All Investors articles – Page 3
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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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WebinarThe countdown starts: US election results and market implications
As the US election results begin to unfold, they could have a major impact on markets and the economy.
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White papersMultinational companies can thrive in tough times
A common question investors ask is about the impact of de-globalisation. The risks are clear: rising US-China tensions, conflict in Europe and the Middle East, increasing trade barriers, broken supply chains, a slowing global economy and bouts of volatility in equity markets.
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White papersThe timeless nature of income investing
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.
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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 papersChinese equities: The investment story of the next decade
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.
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White papersVikas Pershad: What investing in India over 20 years has taught me
India is a broad and deep opportunity set that’s transforming rapidly – and it also has a demographic dividend, with around 40% of its population under the age of 25. Many can be absorbed into companies rapidly – and employment is an essential component to boost economic growth.
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VideoThe enduring appeal of Significant Risk Transfer looks set to continue
Demonstrating strong recent performance, Significant Risk Transfer (SRT) has been a favoured destination for investors seeking to capitalise on some of the attractive fundamentals offered by the asset class, such as the potential for high cash flows.
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WebinarModi 3.0: A New Dawn for Indian Equities?
India’s Prime Minister Narendra Modi’s first two terms saw significant growth in Indian equities, driven by bold economic reforms and a pro-business stance, and attracting both domestic and international investors alike. As we look ahead, the question arises: Can a third term, marked by a weakened PM reliant on a coalition government, build on this performance?
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White papersNot all net zero pathways are created equal
Improving real estate’s sustainability profile is pivotal to addressing climate change, as the sector contributes some 40% of global greenhouse gas emissions. But improving this sustainability profile isn’t just a ‘save the world’ exercise. For building owners and associated stakeholders it is also vital to establish the necessary long-term action plans towards net zero to protect income streams and value and manage costs.
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PodcastConnecting the Dots: US elections – what are investors watching?
In a year of global elections, the main stage has been set and all eyes are now on the White House and Congress in the US. In this episode, Anthony Balestrieri and Tony Finding discuss what investors are keeping a close watch on – from the bearing that election outcomes have on the global economic trajectory to fiscal expenditure and the ever-present market disciplinary forces.
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White papersDo elections really matter to investors?
Investors seek to track the evolution of the economic fundamentals that serve to anchor asset returns over a long-term time horizon. We look at what they are.
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VideoRethinking through the noise
“As the world speeds up, we instinctively move faster. Yet investors who slow down and rethink opportunity sets can gain the clarity needed to get ahead.”
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VideoCapitalizing on the Opportunity in Portfolio Finance
With direct origination capabilities, a proven track record, and an offering of differentiated solutions, our dedicated team has the ability to provide investors access to a unique and rapidly growing private investment grade asset class.
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White papersChina’s policy measures: a pivotal week?
China’s policymakers have announced a significant package of easing measures designed to lift China from a state of entrenched economic weakness. Comprehensive monetary policy easing, targeted at supporting the beleaguered real estate market and boosting Chinese equities, has now been rounded out by an impactful pledge to support fiscal spending and stabilize the troubled property sector.
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White papersBoeing bonds bound to bounce back?
Boeing is an iconic name. It enjoys high levels of political support in the government of its single largest customer, the United States. It produces the president-carrying Air Force One, makes the ubiquitous commercial airliners, influences space exploration, produces military equipment and maintains significant nuclear capabilities for the US. This relationship is a substantial pillar of support for the credit.
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White papersRethinking adversity to seize opportunity
Investors have access to plentiful information – and a gauntlet of conflicting views. Gaining clarity on pivotal forces shaping the world, from geopolitics to artificial intelligence (AI) and climate, can best be achieved by discerning data from noise. By rethinking adversity, opportunities emerge.
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White papersSpectrum Q3 2024: Marvellous medicine
Second only to AI for its ability to generate investor hype, the biotech sector offers opportunity and risk in equal measure. Read our latest Spectrum report to learn why our portfolio managers believe the investment case for life sciences is more than skin-deep.
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White papersThe shifting landscape within direct lending
The direct lending market is constantly evolving. Recently greater competition within certain parts of the market has impacted pricing and eroded lending terms. For these reasons M&G Investments believes in taking a conservative and highly selective approach.
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White papersPrime opportunities within direct lending
Within the direct lending universe M&G Investments believes the most attractive opportunities lie within the more conservative end of the mid-market. We explore why this is likely to be the case and how conditions within the asset class have changed.
