There are 40 item(s) tagged with the keyword "M&G".
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As the coronavirus outbreak has continued to spread around the world, fears about the potential impact on the global economy have also increased. Financial markets have been extremely volatile lately and major central banks are now expected to take steps to support their economies damaged by the virus.
The coronavirus outbreak has replaced trade wars as the dark storm bearing on markets, sending jitters across global financial markets amid fears of a hit to the global economy.
Geopolitical risks appear to be a recurring theme impacting global markets and can have a significant influence on the short and medium term direction of asset prices. ‘Political risk’ and ‘geopolitical risk’ are terms often used interchangeably, but for analytical purposes, it can be useful to distinguish between the two.
It is now three years since Britain voted to leave the EU (in case anyone needed reminding). We are all aware of never-ending twists and turns in this saga, even if we are none the wiser as to the final conclusion. But, we ask, with the benefit of hindsight, how have financial markets moved since the referendum vote? And are there any lessons readers can take from this experience for thinking about how to invest when faced with uncertainty today, or, indeed, at any time in the future?
The world is facing a rising tide of societal challenges, from the potential chaos associated with the breakdown of our climate, to unsustainable levels of waste and pollution, to vast and growing social inequality. Find out more about how investors are playing an increasingly pivotal role in directing capital to where it is most needed.
It is often easier to conceptualise ESG considerations when making investments at a corporate level. A company’s activities are often relatively narrow in focus, and forming a direct link between the company and those activities that we don’t support (polluting, gambling, smoking, drinking and so on) or those that we do (health, education, renewable resources) is usually relatively clear.
Whilst you can make some strong arguments for the negative returns from 90% of asset classes in 2018 based on the return of populist politics – think of Brexit, Italy’s political instability, AMLO’s election in Mexico and tariffs everywhere – the answer to those negative returns might be simpler: the de facto global discount rate, the 2-year US Treasury bond yield, has risen by almost 100 basis points (bps) over the year, and thus repriced global assets. Why did this happen?
A divided America heads for the polls on Tuesday 6th November to vote in the US midterms.
Please join us for Majoring on the Macro, a series of CPD-accredited seminars. M&G’s Julian Hince will present on the macro-economic outlook for the global economy, as well introduce ESG investing. Accompanied by speakers from Prudential, who will present on the opportunities to mitigate the effects of Inheritance Tax.
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