All Investors articles – Page 8
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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.
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PodcastDemystifying Capital Solutions Strategies
Michael Searles, Head of North America – Capital Solutions, explains why capital solutions strategies are garnering increased interest from institutional investors looking to diversify their private credit allocations and gain access to potentially uncorrelated returns.
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VideoAPAC Private Credit
We started senior lending in the Asia Pacific private credit market in 2011—and together with our 30+ years of managing private credit globally, our global scale, and a disciplined approach, we have become one of the most active lenders in APAC today.
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White papersSDG Engagement Equity, H1 2024 report
As responsible investors, it’s important that all the sustainability claims we make are credible and we focus on the issues that matter. The same should be expected of our investee companies. In this report we provide colour on the ongoing engagement dialogues we have been having with our holdings.
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White papersBuying, building and managing to core
There are two main benefits to having a core-plus approach in today’s market: flexibility and keeping the portfolio young. In terms of flexibility, we can take advantage of market dislocation, as we are seeing right now. And we can benefit from the whole cycle – secular dynamics and shifting demand – in any style or sector.
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White papersBalance Is Critical for the Obstacles Ahead
Rising inflation may be behind us, but now a nervous market parses every data release for signs of recession. Regular readers know that, in early September, I hear the starting gun for the race to the end of the year. As we get back to our desks after summer breaks, focus turns to end-of-year portfolio results, and calendars fill to review the year’s achievements, lessons and progress, and to begin peering into the year to come.
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White papersUnderstanding Style Drift in Perpetual BDCs
The popularity of perpetual BDCs and speed of capital raise for some has made it harder for certain managers to selectively deploy capital into true middle market deals—leading to “style drift” that can expose investors to unwanted risks.
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White papersEquitorial: A practical pathway to net zero
Investors increasingly recognise the urgency of addressing climate change. Many, particularly in the institutional investor space, have already set net-zero goals and commitments. In our latest Equitorial report we ask: Can good intentions be translated into effective action?
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White papersIt’s Hard to Relax
It’s time for a well-deserved, late-summer breather, yet geopolitical tensions continue to mount. The dog days of summer are a time for slowing down, letting go and recharging. With any luck, equity markets will comply by staying relatively calm. Yet amid all the uncertainty and rising geopolitical tension, we understand if it feels hard to kick back and relax.
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White papersMaking sense of market volatility
Global markets have been whipsawed by a series of sharp blows in the last few days, mainly centering around concerns about the health of the U.S. economy. Our view remains that the strength of household and corporate balance sheets implies recession is unlikely, but we acknowledge that risks are building. To help decipher and contextualize the current market reaction, Chief Global Strategist, Seema Shah, and Equities Chief Investment Officer, George Maris, provided some clarity into the current situation and their expectations for the remainder of 2024.
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White papersTimberland’s expanding investable universe
Timberland earns a position in many institutional investors’ portfolios because of its portfolio-level benefits – a lack of correlation with capital markets, ability to hedge inflation, and steady income return. For some investors, portfolio decarbonization is an increasingly important portfolio benefit that also comes from an allocation to timberland.
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VideoHow might investors withstand ‘AI FOMO’?
Maintaining a diversified portfolio amid the Magnificent Seven phenomenon could protect investors against volatility, says Phil Orlando, Chief Equity Strategist.
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WebinarWebinar replay : The evolution of convenience culture and property markets
Register to watch the webinar replay of Nuveen Real Estate’s Head of U.S. Retail and Mixed-Use, Katie Grissom, on the discussion of the retail comeback, how consumers are shaping the future of retail and the resilience of property fundamentals with moderator Wendy Pryce, Lead U.S. Real Estate Specialist.
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White papers2024 U.S. election: The importance of staying invested
It can be easy for investors to let their political persuasions impact their long-term financial judgment. However, allowing the outcomes of elections, particularly ones as polarized as what investors are facing this fall, to trigger an adjustment to portfolio allocations or even a withdrawal from markets entirely, has historically ...
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White papersPositioning for the 2024 U.S. Presidential Election
Calls from senior members of the Democratic party finally became too great this past weekend, with President Biden bowing out of the 2024 U.S. Presidential race. He will not be seeking a second term.
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White papersElection 2024: Economics, policy and positioning for a soft landing
The S&P 500 enjoyed a solid start to the year, fueled by the Federal Reserve embracing optimism about inflation without sacrificing growth. During Q2, however, evidence of still sticky inflation has reduced the number of expected rate cuts, weighing on market sentiment and resulting in more modest equity gains.
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VideoAndrew Parsons on Livewire’s Rules of Investing Podcast
What is a REIT? Why invest in a portfolio of Global REITs? And why 2024 could be an attractive entry point for an allocation to the listed real estate sector.
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White papersReal estate market rebasing: What does it mean for investors?
Kieran Farrelly reveals how to harness long-term real estate opportunities in today’s market conditions.
