All Commentary articles – Page 12
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White papers2024 Global Listed Infrastructure fall update
Recent shifts in equity market leadership have begun to benefit infrastructure stocks. The long-term case for an active listed infrastructure allocation remains compelling.
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White papersWill COP29 be an enabling COP?
The 29th United Nations Climate Change Conference COP29 comes at a unique point in time.
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White papersWhat to expect between Election Day and the inauguration
With the US presidential election less than two weeks away, Americans may be looking forward to the end of a tumultuous political campaign season. However, if past trends are any indication, 5 November could be just the beginning.
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VideoInvestors vote with their feet
Prepare for volatility leading up to the election before a year-end rally.
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White papersWhat Will Differentiate the Asset Management Winners of Tomorrow?
From the rise of private markets to the proliferation of artificial intelligence (AI), the asset management landscape is changing quickly. How can managers stay relevant and competitive in the decade ahead? Martin Horne weighs in.
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White papersAsset Allocation Committee Outlook 4Q 2024
“We do think the Fed will get the first 100 basis points done quickly, but we see the central bank aiming for a return to a neutral rate, rather than an accommodative one—and in a soft-landing environment that would justify a rate cut pause around mid-year 2025, in our view.”
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White papersThe U.S. Election, the Economy and the Markets
Taxes, tariffs, regulation and the deficit: What do we know about the U.S. presidential candidates’ economic proposals and their implications for investors?
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White papers2024 US elections: macro, geopolitical, and investment perspectives
As the US elections approach, markets are increasingly focusing on the candidates’ platforms and their implications for the economy and markets. Taxation, foreign trade, immigration and fiscal policy are at the forefront of the candidates’ agendas. Harris advocates for higher taxes on corporations and the wealthy to fund social initiatives and green policies, while Trump promotes tax cuts, deregulation and an increase in oil production.
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White papersOur path to carbon neutrality by 2045
The retail fund has set its sights on achieving a carbon-neutral portfolio by 2045. No easy task, especially when it comes to high street retail. The many listed buildings in our city centres present added complications in this category: each building has its own unique character and therefore its own unique set of challenges as regards the measures that can and need to be taken.
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White papersInfrastructure debt: A sector for all cycles
Investor demand for infrastructure debt is growing amid higher-for-longer interest rates and supported by global mega-trends related to AI and decarbonisation.
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White papersTransition to a low carbon economy powers growth
Awareness and expectations surrounding sustainability and the need to transition to a low carbon economic model are maturing globally, driving demand and creating new investment opportunities.
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White papersAdding value through active management and capital reinvestment
Creating value in unlisted infrastructure investments requires more than an ‘invest and forget’ approach. Seeking to maximise returns of these types of assets requires active management, long-term thinking and often ongoing capital reinvestment.
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Asset Manager NewsTackling Scope 3 emissions through partnership
As corporate Australia seeks to address greenhouse gas emissions and other climate-related risks, alignment of ESG targets is increasingly at the centre of conversation.
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White papersWhat’s after “higher for longer?”
We explore whether interest rates are likely to stay higher for longer or revert to the mean—and the impact it could have on real estate credit returns.
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White papersGlobal elections: Can investors capitalise on market dislocation opportunities?
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.
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VideoReplay - Thriving in Tomorrow’s Market: Real Assets in Portfolio Allocation
In today’s complex financial landscape, characterized by rising inflation, fluctuating interest rates and increased geopolitical tensions, the importance of incorporating real assets into investment portfolios cannot be overstated.
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White papersIn conversation with Emmanuel Deblanc
A (former) chess player, Emmanuel Deblanc joined M&G Investments as the CIO for Private Markets in 2024. He sits down with Romil Patel to discuss the early days of his career and the journey to the top, why he thinks private markets are at a turning point – and the art of dealmaking in a more competitive world than ever before.
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White papersFuture cities: How the AI revolution could reshape the urban landscape
Beyond the hype, artificial intelligence is set to have wide-reaching implications across industries, transforming the way we live, work and play. Here, Alex Rolandi explores the impact the technology could have on the urban landscape, what this might mean for real estate investors, and why there will be winners and losers amongst the cities of tomorrow’s world.
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White papersGeopolitics and life sciences real estate: The impact on supply chains and the role in creating investment opportunities
Earlier this summer, we made the case that the real estate assets meeting the needs of the life sciences industry in Europe had the potential to deliver attractive risk-adjusted returns to investors.
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White papersFive areas of uncertainty we are monitoring
Remaining cautiously bullish as market grinds into fourth quarter.
