M&G Investments

Fabiana Fedeli, Chief Investment Officer – Equities, Multi Asset and Sustainability recently participated in Bank of Singapore’s (BoS) inaugural Chief Investment Office (CIO) Summit 2024. For Professional Investors only. As a member of Bank of Singapore’s CIO Global Advisory Council, Fabiana joined a panel discussing the supertrends that will drive markets over the next five plus years – from how geopolitics and populism are reshaping the world order, to how best to employ long-term capital, the development and implications of Artificial Intelligence (AI), the prospects of climate change, and how infrastructure can play a key role. With thanks to Bank of Singapore, we’ve provided this excerpt from the summit where Fabiana discusses why she believes AI has the power to drive markets for the years to come, how AI can impact employment, where are we on the climate transition journey, if we should be worried about US fiscal sustainability, and how investors can take advantage of companies investing in AI and innovating. https://ow.ly/Fuqi50SKSz7 #marketingcommunication

Having a grasp of the current investment ‘regime’ can have important implications for investors. However, the process of correctly interpreting investment regimes and regime change is often fraught with difficulty. https://ow.ly/t6YL50SKJ7O Read about how a dynamic multi-asset allocation approach can help to navigate this uncertainty in a world of constantly shifting investor beliefs. Capital at risk. #Ampersandmagazine #MultiAsset #Investing #marketingcommunication

For Investment Professionals only. We are happy to announce M&G Investments' Private Equity team has completed a $10 million co-investment in LiftWerx as part of our Article 9 Impact mandate, in partnership with TowerBrook Capital Partners L.P. and management team. LiftWerx specialises in the replacement and servicing of major components of wind turbines for the onshore wind industry in North America. Find out more: https://ow.ly/o99S50SIXNz Watch LiftWerx in action: https://ow.ly/Mjhm50SJ0ly Deal team: JOHN EUERS, Vishal Purohit, CFA, Joshua White. #ImpactInvesting #PrivateEquity #Sustainability #EnergyTransition #Renewables #MarketingCommunications

There’s no such thing as a “cute investment”, is there? Well, as it turns out, one of Japan’s most recognisable cultural and iconic exports stands out in its potential to deliver growth beyond current market imagination. To mark Hello Kitty’s 50th anniversary, Sunny Romo sat down with Valentina Luo to discuss the elements of the successful investment story in Sanrio, the creator of the much-loved character. https://ow.ly/2ZrY50SIepU #HelloKitty #Japan

Richard Woolnough has been a fixed income fund manager at M&G for 20 years and in that time he has invested through the full range of bond market conditions. Read his column here https://ow.ly/i8rC50SFV9O. For investment professionals only. From the biggest challenge of his career and some of his hardest moments, to his daily office routine, Richard shares his perspectives on investing in bond markets in this column for Ampersand magazine. #FixedIncome #marketingcommunication #Ampersandmagazine

Many market participants have been surprised by the strength of equities this year. Find out what’s been driving markets and our thoughts on what comes next in our Quarterly Equities and Multi Asset Outlook Q3 2024. https://ow.ly/MRFn50SFn1N #outlook #equities #multiasset #marketingcommunication

We are delighted to announce that our Fixed Income Dealing team was recognised at the European Markets Choice Awards, as Best Buy-side Fixed Income Trading team. The judges recognised their innovative strategies, consistent execution, and risk management in the competitive buy-side fixed income market. Well done to the Dealing team for this achievement. https://lnkd.in/gfiFNzvG Awards are not an indicator for future performance.

What might this evolving macroeconomic landscape mean for investors across asset classes? Read our Mid-Year Outlook: https://lnkd.in/e5CxkUny   #marketingcommunication #InvestmentPerspectives #FixedIncome #Equities #PrivateMarkets

The European asset backed lending (ABL) market has continued to flourish. For Professional Investors only. This growth is well founded and, in our opinion, likely to continue. Watch James King and Jo Tomkins discuss the current opportunities for ABL in Europe. https://ow.ly/VhsW50Sy08X #assetbackedlending #structuredcredit

Private markets are often an incubator for new and disruptive business models, providing investors a chance to tap into the next generation of enterprise and unleash innovation. https://ow.ly/lsvS50Sy3hy. For professional investors only. As the regulatory landscape evolves, improved democratisation of the space is enabling a broader investor base to gain access to the potential opportunities that can be found across private asset classes such as private debt, private equity, and real assets. #Ampersandmagazine #PrivateMarkets #Alternatives #marketingcommunication