Limiting the worst effects of climate change will require deep, urgent emission reductions. One option for companies aiming to cut emissions and contribute towards the goals of the Paris Agreement is to set a science-based target for emission reductions. In this note, we explain how science-based targets work, and consider the important role they play in M&G’s range of Paris Aligned investment funds
Everyone knows that the best way to kill a Zombie is to smash its brain. For Zombie firms, that killer blow is higher interest rates.
While passive investments have seen rapid growth in recent years, we believe there are several crucial advantages for choosing active management when investing in fixed income. This is especially true in the current climate, as uncertainty over the future path of interest rates and inflation continues to drive heightened volatility across the asset class.
We all know Asia is the largest continent on earth, both in terms of land area and population. However, economically, the region stands out too, with some of the world’s fastest-growing economies, including China, India and Indonesia. According to the International Monetary Fund, Asia is estimated to contribute around 70% of global growth this year.
2022 was a turbulent year for investors and fund managers across the board and, as an asset class, fixed income sold off sharply too.
We believe Japanese equities represent a compelling long-term investment opportunity. In our view, they offer the potential for attractive returns over the coming years. While there are some short-term tactical considerations that might keep some investors on the side-lines, these should be considered in the context of the overall opportunity set for the asset class.
Here are five numbers which demonstrate innovation can overcome the flaws of an old-world linear economic model
Our investment strategy aims to boost investors’ returns to derive greater value from their capital and to protect them from inflation
When you cannot predict, prepare
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.