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.
Risk assets tumbled in November as markets digested the likely impact of the COVID-19 ‘Omicron’ variant. The good news is that corporates are in decent shape heading into 2022, but a number of risks remain. Investment Specialist, Kirsty Clark reviews recent market performance and the challenges contributing to rising uncertainty into year-end.
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.