.
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White papersShifting forces - Adapting to a new investment landscape
After a period of relative stability, waves of structural changes have recently led to a shift in the investment regime. With higher interest rates, inflation and geopolitical fragility, the environment is highly unpredictable. How can investors navigate the challenges ahead?
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White papersInvestment Perspectives Mid-Year 2024 Outlook: Descent from the peak
Where could investors discover opportunities as we approach the descent from peak interest rates? At the mid-way point of 2024, our CIOs and investment teams across Equities and Multi-Asset, Fixed Income and Private Markets bring you their views on the current investment landscape, look beyond the ‘noise’ and map the potential routes for success amid heightened volatility.
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White papersPrivate credit: Europe vs the US
The global private credit market is dominated by the US and Europe. M&G believe the European market is set to expand more rapidly. What are the key differences within each region? Which could potentially offer the most attractive risk/return? Our latest insight provides a roadmap for investors.
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VideoThe growth of asset backed lending in Europe: A journey set to continue
The sustained rise of asset backed lending (ABL) in Europe has been driven by well understood factors. These include a continued bank retrenchment in Europe, regulatory pressures, technological developments and banks seeking balance sheet optimisation. Together these factors have propelled the ABL market forward.
