Content (168)

  • FABIANA_THUMB

    White papers

    In conversation with Fabiana Fedeli

    2024-07-01T15:45:00Z

    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’.

  • ConnectingtheDots_Episode1_Mid-year investment perspectives with three CIOs

    Podcast

    Connecting the Dots: Mid-year investment perspectives with three CIOs

    2024-06-28T12:12:00Z

    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.

  • shifting_thumbnail

    White papers

    Shifting forces - Adapting to a new investment landscape

    2024-06-20T10:56:00Z

    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?

  • Investment Perspectives_mandg_1208x604_thumbnail

    White papers

    Investment Perspectives Mid-Year 2024 Outlook: Descent from the peak

    2024-06-19T11:16:00Z

    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.

  • Europe-vs-US_mandg_1208x604_thumbnail

    White papers

    Private credit: Europe vs the US

    2024-06-13T11:41:00Z

    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.

  • The growth of asset backed lending in Europe- A journey set to continue

    Video

    The growth of asset backed lending in Europe: A journey set to continue

    2024-06-12T13:38:00Z

    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.

  • High yield strctured credit_mandg_1208x604_thumbnail

    White papers

    High yield structured credit: Ripe conditions within the European market

    2024-05-30T15:48:00Z

    What is attracting investors to high yield structured credit?
    Structured credit has grown considerably over the last few years. The trends propelling the asset class are long-term with investors potentially able to capture equity-like returns from the asset class. Capital at risk.   

  • mandg_1208x604_thumbnail_insurance-p2

    White papers

    The lost art of credit analysis in buy and maintain management

    2024-05-29T10:58:00Z

    As we move into the later stages of the credit cycle, effective risk management within core fixed income portfolios is an increasingly pertinent issue for insurance companies. With corporate balance sheets under increasing pressure, traditional buy and maintain credit management strategies are being tested for the first time, placing increased focus on the benefits of a more active approach to long-term credit allocations.

  • Whats the issue with the new issue premium_1208x604_thumbnail

    White papers

    Fixed income: What’s the issue with the new issue premium?

    2024-05-21T16:03:00Z

    Amid surging demand for investment grade (IG) corporate bonds, the new issue premium typically offered by companies turned negative in the first quarter of 2024. This comes as investors seek to lock in higher yields before potential central bank interest rate cuts and demonstrates the weight of capital seeking to enter the market.

  • Episode mandg_1125x1125_podbean_LR

    Podcast

    The Investment Podcast: The return of equity income

    2024-05-13T10:45:00Z

    Post-Global Financial Crisis, income investing in equities found itself in the wilderness. The only way to outperform between 2010 and 2020 was to be at the growth-end of the spectrum. But that all changed abruptly in 2022 with spiralling inflation and rising interest rates. Listen for more.

  • Japan corporate transformation_1208x604_thumbnail

    White papers

    Japan’s corporate transformation fuels renewed optimism

    2024-05-07T14:41:00Z

    After a 34-year wait Japan’s stock market has reached a new record high, driven by optimism about corporate governance changes and attractive valuations. Following a stellar rally over the past year, Carl Vine, Co-Head of Asia Pacific Equities, believes there are further chapters to come in the Japanese equity story and the ongoing transformation of corporate culture offers potential opportunities for patient, engaged investors.

  • 1214903 MGINV Ampersand AO Fixed Income social post 04-24_02

    White papers

    With trillions looking to come off the subs bench is this the year of the bond?

    2024-04-29T11:39:00Z

    After an aggressive global rate hiking cycle trillions of dollars are poised to re-enter the market once central banks begin to ease, but risks still remain. The fixed income experts discuss generating returns despite market noise, including taking advantage of the expanding corporate bond market.