Content (308)
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White papersCelebrating Independence Day: from the American Revolution to the stockmarket revolution
The US has a deep equity culture that has evolved alongside the nation. On the 250th anniversary of the US Declaration of Independence, Daniel White highlights the characteristics that have driven the US stockmarket’s remarkable long-term investment returns.
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PodcastConnecting the Dots: CIO Mid-Year Outlook. Adapting to the new investment landscape
From the evolving AI story to an inflationary backdrop, M&G Investments’ CIOs dissect a complex market where traditional rules of investing appear to be breaking down. Find out where they see risks and opportunities across equities, fixed income and private markets, and why they emphasise the importance of selectivity, diversification and a more dynamic approach to asset allocation in the second half of 2026.
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White papersInvestment Perspectives Mid-Year Outlook 2026: Rally vs reality
In the first half of 2026, a striking divergence has emerged: equity and bond markets appear to be dancing to very different beats.
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White papersMeeting climate targets: A more complex journey
As climate transition pathways become more fragmented, institutional investors are shifting from broad ambition to practical implementation. With 2030 targets drawing closer, investors need more flexible frameworks, broader portfolio tools and stronger governance to balance climate objectives with return, liquidity and real world constraints to navigate a more complex environment.
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White papersAsia Pacific’s longevity advantage: What it means for senior living
Longer lifespans, healthier ageing and rising digital engagement are redefining later life across developed Asia Pacific. As preferences shift, traditional senior living models are being tested, opening the door to a new phase of institutional opportunity.
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White papersValue-add real estate and the speed of forgetting
The built environment is having to adapt more quickly than it once did. Technology, tighter regulation and higher capital costs have shortened the lifespan of established property formats. Noura Tan, together with Robert Balick and Frédéric Laurent, Managing Partners at BauMont Real Estate Capital, M&G’s European value-add real estate business, examine how value-add investing is being redefined as cycles shorten and why building portfolios around more than one market story is becoming increasingly important.
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White papersInflation is back. Where next for investors?
The sudden Iran-led energy shock has clouded the macroeconomic outlook. However, this inflation spike is part of a wider post-pandemic inflation cycle and investors need to be aware high inflation is now structural, not transitory. Supply shocks, not global demand, are fuelling inflation, a backdrop compounded by geopolitics and a lack of fiscal levers available to governments.
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White papersStability and credibility: The evolution of emerging market debt
Despite a sharp increase in geopolitical risk and market volatility, emerging market debt (EMD) has shown notable resilience. Compared with previous stress episodes, the asset class has held up well versus developed market (DM) rates, US high yield and equities. We see this as evidence that EM is increasingly being judged on its own fundamentals rather than treated purely as a high‑beta risk asset.
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White papersComing of age: Fixed income and changing demographics
The Day of Seven Billion took place in 2011 to much fanfare. The world’s population reached a landmark number, yet 11 years later in 2022 the world hit 8 billion, relatively unmarked. For generations, we have become accustomed to a growing world, largely driven by emerging market countries such as India and China. However, now we face a different prospect – one of slower birth rates and older populations. The global population is projected to peak at 10.3 billion by the mid-2080s before gradually declining.
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White papersEmerging markets after Iran shock: AI, oil and market dispersion
Emerging markets continued their resurgence in early 2026, only to be tested by renewed geopolitical shocks. As AI leadership, oil disruption and policy credibility pull markets in different directions, performance has become increasingly uneven. We explore why emerging markets’ resilience is now defined by dispersion and what that means for investors.
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White papersStructure, not risk, driving US and European private credit divergence
Recent private credit repricing within the software sector has prompted wider questions about the asset class. However, amidst this repricing, the European market has proven far more resilient than the US. Why has this been the case? We suggest the answer lies in the structural, not risk-based differences that exist between these markets.
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White papersOn the ground in Emerging Markets: Taiwan
Taiwan’s central role in the global semiconductor industry has driven robust economic growth as companies such as TSMC have benefited from the AI boom. But, as well as being vital to global trade and technology markets, Taiwan is also exposed to geopolitical and energy supply risks. Following a recent visit to the country, Michael Bourke, Head of Emerging Market Equities, shares his insights on Taiwan’s evolving market dynamics and geopolitical challenges.
