M&G Investments

27 August 2025
Investing for change: China's world-leading electric vehicle industry
Investing for change: China's world-leading electric vehicle industry

As many countries attempt to phase out fossil fuels, electric vehicles (EVs) have become ubiquitous – and China is leading the way. Sitting at the intersection of technology, sustainability, and global growth, the Chinese EV sector is an emblem of China’s global ambitions.

29 August 2025
Asia's diverse opportunities offer a path through the uncertainty
Asia's diverse opportunities offer a path through the uncertainty

Despite global volatility and geopolitical tensions, David Perrett discusses how Asia’s markets—particularly Korea and Taiwan—delivered strong returns in Q2 2025. Against this challenging macroeconomic background he also highlights potential stock picking opportunities across the region.

28 August 2025
Why investors are turning to emerging market equities amid US perma-volatility
Why investors are turning to emerging market equities amid US perma-volatility

What is driving the resurgence of investor interest in emerging markets after a decade marked by political and economic challenges? Recent policy uncertainty under President Trump has rekindled interest in regions beyond the US, as investors reassess global opportunities amid faltering US exceptionalism. Find out which countries are benefitting from currency shifts and corporate governance reforms, presenting compelling options for those seeking diversification away from US-centric investments, as the ‘great rotation’ gains momentum.

26 August 2025
Rethinking emerging market debt: A changing risk landscape
Rethinking emerging market debt: A changing risk landscape

Recent turbulence emanating from the US has demonstrated a change in attitudes. Despite evident volatility, the dollar weakened, contrary to what would typically be expected in times of stress. The perception of risk between emerging markets and developed markets are no longer black and white. So, are investors now rethinking emerging markets?

22 August 2025
Confounding returns: The mysterious case of the US dollar
Confounding returns: The mysterious case of the US dollar

The weakness of the US dollar this year has been unexpected as tariffs were widely expected to lead to the dollar strengthening. Tristan Hanson, Multi Asset Fund Manager, explores the factors that determine currency movements, from capital flows to interest rate differentials. While bearishness about the US dollar has increased, he suggests investors should be appropriately sceptical of the stories used to explain exchange rate movements.

22 August 2025
European Equities: Masterclass
European Equities: Masterclass

 

Is now the right time to buy Europe with valuations cheap and corporate growth prospects on the up?  Watch this Asset TV Masterclass with Bhavneet Ahluwalia, Investment Specialist, to find out how active fund managers are picking stocks against a backdrop of human conflict, market volatility and Trump's tariffs.  Discover why mid-caps are back and how previously unloved sectors like defense, materials, and chemicals are making a comeback. 

8 August 2025
The great uncoupling: Is this the end of dollar domination?
The great uncoupling: Is this the end of dollar domination?

The historic relationship between the US dollar and Treasury yields has been broken. Typically in times of crisis, Treasury yields fall, while the greenback strengthens. Now, we are seeing the dollar tumble, while Treasury yields are rising – a signal that investors’ unshakeable faith in the US as a safe haven has begun to crumble.

6 August 2025
How to sustain dividend growth amid volatility – and sow the seeds of future performance
How to sustain dividend growth amid volatility – and sow the seeds of future performance

In early 2025, markets faced volatility, geopolitical shifts, and sector rotations. However, dividend growth investing remained a steady strategy, emphasising income and capital growth, according to Stuart Rhodes, Global Equity Income Fund Manager. While portfolios were adjusted for resilience and opportunity – balancing tech exposure with defensive quality – flexibility and valuation discipline guided decisions amid uncertainty, aiming for long-term, sustainable returns.  

1 August 2025
Navigating complexity in credit markets
Navigating complexity in credit markets

The year started with renewed geopolitical tensions, rising tariffs, and persistent inflation concerns, setting the stage for a volatile year across global markets. For credit investors, such an environment creates uncertainty but also opportunity - particularly for those with a disciplined, value-oriented approach.

31 July 2025
Making Europe great again: A new era for value investing?
Making Europe great again: A new era for value investing?

European equities are experiencing a renaissance so far in 2025 and are ahead of US stocks by a wide margin. Richard Halle, manager of the M&G European ex UK Strategy, which takes a value approach to investing, explores what’s making European markets great again, in his view, and asks: could this be the start of an exciting new era for value investing in Europe?

29 July 2025
Investing in nature: Identifying leaders and laggards
Investing in nature: Identifying leaders and laggards

With integration of climate factors increasingly becoming standard practice for financial firms, investors are increasingly paying attention to nature – and with good reason. Nature is no longer an overlooked issue, it’s an emerging pillar of fiduciary duty with real-world financial materiality. However, much like the early work in climate, this shift brings complexity, uncertainty, and opportunity. This joint blog demonstrates how data-driven insights can help assess financial materiality of nature-related risks and opportunities in investment portfolios leveraging the full wealth of available data. 

21 July 2025
The AI roadmap: Finding opportunities from evolving innovations
The AI roadmap: Finding opportunities from evolving innovations

After enjoying a powerful rally in recent years, AI and technology stocks have had a volatile start to 2025. Concerns about the impact of tariffs, growing competition, and the uncertain pace of AI adoption have evolved to be key issues for this critical sector. Following the latest quarterly earnings season, fund managers Jeffrey Lin and Thomas Lee reveal some of the key developments in the AI landscape and explain why they are optimistic about the potential growth and innovation in the sector. 

3 June 2025
Thembeka Stemela Dagbo: Impact, inclusion and mocktail margaritas
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.

30 May 2025
Richard Woolnough: Economics, generalists and active vs passive
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?

30 May 2025
Pain in Spain: Why infrastructure resilience has never been more important
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.

29 May 2025
Enduring reform: Japan's ongoing shift in corporate behaviour
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.
11 April 2025
Why investors need private markets
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.   

12 March 2025
Alex Araujo: Snacks, stocks and toll roads
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!

14 November 2024
Chinese equities: The investment story of the next decade
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. 

14 November 2024
Analysing greenhouse gas emissions: It's not as easy as 1-2-3
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.