Content (134)

  • mandg_1208x604_thumbnail_the-ai-evolution-where-are-we-heading

    White papers

    The AI evolution: Where are we heading?


    Artificial Intelligence (AI) has dominated headlines this year and sparked a rally in technology stocks. Jeffrey Lin and Thomas Lee, Fund Managers, Global Artificial Intelligence (Thematic Technology), believe that generative AI represents a significant technological advancement, with potential benefits extending across a broad range of industries. So how is this disruptive technology translating into exciting new investment opportunities?

  • mandg_1208x604_thumbnail_sustainability-interconnected-challenges-and-potential-solutions

    White papers

    Sustainability: Interconnected challenges and what we’re doing about them


    Some of the world’s biggest challenges are inextricably intertwined. Here, we look at potential solutions across four interconnected areas: halting climate change, improving efficiency, embracing a circular economy, and promoting greater social inclusion.

  • Real asset megatrends- Global trends shaping investment opportunities

    White papers

    Real asset megatrends: Global trends shaping investment opportunities


    Megatrends are long-term, global themes forecast to shape and transform society, the economy, and the environment over the next few decades. Investors are able to participate in the propagation of these trends through allocations to real assets, which are tangible physical assets with intrinsic value due to their substance and properties. 

  • M&G - Contrasting US and European private credit

    White papers

    Corporate lending: Contrasting US and European private credit


    Private credit – historically viewed as a niche asset class – has seen exponential growth over the last decade. Here, we explore key differences between the US and European private credit markets.

  • mandg_1208x604_thumbnail_global-inflation-have-deflationary-forces-subsided

    White papers

    Global inflation: Have deflationary forces subsided?


    Global inflation continues to gradually cool, helped by lower energy prices and the impact of tighter monetary conditions. However, getting inflation back to 2% on a sustained basis could prove more difficult and depend on whether longer-term deflationary forces are able to re-assert themselves.

  • mandg_1208x604_thumbnail_the-investment-podcast_dissecting-the-fallout-from-the-gilt-crisis


    The Investment Podcast: Dissecting the fallout from the gilt crisis


    Just over a year has passed since the gilt market turmoil of September 2022, sparked by the UK government’s so-called ‘mini-budget’. The fallout from the crisis, as the pound fell and gilt yields spiked, prompted an emergency intervention by the Bank of England to restore orderly market conditions against a global backdrop of high inflation and rising interest rates. A significant change in asset class demand dynamics ensued as pension funds sought to meet collateral calls for their LDI mandates.

  • Inflation- Mapping the impact of the global rate hiking cycle

    White papers

    Inflation: Mapping the impact of the global rate hiking cycle


    After a sustained era of cheap money, an abrupt and unprecedented shift in the global interest rate hiking cycle was ushered in, as the world’s major central banks sought to stave off surging inflation. 

  • A lesson from life- Is buy-out the only option for DB pension schemes?

    White papers

    A lesson from life: Is buy-out the only option for DB pension schemes?


    A lesson from life: Is buy-out the only option for UK DB pension schemes?

  • mandg_1208x604_thumbnail_the-investment-podcast_the-state-of-play-of-european-private-credit


    The Investment Podcast: The state of play in European private credit


    Risk assets have repriced over the past year due to financial-market volatility and higher-than-usual levels of uncertainty surrounding issues such as terminal rates, inflation, geopolitics and economic growth. Consequently, we believe private credit currently offers unusually high potential returns while retaining its traditional defensive characteristics of low duration and security.

  • mandg_1208x604_thumbnail_esg-in-private-credit-a-key-differentiator

    White papers

    ESG in private credit: A key differentiator?


    Although ESG integration is still relatively nascent in the private debt sphere, advances are being made as lenders take into account the long-term risks entailed with debt issuance.

  • mandg_1208x604_thumbnail_why-abs-could-be-an-attractive-option-for-european-insurers

    White papers

    Why ABS could be an attractive option for European insurers


    A fundamental shift in the UK defined benefit (DB) pension market, sparked in September 2022 by the government’s ‘mini budget’, opened the doors to potential opportunities across the balance sheet for insurance companies. Here we explore how European insurers may be in a position to take advantage of the compelling risk adjusted returns on offer in the European ABS market.

  • mandg_1208x604_thumbnail_considering-the-time-sensitive-potential-of-significant-risk-transfer

    White papers

    Considering potential opportunities in Significant Risk Transfer


    A Significant Risk Transfer (SRT) transaction is a first or second loss protection purchased by a bank on a diversified pool of core lending assets, for example, loans to large corporations, as well as SMEs. Although the origins of the SRT market date back to the 1990s, it has only existed as recognised today since the introduction of Basel II in 2007. Here, we explore why now could be a good moment for patient investors to consider SRT transactions, and why this potentially compelling opportunity could be short-lived given where we are in the economic cycle.