Content (210)

  • CTD_CIO Outlook_PODBEAN

    Podcast

    Connecting the Dots: CIO 2025 outlook – and why growth’s the elephant in the room

    2024-12-12T13:10:00Z

    With growth top of the agenda for investors moving into 2025, join M&G Investments’ CIOs for their outlook amid a number of macroeconomic effects at play. They deliberate on growth, the Trump presidency and tariffs given the potential implications for global geopolitics, inflation – and prospective market opportunities.

  • Investment Perspectives 2025 Outlook- No time for complacency

    White papers

    Investment Perspectives 2025 Outlook: No time for complacency

    2024-12-09T11:03:00Z

    Markets took the key events in 2024 mostly in their stride. Will this relaxed view persist over the next 12-months? CIO’s from across our investment teams discuss the likely events and drivers they believe will shape investor returns over the coming year.

  • How insurers can_1208x604_thumbnail

    White papers

    How insurers can harness prime opportunities within direct lending

    2024-12-02T10:26:00Z

    Within the direct lending universe, the most attractive opportunities lie within the more conservative end of the mid-market, in our view. We explore why this is likely to be the case, how conditions within the asset class have changed and the benefits of direct lending for insurers’ balance sheets.

  • US Presidential election_1208x604_thumbnail

    White papers

    US Presidential election: Trump wins again – what could it mean for markets?

    2024-11-07T17:10:00Z

    Donald Trump will be returning to the White House for his second presidential stint. What has been the immediate market reaction to Trump’s electoral victory – and what could this mean for investors?

  • Analysing greenhouse gas emissions- It’s not as easy as 1-2-3

    White papers

    Analysing greenhouse gas emissions: It’s not as easy as 1-2-3

    2024-11-06T10:27:00Z

    Finance professionals spend a lot of time analysing companies’ financial accounting. However, as businesses increasingly set targets to reduce their greenhouse gas emissions, extending this level of rigour to emissions accounting is imperative. Here, we consider some of the key challenges.

  • Meeting the capital challenge within impact growth equity

    White papers

    Meeting the capital challenge within impact growth equity

    2024-11-01T15:57:00Z

    Private equity investors increasingly are seeking to make a positive impact within their investments. For the businesses involved however, there is a problem: availability of late-stage funding. In this article, we explore the reasons why.

  • US elections_1208x604_thumbnail

    White papers

    US elections risks and opportunities: Pricing in known unknowns

    2024-10-30T17:35:00Z

    Over the past five years, global equity markets have risen despite some very obvious risks. Could it be that risks often turn out to be a source of opportunities? Stuart Canning, Fund Manager in the Global Macro Team, believes investors should look at what is priced-in, not what they think is going to happen. He examines the market’s expectations for the US election and asks whether rising market volatility is here to stay.

  • Investing in the future_1208x604_thumbnail_Updated

    White papers

    Investing in the future: The power of microfinance

    2024-10-29T17:29:00Z

    Private credit can be a powerful tool in promoting economic growth and fostering prosperity in the world, while providing investors with income potential over a fixed term. Set up in 2005, the European Fund for Southeast Europe (EFSE), seeks to make a positive impact on society by providing finance to underserved geographies. The fund helps support businesses and individuals on revenue generation, improving living conditions, and creating employment.

  • 1333501 M&GINV Image search for article - Dog-friendly ice cream 1208x604 10-24

    White papers

    Ice cream for dogs: Why energy demand just cannot stop growing

    2024-10-22T09:50:00Z

    Granular energy transition models all contain a tension between better energy efficiency due to technological progress, and the emergence of new energy use-cases. We look at examples of this dynamic in practice, and consider how it may impact energy demand in the coming decades.

  • Timeless nature of income investing

    White papers

    The timeless nature of income investing

    2024-10-16T16:25:00Z

    Capital gains took a precedence during the post-Global Financial Crisis era of ultra-low interest rates and quantitative easing measures implemented by central banks. Now we find ourselves in a very different environment, we believe income investing could be making a comeback. Alex Rolandi speaks with the investment teams to find out why this is important, and how investors can address the income challenge without sacrificing growth.

  • Global elections_Thumbnail

    White papers

    Global elections: Can investors capitalise on market dislocation opportunities?

    2024-10-16T16:12:00Z

    Investors track three key variables when it comes to elections to cut through the 24/7 news cycle/ M&G Investments’ breaks down what they are – and why they matter.

  • Chinese equities-The investment story of the next decade

    White papers

    Chinese equities: The investment story of the next decade

    2024-10-16T13:50:00Z

    A more thoughtful and far-reaching set of stimulus measures by the Chinese authorities has nullified some of the negative perception among global investors when it comes to China. David Perrett, Co-Head of Asia Pacific Equities, suggests that the continued caution could be creating some compelling long-term opportunities for stockpickers. He explains why he thinks Chinese equities have the potential to become one of the investment stories of the next decade.