M&G Investments
Connecting the DotsEpisodes
Episodes of Connecting the Dots
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Each month experts from across our global network of investors will join us to bring you their views across equities, fixed income and private markets. This debut episode features investment perspectives from M&G Investments’ three Chief Invest
Post-Global Financial Crisis, income investing in equities found itself in the wilderness. The only way to outperform between 2010 and 2020 was to be at the growth-end of the spectrum. But that all changed abruptly in 2022 with spiralling infla
While Europe’s private asset-backed finance markets have been growing in importance for a number of years, it's only in recent years where we've seen the regulatory pressures that banks are facing come to the fore, fuelling a strong desire to s
As billions of people vote in national elections in 2024, including seven of the world’s 10 most populous nations, our panel of cross asset class experts looks at the issues and potential unique and overlapping implications at play across devel
History offers useful lessons, as a plethora of adages often remind us. In the first episode of 2024, Jose Pellicer Global Head of Investment Strategy and Richard Gwilliam, Head of Research at M&G Real Estate, kick off the new year with a brief
M&G’s CIOs Jim Leaviss and Fabiana Fedeli share their perspectives for 2024, considering how to potentially drive returns through the uncertainty ahead, and highlighting the importance of being selective in a challenging economic environment.
Just over a year has passed since the gilt market turmoil of September 2022, sparked by the UK government’s so-called ‘mini-budget’. The fallout from the crisis, as the pound fell and gilt yields spiked, prompted an emergency intervention by th
Risk assets have repriced over the past year due to financial-market volatility and higher-than-usual levels of uncertainty surrounding issues such as terminal rates, inflation, geopolitics and economic growth. Consequently, we believe private
The Significant Risk Transfer (SRT) market currently offers a compelling alternative to traditional asset classes given high levels of inflation, according to James King, Head of Structured Credit at M&G Investments. SRT transactions involve a
Housing needs are defined by age profiles and can be split into five categories. The needs will often be driven by the activities that are likely to be pursued by that cohort, as well as cultural values. For example, we installed larger-than-us
Investing in infrastructure has historically been about existing, stable and secure assets. In recent years, there has been a concerted effort to drive towards sustainable sources of power and energy needs and have resilient local infrastructur
To what extent do European High Yield markets represent good value at the moment and is now an attractive entry point? In this instalment, David Parsons and David Fancourt look at how European High Yield compares to Investment Grade, as well as
The evolution and implementation of ESG across asset classes has not been homogenous, and it resonates more so with corporate debt and equities when compared with specialised asset classes, such as ABS. What has been observed in the marketplace
With a third of the global economy expected to fall into recession in 2023, Jose Pellicer considers previous recessions of 1991 and the Global Financial Crisis, which were succeeded by some of real estate’s finest 8-year returns. He also looks
M&G’s CIOs, Fabiana Fedeli, Will Nicoll and Jim Leaviss share their views as we head into 2023, discussing valuation opportunities, the depth of a potential recession – and how much closer we are to the light at the end of the tunnel of rate hi
Credit markets have been front and centre stage as the events of 2022 unfolded. With much of the economic bad news now priced in, David Parsons and Richard Ryan analyse what risks investors need to be aware of in the current environment, the ca
Imagine a new global financial crisis (GFC) materialising every year from here. The market seems focused on the fact that it will get tougher for consumers, and is in some cases pricing in default rates equivalent to GFC levels of stress, for y
Fixed income and equity markets face being influenced by inputs from all angles, making this no market for broad macro calls. As sweeping bets err into extreme risk exposure, Fabiana Fedeli dissects the virtues of being tactical and selective i
Like every asset class, the real estate sector is grappling with spiralling inflation and rising interest rates. In times like these, real estate has traditionally been seen as a hedge against inflation, but does it still hold true in the conte
With interest rates, inflation and growth out of kilter, the world is in an extraordinary place. While it may be difficult to see exactly where and how to invest, periods of volatility do also throw up opportunity. In this CIO special, Will Nic
In major economies inflation is approaching double figures and already setting 40-year, or more, highs. This wasn’t supposed to happen but the reality is that it is. In this episode, David Parsons and David Lloyd discuss the once comfortable co
As the world tried to make sense of the pandemic, a record number of distress funds hit the road to raise capital in the expectation of an avalanche of investment opportunities – but this expectation soon failed to meet reality. Riccardo Cumerl
Traditionally an area dominated by banks, consumer lending is a well-established asset class, but what’s new is that asset owners can now get access to these assets. In this episode, Jerome Henrion guides us through the diversification benefits
Inflation has proved to be anything but transitory. In this episode, David Parsons and David Lloyd discuss the economic impact of an evolving inflationary environment, the implications of supply-constrained inflation feeding into policy, the va
As lockdown restrictions lift and economies reopen, Jose Pellicer, Paul Crosbie and Andrew Amos survey the value add landscape and what this means for occupiers and discerning investors. Plus – what does it take to navigate high-quality real es
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