In episode one of M&G’s ‘Are we there yet?’, Randeep Somel, fund manager at M&G Investments, explores some of the sectors that are set to capitalise on the net-zero transition and explains how far we are from achieving our goals.
In the latest thinking from M&G's Equity Research team, Michael Rae, Global Energy Analyst, answers key questions on the topic of stranded asset risk at the major oil companies by presenting our opinion on several debates.
We are repeatedly being asked whether the current value rally is a blip or the long-awaited comeback. The answer is of course “we don’t know”. Any true value investor, unlike our growth cousins, is always wary of pretending to know very much about the future. But given we keep getting asked the question we probably should at least try to answer it.
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.
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.