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In the latest Strategic Thinking video, Colin Finlayson, co-manager of the Strategic Global Bond strategies, shares his thoughts on the market backdrop for fixed income as the stresses within the banking system spread from the US to Europe, how the portfolios were affected by the headwinds from the banking sector and gives his outlook for the next few months.
In this webinar recording Matthew Brett, manager of the Baillie Gifford Japan Trust, looks back at examples of change and setbacks over the last 15 years of investing in Japan; and forward to consider the positioning of the trust for the future. Capital at risk.
John Stopford -Portfolio Manager
Deirdre Cooper – Co-Portfolio Manager
Anna Farmbrough and Simon Brazier - Co-Portfolio Managers
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.
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
Listen to the replay as fund managers from our fixed income, global equities and multi-asset teams discuss the outlook for markets and portfolio ideas to help investors navigate the income dilemma.
The election is over and the results are in – a Conservative majority. But what could we expect looking ahead? Graham shares his immediate thoughts.
President Trump has sent shockwaves through the global business community with his decision to impose tariffs on steel and aluminium imports to the US. Randeep Somel, deputy fund manager in M&G’s equities team, joined Nicolo Carpaneda this morning to discuss.
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