Industry news and views from Panacea and our partners.
M&G Investments
M&G: An Introduction to Emerging Market Debt
In the first episode in our three-part series on Emerging Market Debt we discuss
M&G: Seeking high-quality income to help protect against inflation
The M&G Credit Income Investment Trust targets a 4% annual dividend above cash rates from a flexible, investment grade portfolio of public and private debt.
M&G: Earnings turning?
Markets provided few safe havens in June, with the dual threat of inflation and slowing economic growth weighing on sentiment. With much already priced in, have markets found a floor? Investment Specialist, Kirsty Clark reviews recent market performance and comments on earnings growth expectations as we head into another earnings season.
Episode 1: An Introduction to Emerging Market Debt
In episode 1 of this series, we focus on the evolution and key characteristics of Emerging Market Debt (EMD).
M&G: Asset TV: Emerging Market Debt Masterclass
It has been a tough start to 2022 for emerging market debt, but what does the future have in store for the months and years ahead. Watch a panel of experts including fund manager, Charles de Quinsonas, discuss the rise of geopolitical risk and how this affects EMD investing, structural inflation and the outlook for hard and local currency debt.
M&G: A market that defies stereotypes
After steep price declines, a lot of the heavy lifting has been done but the risk is still to the downside.
M&G: Are We There Yet? Episode 1 - The climate conundrum
In episode one of M&G’s ‘Are we there yet?’, Randeep Somel, fund manager at M&G Investments, explores some of the sectors that are set to capitalise on the net-zero transition and explains how far we are from achieving our goals.
M&G: The challenge of Paris Aligning an investment fund
In this article, we look at the challenges of ‘Paris Aligning’ an investment fund, in other words aligning a fund to the goals of the Paris Agreement, and explain how investors can address these challenges.
M&G: Hiking to tackle inflation
Investors were hit with another bout of market volatility in May, with global equities just managing to finish in positive territory. The dual forces of slowing growth and runaway inflation are creating an increasingly complex backdrop and doing little to quell the nerves. Investment Specialist, Kirsty Clark reviews recent market performance and comments on the swathe of central bank rate rises in the face of rising inflation.
M&G: A unique perspective on Japan
Japan is the third largest economy in the world, but its stockmarket is often overlooked. This offers unique opportunities for active stockpickers such as ourselves to add value through our proprietary research, insights and engagement with companies. The M&G Asia Pacific Equity Team has over 20 years of experience investing in Japan and offers a truly unique perspective to this market. One that is at a generational moment in terms of corporate reform and shareholder value release. Our unique brand of "value-added shareholdership"* is well positioned to take advantage of the significant changes taking place in Japanese corporate behavior.
M&G: Reconnecting global supply chains
Global equities delivered the worst monthly return in April since the beginning of the pandemic, and correlated sell offs across equity and bond markets have continued into May. Investors are weighing the prospects of recession as central banks tighten the screws to tackle inflation. Inflationary pressures are driving up input prices whilst companies are still dealing with sporadic supply-side pressures. Building supply-chain resilience is firmly on the agenda of governments and companies alike. Investment Specialist, Kirsty Clark reviews recent market performance and looks at how companies are improving supply-chain resilience.
M&G: Is this value rally a blip or the start of a long-awaited comeback?
We are repeatedly being asked whether the current value rally is a blip or the long-awaited comeback. The answer is of course “we don’t know”. Any true value investor, unlike our growth cousins, is always wary of pretending to know very much about the future. But given we keep getting asked the question we probably should at least try to answer it.
M&G: Asset TV: Opportunities in Asia
Against a backdrop of high inflation, a China slowdown, and geopolitical tensions, are there still opportunities to be found in Asia? Watch M&G's Carl Vine discuss the impact of COVID on Asia's economic outlook, where value lies within Asia and the role of intellectual property and brand in the success of Asian companies.
M&G: Why impact investing is not charity — and five other myths
Investing for impact is not only truly exciting, it also has terrific potential to address some of the world’s greatest challenges. It would therefore be a shame if its growth was held back by common misconceptions.
M&G: Market response and key themes within Emerging Market Debt
Watch Nick Smallwood, Deputy Fund Manager & Alexis Duvernay, Investment Specialist, as they discuss the key themes within emerging market debt and what investors should look out for.
M&G: Consumers under pressure
Summary: Equity markets continued to struggle in March, but US equity strength helped global equities deliver positive returns overall. As commodity prices move higher, price hikes are starting to hit consumers’ pockets. Are we starting to see the first signs of demand erosion? Investment Specialist, Kirsty Clark reviews recent market performance and looks at how inflationary pressures are reshaping the global growth outlook.
M&G: How sustainable investing can deliver both profits and a positive impact
People increasingly understand that having a sustainable investment portfolio isn't simply good for people and the planet, but it can also generate sound financial returns.
M&G: Asset TV - Fixed Income Masterclass
UK inflation is now above 6% and rate rises appear imminent. What does this mean for your clients fixed income and capital? M&G's Ben Lord, joins a panel of experts to discuss.
M&G: Market complacency
Equity markets have staged a comeback since early March, with the MSCI AC World Index down less than 6% in US dollar terms year to date. We believe investors are being far too complacent about the risks ahead and should exercise caution in their Equities exposure.
M&G: Measuring the positive impact of an investment
While impact investing was previously reserved for institutional or high net worth investors, it has now become freely accessible to everyday investors through impact funds investing in publicly listed equities. Here, we look at what sets impact investing apart from other responsible investment approaches, and find out how impact investors can measure the positive impact of their investments.
M&G: Sustainable Multi Asset Fund Range one-year update
Following the first anniversary of the M&G Sustainable Multi Asset Funds range, please find below an update showing how the funds in the range
M&G Global Floating High Yield Fund video with James Tomlins
Watch James Tomlins as he discusses the key points about the fund.
M&G: Invitation to join MyView
M&G plc would like you to join MyView - a community where financial advisers from across the UK can connect with M&G,
M&G: Avoiding the squeeze?
Investor sentiment deteriorated in January, as risk aversion crept back into the markets. With inflationary pressures increasing input costs and goods prices, how are corporates and consumers responding? Investment Specialist, Kirsty Clark reviews recent market performance and the prospects for further price rises in 2022.
M&G: A farm-tech revolution in the Year of the Tiger
Farming and machine learning are coming together to feed a hungry world in agtech’s biggest revolution yet – and Asia is already home to many companies with the technology that is required. Vikas Pershad, Portfolio Manager, Asia Pacific equities discusses some of the technologies being employed to meet growing demand, contribute to food sustainability and reduce waste.
M&G: Maximising opportunities in sustainable multi asset investing
In the past few years, both individuals and institutions have been increasingly considering the social and environmental impact of their investments, alongside the financial prospects. This has taken place against a backdrop of uncertainty within global financial markets that has been driven in large part by the COVID-19 pandemic.
M&G: A sustainable value rally?
Global stockmarkets in general have fallen sharply so far in 2022, with investors rattled by the Federal Reserve’s plans to raise interest rates. One of the few parts of the market that has been able to defy this trend and hold above water is European value stocks.
Presenting the M&G Positive Impact Fund
We look at the portfolio from five angles to see what makes it different to its peers and how we define the impact themes that make up the portfolio.
Presenting the M&G Positive Impact Fund
We look at the portfolio from five angles to see what makes it different to its peers and how we define the impact themes that make up the portfolio.
M&G: Is Inflation Transitory?
Inflation in 2022 is moving beyond the “transitory” forces of 2021. Watch this short video to hear fund manager, Ben Lord, discuss how can investors protect themselves in the year ahead.