Watch John William, Fund manager of the M&G Positive Impact fund as he looks back over the last three years and the latest within the impact space.
Two thirds of the UN’s Sustainable Development Goals at risk of not being met – M&G’s latest SDG Reckoning report finds.
Highlights from the “Carbon capture – no longer a pipe dream?” virtual event
TIER is Europe’s leading shared micro-mobility provider enabling cities to create more sustainable environments
In 2020, the impact of the pandemic on the US labour market was unprecedented, with the unemployment rate in the country hitting 14.8% at its peak and the number of unemployed soaring, from some 7 million to over 23 million. In this brief note we take a close look at the US labour market today and discuss why it is important for investors to watch in the coming months.
Ahead of COP26, we asked four of our sustainability and impact investing experts – Ben Constable-Maxwell, Rachel Roddy, Randeep Somel and John William Olsen – to discuss the upcoming climate change summit. Join us as we launch our ‘Countdown to COP26’ investment insights video series discussing key industry themes
As we approach the last quarter of 2021, we believe that these are likely to be the main areas of focus for investors over the next 12 months
Urgent action is needed this decade to meet global commitments on climate change. There are compelling long-term opportunities for companies that can actively accelerate the shift to a low carbon economy.
As a highly flexible, global bond strategy, we believe the M&G Global Macro Bond Fund is well equipped to navigate the longer-term challenges that continue to face the global economy. The fund has established a long-term performance track record, and has historically proved resilient during previous market downturns. Having demonstrated resilient performance during the pandemic-related sell-off in early 2020, the fund has faced some performance headwinds in 2021 as a result of rising bond yields and an appreciation in sterling. Looking ahead, we have tactically positioned the fund for an expected return of inflation and growth scenario in 2021, with around a quarter of the fund currently held in inflation-linked bonds.
Over the course of only a few years, economic, social and governance (ESG) integration has become a mainstream feature of investment funds. Together with regulatory requirements, the availability of ESG-relevant data and clients’ demands have driven a shift towards the inclusion of financially material ESG parameters across many investment strategies.
Today’s challenges for investors are numerous, from stretched valuations in most asset classes to the urgent need of understanding whether and how to assess non-financial risks. The pandemic has highlighted and exacerbated many of these on-going trends even more. In this video, Eric Lonergan and Maria Municchi expand on why incorporating ESG risks into financial analysis matters more than ever and apply their findings to a multi asset context.
In this video, Maria Municchi, Fund Manager, explores how the sustainable multi-asset strategy combines M&G’s ‘episode’ approach, taking advantage of the opportunities that could arise from investors’ emotional reactions to events, with a focus on investments that are addressing the world’s biggest social and environmental problems.
Randeep Somel, Fund Manager, M&G Climate Solutions Fund takes part in a question and answer to discuss climate change.
In what has been a very volatile start to the decade for global society, Randeep Somel, Fund Manager at M&G Investments, discusses how it is vital that we do not lose sight of the long-term challenge of climate change.
Here’s an update of my favourite long term measure of bond market valuations. I’ve been updating this chart on the blog over the years, and if you’d bought and sold US Treasury bonds when they diverged significantly from the range implied by the Fed’s long term rate expectations, you would have done OK
Markets ended 2020 in a buoyant mood, with emerging market spreads tightening in the final quarter as the US election result and positive vaccine news provided a boost to investor sentiment. While nobody has been blind to the global recession, focus has shifted to expectations of an economic recovery.
If you want some or more of your savings to be invested in a sustainable way, you are part of an emerging trend. Growing numbers are choosing investment strategies that aim to help protect the environment and benefit society, while targeting the long-term financial returns to which investors aspire.
This year has seen the sharpest and largest economic downturn the modern global economy has ever seen. However, as I have commented several times this year, this recession is a rather strange one: for once, this time really is different (see chart below). This recession has not been caused by any of the usual suspects: namely tight financial conditions, a real or market bubble bursting, a s…
Urgent action is needed this decade to meet global commitments on climate change. There are compelling long-term opportunities for companies that can actively accelerate the shift to a low carbon economy.
Infrastructure holds an important place in the fabric of modern society, serving as the backbone of the world economy through good times and bad. As such, we believe that the stable and growing cashflows generated by the asset class across the vagaries of the economic cycle have an equally important part to play in investors’ portfolios over the long term.