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There are 69 item(s) tagged with the keyword "M&G Investments".

Displaying: 1 - 10 of 69

Thembeka Stemela Dagbo: Impact, inclusion and mocktail margaritas

Fund manager Thembeka Stemala Dagbo discusses how motherhood has provided her with important new perspectives, why she sees a strong future for diversity and inclusion investing and discovers whether the Dream Machine offers cocktails.

Tags: M&G Investments, Equities, Podcast, Impact
Richard Woolnough: Economics, generalists and active vs passive

Richard Woolnough shares what set him on the path of a career in investments. We discover why he switched from equities to bonds, and from sales-side to buy-side and his thoughts on active versus passive. But does he carry out the same risk-reward assessment when it comes to is approach to ‘full fat vs diet’ coke?

Tags: M&G Investments, Fixed income, ​​​​​​​Podcast
Pain in Spain: Why infrastructure resilience has never been more important

A dramatic power outage in Spain and Portugal in April 2025 starkly revealed our dependence on electricity infrastructure. Alex Araujo and Michael Rae explore the resilience of power grids and how the shift towards renewable electricity generation could create investment opportunities for infrastructure businesses.

Tags: M&G Investments, Infrastructure, Equities
Enduring reform: Japan's ongoing shift in corporate behaviour
Three years ago, when we first made the case for Japanese equities, the idea that corporate Japan was changing for the better required some persuasion. But the country’s stock market rally of 2023, driven by genuine profit growth, confirmed what was then a contrarian stance. Now, we may be approaching another such inflection point.
Tags: M&G Investments, Equities, Japan
Why investors need private markets

Private markets have been firmly embraced by investors over recent years, their role in potentially enhancing investment returns now well understood. But perhaps they have an additional and equally important role. Portfolio diversification is a key objective in portfolio management. Simon Sharp examines whether private markets are set to disrupt traditional approaches to diversification and further boost the appeal of this growing asset class.   

Tags: M&G Investments, Private Markets
Alex Araujo: Snacks, stocks and toll roads

In this debut episode, fund manager Alex Araujo shares the pivotal moment when a Canadian bond sparked his interest in the financial world. He delves into his experience of joining M&G Investments, highlighting the challenges and triumphs of launching and managing a global listed infrastructure fund and discusses why investing in toll roads has proven to be so rewarding. Alex also introduces the intriguing concept of the Dream Machine, offering a glimpse into its origins. Wunderbar!

Tags: M&G Investments
Chinese equities: The investment story of the next decade

A more thoughtful and far-reaching set of stimulus measures by the Chinese authorities has nullified some of the negative perception among global investors when it comes to China. David Perrett, Co-Head of Asia Pacific Equities, suggests that the continued caution could be creating some compelling long-term opportunities for stockpickers. He explains why he thinks Chinese equities have the potential to become one of the investment stories of the next decade. 

Tags: M&G Investments, Equities
Analysing greenhouse gas emissions: It's not as easy as 1-2-3

Finance professionals dedicate significant time to scrutinising companies' financial statements. It’s fundamental to ensuring financial performance is accurately reflected. As companies increasingly set climate targets, applying the same level of rigour to analysing emissions data becomes essential – but this is no easy process. Emissions accounting is fraught with complexities and inconsistencies. We explore the key challenges investors face, and the steps they can take to overcome them.

Tags: M&G Investments, Sustainable Investing
Quarterly Equities and Multi Asset Outlook – Q4 2024

Vol-Agility: Agile investing in volatile times

Tags: M&G Investments, Multi-asset, Equities
The potential power of income to deliver long-term returns

Equity income was once a popular and well-established investment strategy, offering investors a chance to capture the power of compounded dividend appreciation over the long-term. In recent years, however, it has been somewhat overshadowed by the outperformance of growth stocks largely led by US technology stocks. Capital gains took a precedence during the post-Global Financial Crisis era of ultra-low interest rates and quantitative easing measures implemented by central banks. Now we find ourselves in a very different environment, we believe the forgotten art of dividend investing could be making a comeback.

Tags: M&G Investments, Equities

Displaying: 1 - 10 of 69