M&G Investments

Though still a small part of the market, impact investing is catching on with mighty speed due to its distinctive qualities. Just how much of an impact does impact investing have?

There is no use predicting market turns or keeping your eye on the price index. For the medium-to-long-term investment period we recommend, it is high time to put together a strong, diversified portfolio – while keeping a portion of liquid assets.

Watch Richard Woolnough as he discusses the latest developments in global credit markets, and find out where he sees potential opportunities.

In this video Claudia Calich, provides an update on the asset class after what has been a turbulent year so far for fixed income. As economic growth goes into reverse in the US and other developed markets, Claudia discusses some of the potential implications for emerging debt markets, but also where she feels there could be some compelling investment opportunities going forward.

Watch Ben Lord exploring potential strategies for navigating the current high inflation environment in the UK.

It has been a challenging year for markets so far, and the recent “summer lull” rebound in equity and credit markets is raising more questions than answers for investors positioning their portfolios ahead of the end of 2022.

Diversity is the name of the game these days, and rightly so. But creating a fully inclusive environment requires more than gender quotas and sententious rhetoric – it’s time to put pretty words into action.

In this second episode of ‘Are we there yet?’, Maria Municchi and series host Ana Cuddeford shine a light on chances missed, opportunities taken and promises made.

Equity markets lost steam in August as central banks re-emphasised their commitment to tackling inflation, despite the risks to growth. Meanwhile, energy supply constraints have worsened in Europe following the loss of key Russian gas supplies. Gas prices have cooled in September, but remain stubbornly high. With the winter months fast approaching, can governments, businesses and consumers avoid the worst outcomes?  Investment Specialist, Kirsty Clark reviews recent market performance and comments on the deepening energy supply crisis in Europe.

What a difference a year makes. If in the summer of 2021 consumer price increases were considered a temporary phenomenon and not much to worry about, this year it is hard to ignore the pinch of the rise in the cost of living. Rising inflation has hurt stockmarkets as well, and investors are searching for assets that could potentially withstand better than others the corrosive effect of generalised price rises.

As markets, central banks, governments and consumers alike try to adjust to levels of inflation not seen for decades, there is one stream of RPI-linked income that is potentially very attractive to the UK government right now – student loans.

In episode one of M&G’s ‘Are we there yet?’, Randeep Somel, fund manager at M&G Investments, explores some of the sectors that are set to capitalise on the net-zero transition and explains how far we are from achieving our goals.  

In the latest thinking from M&G's Equity Research team, Michael Rae, Global Energy Analyst, answers key questions on the topic of stranded asset risk at the major oil companies by presenting our opinion on several debates.

We are repeatedly being asked whether the current value rally is a blip or the long-awaited comeback. The answer is of course “we don’t know”. Any true value investor, unlike our growth cousins, is always wary of pretending to know very much about the future. But given we keep getting asked the question we probably should at least try to answer it. 

Global equities delivered the worst monthly return in April since the beginning of the pandemic, and correlated sell offs across equity and bond markets have continued into May. Investors are weighing the prospects of recession as central banks tighten the screws to tackle inflation. Inflationary pressures are driving up input prices whilst companies are still dealing with sporadic supply-side pressures. Building supply-chain resilience is firmly on the agenda of governments and companies alike. Investment Specialist, Kirsty Clark reviews recent market performance and looks at how companies are improving supply-chain resilience.  

Fabiana Fedeli, Chief Investment Officer of M&G’s Equities and Multi Asset division, takes a closer look at US equities at the one-year mark of Joe Biden’s presidency.

Global stockmarkets in general have fallen sharply so far in 2022, with investors rattled by the Federal Reserve’s plans to raise interest rates. One of the few parts of the market that has been able to defy this trend and hold above water is European value stocks.

In the past few years, both individuals and institutions have been increasingly considering the social and environmental impact of their investments, alongside the financial prospects. This has taken place against a backdrop of uncertainty within global financial markets that has been driven in large part by the COVID-19 pandemic.