M&G Investments

Short-dated corporate bonds solution could be an attractive option for those investors concerned about interest rate rises and volatility in 2023-24

Not only are infrastructure assets critical for everyday activities, we believe they are also going to be an essential part of tomorrow’s world

Richard Woolnough, fund manager at M&G Investments, explains why a flexible approach to fixed income investing could be warranted at this juncture

The returns available on bonds and other fixed income investments could in our opinion be more attractive than ever

Finding opportunities for global equities in the current market environment. 

M&G’s Ben Lord highlights the attractions of investment grade (IG) credit in the current economic conditions

For active stock pickers, Japanese equities could offer opportunities that are otherwise potentially hiding in plain sight.

We are delighted to invite you to the first M&G Impact Forum in London on Tuesday 6 June 2023.

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.

Equities rallied in November as the relaxation of China’s zero-Covid policy and signs of moderating inflation boosted investor sentiment. However, as we look ahead to 2023, what are the potential implications of a tougher economic environment on both consumer behaviour and corporate profit margins? Investment Specialist, Kirsty Clark reviews recent market performance and looks at the potential impacts of a deteriorating global outlook. 

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.

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 behaviour.

A meaningful first step by the Bank of Japan to normalise monetary policy

European gas - crisis averted or crisis delayed?

Since markets have fallen, fixed-income products have become a credible alternative to shares. And the underlying factors that brought us disinflation in recent decades are expected to continue, even if not as powerful as before.

Central banks are facing strong and persistent inflation. So they have started putting rates up – a policy that impacts economic prospects. Could inflation go back to its pre-crisis levels? What effect could this have on the markets and asset classes? Read the answers given by our experts, who were interviewed by Brice Anger, Country Head France at M&G.  

Could the environment still be favourable for investing in shares – in the context of today’s uncertain market backdrop? We believe so, if investors adopt three central tenets: portfolio diversification, careful selection and long-term thinking.