Content (190)

  • Screenshot 2024-10-07 at 10.07.58

    Podcast

    Connecting the Dots: US elections – what are investors watching?

    2024-10-04T09:20:00Z

    In a year of global elections, the main stage has been set and all eyes are now on the White House and Congress in the US. In this episode, Anthony Balestrieri and Tony Finding discuss what investors are keeping a close watch on – from the bearing that election outcomes have on the global economic trajectory to fiscal expenditure and the ever-present market disciplinary forces. 

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    White papers

    Do elections really matter to investors?

    2024-10-03T09:04:00Z

    Investors seek to track the evolution of the economic fundamentals that serve to anchor asset returns over a long-term time horizon. We look at what they are.

  • Behavioural Finance2

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    How emotional bias could drive exploitable market inefficiencies

    2024-10-01T09:00:00Z

    The propensity for emotion and bias to influence decision making is a common individual experience. But do behavioural traits really drive markets too? Here, we analyse recent real world examples that suggests emotional responses are likely to be a factor behind market ‘episodes’.

  • The shifting landscape within direct lending

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    The shifting landscape within direct lending

    2024-09-24T11:02:00Z

    The direct lending market is constantly evolving. Recently greater competition within certain parts of the market has impacted pricing and eroded lending terms. For these reasons M&G Investments believes in taking a conservative and highly selective approach.

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    Prime opportunities within direct lending

    2024-09-23T09:46:00Z

    Within the direct lending universe M&G Investments believes the most attractive opportunities lie within the more conservative end of the mid-market. We explore why this is likely to be the case and how conditions within the asset class have changed.

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    Podcast

    Connecting the Dots: Misconceptions and opportunities in ABS

    2024-09-18T09:28:00Z

    A misconception that asset-backed securities (ABS) is largely the experience that the US subprime market went through during the global financial crisis still exists. In this episode, Matt Wardle and Harry Bullamore dispel the misconceptions around ABS which, once cleared, pave the way for investors to allocate to it, consider the uniquely defensive aspects of the asset class and where it sits from an overall portfolio construction perspective. 

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    European ABS: A compelling tool for DC default strategies

    2024-09-18T08:59:00Z

    Asset-backed securities are often a misunderstood asset class, despite having many compelling characteristics including a potential return premium and a defensive capital structure.These, in our view, make them well-suited as a tool for inclusion in defined contribution (DC) default strategies.

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    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

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    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.

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    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.

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    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.