Industry news and views from Panacea and our partners.
M&G Investments
M&G Investment: Japan Fund quarterly update Q4 2025
Watch our latest webcast to look back at the last quarter of 2025 with Carl Vine, Co-Head of Asian Investment, and Sunny Romo, Investment Director. They highlight the latest updates from the last quarter and discuss their view on the long term strategic opportunity.
M&G Investments: Quarterly Equities and Multi Asset Outlook – Q1 2026
Markets are becoming increasingly more polarised. Investors appear to be crowding one area of the market, while dismissing the rest of it with the same apparent conviction.
M&G Investments: Investment Perspectives 2026 Outlook: Searching for value amid the euphoria
As 2025 draws to a close, investors are digesting the disruptive events they were forced to navigate. Extreme volatility was all too often the prevailing backdrop; the ‘Liberation Day’ tariffs crash, ongoing geopolitical conflict, a US credit rating downgrade and increasing questions about AI-led market momentum.
M&G Investments: France’s fiscal reckoning: navigating opportunity amid political chaos
France, long regarded as an economic pillar of Europe, has found itself embroiled in political and financial turmoil in recent years. With elevated government bond yields and deteriorating credit ratings, investors and policymakers alike are grappling with the implications. How can bond investors navigate this volatility?
M&G Investments: India’s energy transition: Ambition meets execution
India is executing one of the world’s most ambitious energy transitions as it seeks to reach net zero by 2070. However, Deepika Mundra, Senior Analyst in the Asia Pacific Equities team, suggests that the real story may not lie in the gigawatts added, but in the capital goods ecosystem gaining scale across the grid, solar, and storage value chains.
M&G Investments: Digitalisation for the masses – How technology is transforming emerging market economies
Physical infrastructure has long been seen as the cornerstone of emerging markets’ (EM) development. However, digitalisation of a vast, informal economy is emerging as a powerful engine.
M&G Investments: Home away from home? Europe and APAC living sectors’ appeal amid US uncertainty
Amid economic fluctuations and fraying geopolitical ties, investors are reassessing their reliance on US assets.
M&G Investments: From electrons to photons: The next great compute transition
Computing has evolved through significant shifts in the medium and mechanisms of processing information, leading to transformative impacts on industries and economies. Carl Vine, Co-Head of Asia Pacific Equities, argues that another such change is happening now, with the use of photons.
M&G Investments: Credit spreads: Is there something you're not telling me?
In a market facing elevated government debt levels, questions around central bank independence, as well as both macro and micro economic risks, Harriet Habergham unpicks how bond investors can navigate this environment.
M&G Investments: Soft signal: How Labubus became a barometer for the global economy
In 2025, few would expect a plushie keychain to offer a window into the state of the global economy. Yet, Labubus, by Chinese toymaker Pop Mart, have become an unlikely proxy for shifting consumer behaviour, the rise of cultural commerce and China’s expanding soft power, writes Noura Tan.
M&G Investments: Comfortable being uncomfortable: Maintaining conviction
As an investor, you need to have an edge that allows you to build solid performance – if you don’t know what that edge is, or how to articulate it, you’ll likely deliver the same returns as everyone else.
M&G Investments: Quarterly Equities and Multi Asset Outlook – Q4 2025
For now, there are no clear challenges to companies’ earnings, which are the real drivers of risk markets, but we need to stay watchful. Tariffs may not be the prevailing narrative, but that doesn’t mean their impact will disappear. Localised credit episodes are contained but need to be monitored.
M&G Investments: Japanese dividends: The trend is your friend
Dividends in Japan have been growing in the past decade, and the trend is accelerating. Carl Vine, Co-Head of Asia Pacific Equities, explains why dividend growth is a compelling element of the Japan “reform” story – and why he believes the trend is set to continue.
M&G Investments: Japanese politics: Brinkmanship or break-up?
The Komeito Party’s announcement of its withdrawal from its 25-year coalition with the Liberal Democratic Party (LDP) has caused political uncertainty in Japan. Carl Vine, Co-Head of Asia Pacific Equities, explores historical precedents and considers the potential political and market implications of this split.
M&G Investments: Bond Vigilantes Forum, 2025 highlights
In a world defined by evolving geopolitics, economic uncertainty, and shifting debt dynamics, M&G’s leading fixed income experts tackle the key market concerns. Watch their latest insights at our recent Bond Vigilantes Forum 2025.
M&G Investments: 2020s — still the decade of the cheap asset?
In 2020, we proposed that higher interest rates, de-globalisation, and the re-pricing of assets previously deemed safe would lead the 2020s to be the decade of the ‘cheap asset’. Now, five years on, Shane Kelly, Global Value Equities Fund Manager, examines how the investment regime has evolved and discusses the potential opportunities for value investors.
M&G Investments: From Electrons to Photons: The Next Great Compute Transition
Computing has evolved through significant shifts in the medium and mechanisms of processing information, leading to transformative impacts on industries and economies.
M&G Investments: Exploring the evolving AI landscape
This summer saw no shortage of news flow and events concerning artificial intelligence (AI). In this update, Jeffrey Lin, Head of Thematic Technology Equities, reflects on the evolving AI landscape, including technological advances and demand for infrastructure, and outlines why he believes AI innovation has the potential to deliver strong multi-decade revenue growth.
M&G Investments: Beyond politics: Unlocking the value of diversity and inclusion
While recent political pushback has seen diversity, equity and inclusion (DEI) slip down the agenda, we believe there are still significant opportunities for investors in this area.
M&G Investments: Japan’s corporates are sitting on a potential $2 trillion real estate treasure trove
Japanese companies hold vast real estate assets, which are typically misvalued on their balance sheets.
M&G Investments: Markets in motion: How Asia is staying on course
Tariffs, tension and volatility have tested global nerves - but Asia is showing steady resolve. With Asian markets defying global risks as investors focus on fundamentals, we explore how resilience and long-term thinking are shaping performance across the region.
M&G Investments: Japan Fund quarterly update Q2 2025
Watch our latest webcast to look back at the second quarter of 2025 with Carl Vine, Co-Head of Asian Investment, and Sunny Romo, Investment Director. They highlight the latest updates from the last quarter and discuss their view on the long term strategic opportunity.
M&G Investments: European HY has matured into a robust and diversified asset class, offering attractive risk-adjusted returns and strategic diversification benefits.
European HY has matured into a robust and diversified asset class, offering attractive risk-adjusted returns and strategic diversification benefits.
M&G Investments: Why now? The case for European high yield
European HY has matured into a robust and diversified asset class, offering attractive risk-adjusted returns and strategic diversification benefits.
M&G Investments: Platform wars: How competition could reshape China’s gig worker economy
China’s vast army of gig workers is the backbone of the country’s digital economy, powering consumption and logistics infrastructure.
M&G Investments: Smooth sailing? Don't get caught in the cross currents
In this CIO Note, Fabiana Fedeli, CIO Equities, Multi Asset and Sustainability at M&G Investments, emphasises the importance of focusing on the ‘micro’ when the macro backdrop is uncertain.
M&G: Japanese equities: Learning to navigate a new equilibrium
The Japanese equity market has largely drifted sideways over the past 12 months, following a powerful run in 2023 and early 2024.
M&G Investments: Asian Equities: Fund Selector Masterclass
As Western markets face high valuations and economic drag, Asia is turning heads. In this Asset TV Masterclass, David Perrett, Co-Head of M&G’s Asia Pacific Equities Team, joins this panel to discuss how local insight and nimble, active strategies are tapping into the region’s powerful growth.
M&G Investments: Confounding returns: The mysterious case of the US dollar
The weakness of the US dollar this year has been unexpected as tariffs were widely expected to lead to the dollar strengthening.
M&G Investments: Rethinking emerging market debt: A changing risk landscape
Recent turbulence emanating from the US has demonstrated a change in attitudes. Despite evident volatility, the dollar weakened, contrary to what would typically be expected in times of stress.