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Most recent articles from 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.

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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.

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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.

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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?

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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.

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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.

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