Industry news and views from Panacea and our partners.
M&G Investments
M&G: Should we fear an inflation shock?
The bond market spooked investors once more, with rising yields on inflation fears the main focus of attention in February. The M&G multi asset team highlight inconsistencies between the reasons put forward for the rise in yields and the actual facts, and reveal some of the implications for asset allocators.
M&G: UK Budget 2021: What stands out for investors?
The first Budget from the UK’s Chancellor of the Exchequer, Rishi Sunak, was delivered on the same day in March 2020 that the global COVID-19 pandemic was officially declared.
M&G: Drivers and developments in sustainable multi-asset investing
Sustainable investment approaches look to the future, by investing responsibly and supporting the environment and society.
M&G: Top 3 themes for bond investing in 2021
The start of 2021 brings new challenges for bond investors, as returns from corporate and government bonds keep getting squeezed. Andrew Eve, Investment Specialist, reveals three areas of fixed income where we see opportunities.
M&G: Mind the Gap
In this month’s video Investment Specialist, Kirsty Clark comments on the Fed’s move to ‘average inflation targeting’ and how government and central bank liquidity has been ‘bridging the economic activity and earnings gap’, fuelling market gains through the COVID crisis.
M&G: Supply chains: only as strong as the weakest link
In this month’s video and blog Investment Specialist, Kirsty Clark comments on the hidden costs of complex global supply chains, increasing awareness of the social and environmental costs, and growing calls for greater transparency.
M&G: A green light on 'building back batter'
In this month’s video Kirsty Clark, Investment Specialist, comments on the growing focus on Sustainability and ESG issues in the wake of COVID-19
M&G TALKS webcasts for Thursday, 16 July at 10:00
M&G host monthly webcasts allowing you to access in-depth fund and macroeconomic updates straight from the investment floor, as well as an opportunity for your questions to be answered by our presenters.
M&G: Opportunities & threats for listed infrastructure in current market environment
COVID-19 has highlighted the essential nature of infrastructure, from the traditional realm of electricity and water to the digital infrastructure we have relied on to work from home and to keep friends and families connected during lockdown. The asset class is also a potential beneficiary of fiscal expansion as governments around the world strive to revive economic activity.
M&G: Upcoming webcasts
M&G host monthly webcasts allowing you to access in-depth fund and macroeconomic updates straight from the investment floor, as well as an opportunity for your questions to be answered by our presenters.
M&G: Upcoming webcasts
M&G host monthly webcasts allowing you to access in-depth fund and macroeconomic updates straight from the investment floor, as well as an opportunity for your questions to be answered by our presenters.
M&G: This time is different: a stay at home Flash Crash t-shaped recession
Whenever there is the threat or the reality of recession, it usually follows a typical pattern. It is engendered by tight financial conditions, a real or market bubble bursting, a dramatic rise in the price of oil, or a combination of the above. This time it is different: a stay at home recession.
M&G: Is the “Greta effect” going to last?
A question I have often been asked lately is “is the Greta effect going to last?”. How much influence is this public figure going to have and are the social movements she inspired really going to transform our society?
M&G webcast: a sustainable multi-asset approach to investing
Please join us at our next webcast with Maria Municchi, Fund Manager of the M&G Sustainable Multi Asset Fund, as she introduces how the fund incorporates a responsible investment approach into a diversified multi-asset product, accessible to investors of all types.
M&G Positive Impact Fund Annual Impact Report
There is a spectrum of approaches to responsible investment, from simplistic negative screens that exclude certain sectors or industries to the full integration of ESG factors in the investment process
M&G: Trading places: battle of the superpowers
Equity markets were surprisingly upbeat in 2019, despite slowing economic growth, ongoing trade disputes and geopolitical tension. Can markets deliver again in 2020? Investment Specialist, Kirsty Clark reviews the ‘Phase one’ US-China trade agreement and looks at how markets could react in 2020.
M&G Webcasts: Richard Woolnough's outlook for 2020
Watch our latest webcast with Richard Woolnough, Fund Manager of the M&G Optimal Income Fund, as he reflects on the opportunities and challenges for global fixed income in 2020.
M&G: Investment outlook: What awaits us in 2020?
In this short video, hear M&G fund managers Stefan Isaacs, Tristan Hanson and Michael Bourke discuss where they see challenges and opportunities for investors in the New Year.
Celebrating two years of infrastructure investing
The M&G Global Listed Infrastructure Fund has recently celebrated its two year anniversary. The fund, which is managed by Alex Araujo, launched in October 2017 to give investors access to the compelling investment characteristics of long-life infrastructure assets.
M&G: Opportunities in infrastructure investing
At M&G we look beyond the large assets that have obvious physical footprints, to the hidden infrastructure facilitating our increasingly digital world. In this short video fund manager, Alex Araujo, looks at the opportunities that evolving infrastructure provides investors, as well as M&G’s approach to investing in this asset class.
M&G: 2020 outlook – hidden in plain sight
Equity markets have remained relatively resilient year to date, despite investors facing multiple headwinds. In this month’s video, Investment Director, Ritu Vohora takes a look back at the factors that characterised the landscape in 2019, and also looks ahead at what could influence markets in 2020.
The importance of infrastructure
Infrastructure holds an important place in the fabric of modern society, serving as the backbone of the world economy. Yet not enough is being invested in the assets that provide society's essential services. With government finances under pressure and limited expertise in the public sector, the private sector will play a significant role in the restoration and upgrade of our critical infrastructure.
M&G: 2020 Vision
Will 2020 be the year the “bond bubble” bursts? Read Jim Leaviss’ bond market outlook for 2020 as he discusses the seven trends which may make you think twice about saying goodbye to fixed income
M&G: Earnings are in: how have companies been faring?
It’s earnings season again, and results are in. In this month’s video, Investment specialist, Kirsty Clark looks at how companies have been faring. With deteriorating economic indicators and a fragile global growth backdrop, who have been the biggest winners and losers?
M&G: Is active investing ready to make a comeback?
A key feature of the longest equity bull market in history has been the inexorable rise of passive strategies, gathering significant assets under management at the expensive of active managers. However, can the cyclical nature of active and passive performance, combined with the rise in ESG demand restore the balance between the two?
M&G: Central banks turn on the taps
Central banks globally have turned on the taps, keeping a lid on interest rates and bond yields. In this month’s video, Investment Specialist, Kirsty Clark discusses the recent round of QE from central banks as dark clouds loom over the global economy.
M&G: Lots of noise, but it’s not the end of the world
To date, it has been another interesting year for financial markets. Investors have settled into a scenario of loose monetary policy, which have eased fears of an imminent recession, although volatility remains.
M&G Meet the Managers 2019: Last chance to register
Register now for the M&G Meet the Managers live stream on Thursday 26 September to hear from six fund managers who will share their insights on equities, fixed income and commercial property.
M&G: Falling yields – has gold got its shine back?
Gold has been trending upwards since the fourth quarter sell-off and is now at its highest level since 2013. In this month’s video, Investment Director, Ritu Vohora looks at the driving forces behind investors’ renewed interest in the yellow metal.
Fund Update: M&G Optimal Income Fund
In this short video, fund manager Richard Woolnough explains why he doesn’t share the market’s nervousness about prospects for the global economy, and how this view is reflected in the fund’s positioning. After a positive first half of the year for risk assets, Richard discusses where he believes the best relative value now lies.