All Commentary articles – Page 8
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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 papersQ4 2024 Outlooks: Implications of Rate Cuts, Geopolitics, and Economic Uncertainty
In delivering on expectations for a policy pivot as the summer came to a close, the Federal Reserve joined its global peers in kicking off a new rate-cut cycle at a time when global economies are experiencing uneven growth and an uncertain path ahead. Meanwhile, anxieties have seemingly intensified with US elections in the fall, war in the Middle East, and persistent tensions between global powers, all of which place geopolitics right in the middle of the investment outlook.
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White papersPart II: Resilient Investing Amid Geopolitical Uncertainty
In an increasingly uncertain environment, PGIM surveyed investors across the US, Europe, Asia-Pacific and Middle East to uncover how geopolitical risks are changing the way institutions are constructing their portfolios and approaching risk management. The results shed light on the risks that investors fear most, as well as the actions they are taking to either mitigate the potential fallout or capitalize on opportunities that emerge.
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WebinarChina After the Stimulus
In our recent Spotlight on China webinar, we explored key insights on China’s market, including recent volatility, significant rallies, and the drivers behind these movements. Portfolio Manager Andrew Mattock examined the impact of government stimulus measures, such as monetary policy shifts and real estate stabilization efforts. Lastly, we discussed the sustainability of the recovery, touching on challenges like weak consumer confidence and geopolitical tensions.
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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 papersPrivate Markets Investment Outlook Q4 2024: Reasons to be optimistic
A continued decline in inflation, the beginning of normalising central bank rates, and an improved capital demand/supply balance create a favourable environment for private market investments. However, persistent geopolitical tensions underscore the need for diversified allocations.
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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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BlogAnalysis of 4 Political Policy Areas on the U.S. Economy
A scenario analysis on four key areas related to the 2024 U.S. Elections, trade & tariffs, fiscal policy, immigration & labor supply, and monetary policy, all with significant economic impacts.
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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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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.
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White papersSDG Engagement Equity Q3 2024 case study: Varun Beverages
Indian multinational Varun Beverages is one of the largest bottlers of PepsiCo’s drinks in the world. It has posted revenue growth of more than 20% per annum over the past decade and its solid track record supports expectations of further success.
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VideoYour Questions Answered: managing cash and liquidity
In our Q&A video series, Debbie Cunningham, CIO, Global Liquidity Markets, sheds light on our approach to managing cash investments and risk, our track record through different market environments, the outlook for cash products as rates fall, and the role they play in a long-term portfolio.
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White papersThe hidden environmental cost of our digital lives
As our digital world expands, so does its impact on our planet. Artificial Intelligence (AI) and other new technologies are powered by data centres using millions of litres of water, meaning the environmental cost of technology is significant. But there’s hope – innovative solutions like rainwater harvesting and renewable energy investments are making a difference. Discover how companies like Microsoft are leading the charge towards a more sustainable future…
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White papersObesity drugs: a lifeline for global healthcare systems
The global population is expanding and at the same time, life expectancy is increasing. Chronic diseases are on the rise and the threat of infectious diseases is constantly evolving. All of this is set to place a massive strain on already-stretched healthcare systems.
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White papersPowering returns: Why non-investment grade energy infrastructure debt now?
The global transformation to sustainable energy is one of the most important investment themes of our generation. Governments and businesses across the globe are seeking to decarbonize as digitalization and generative artificial intelligence are creating a surge in power demand. How can investors benefit from these two megatrends?
