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.
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. Our unique brand of "value-added shareholdership"* is well positioned to take advantage of the significant changes taking place in Japanese corporate behaviour.
A meaningful first step by the Bank of Japan to normalise monetary policy
European gas - crisis averted or crisis delayed?
Since markets have fallen, fixed-income products have become a credible alternative to shares. And the underlying factors that brought us disinflation in recent decades are expected to continue, even if not as powerful as before.
Central banks are facing strong and persistent inflation. So they have started putting rates up – a policy that impacts economic prospects. Could inflation go back to its pre-crisis levels? What effect could this have on the markets and asset classes? Read the answers given by our experts, who were interviewed by Brice Anger, Country Head France at M&G.
Could the environment still be favourable for investing in shares – in the context of today’s uncertain market backdrop? We believe so, if investors adopt three central tenets: portfolio diversification, careful selection and long-term thinking.
With COP27 drawing to a close, Fabiana Fedeli, CIO Equities, Multi-Asset and Sustainability comments on key developments to date in the drive to tackle climate change, and the markers of success coming out of the conference in converting commitments into action.
The fifth episode of ‘Are we there yet?’ explains why ESG is more than just an equity play
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.